YOUR BIG IDEA
DIDN’T COME
WITH A CFO.
DON’T WORRY,
WE’VE GOT YOU.
▾
ACCURACY
▾
CLARITY
▾
CONFIDENCE
ARE YOU FRUSTRATED BY:
Processing Accounts Payable / Accounts Receivable?
Maintaining Investor confidence with your reporting?
Financials that don’t match the business narrative?
Lacking the time to handle the books properly?
Reports that do not reveal actionable KPIs?
We Get it.
Most Founders are not finance experts!
As Founder-centric advisors, we see this all the time.
With over 80 years of combined experience in startup accounting and finance, Momentum Finance’s Team has advised and managed the back office and finances for over 120 businesses
and assisted in raising over $300MM in capital.
Some of our Clients since Inception
Take control of all your business finances.
Momentum provides experienced growth advice from Paper Napkin to Series B.
Custom solutions for all stages of growth.
Pre-seed / Seed
Full-Stack Bookkeeping
We’ll take care of the day-to-day bookkeeping so that you can focus on your business.
We provide precise, accurate, and reliable financial data without the headache.
Series A
Strategic Finance
No more guessing, no more crossing your fingers or denying reality. You’ll know the facts. We’ll equip you with the reporting you require to make wise and confident decisions.
Series B
CFO Team
The CFO Team for Founders. As your trusted advisor, we clean up the books, handle the Accounting / Back Office, and assist with due diligence, raising capital, while providing expert advice.
Solutions
FOR
DIFFERENT
STAGES
OF
GROWTH
Pre-seed / Seed
Starting at $1,500 / month
Advise / Support during negotiations w/ Angels / VC’s
Regulatory / Compliance Filings
Due Diligence Prep / Support
Quarterly Strategy Sessions
Budget vs Actual Reporting
Day-to-day AP and AR
Payroll Processing
Series A - Everything in Seed plus:
Starting at $3,000 / month
Monthly Workbook w/ KPI’s
Series A Financial Modeling
Investor / Board Reporting
Monthly Strategy Sessions
E-commerce integration
Insurance Review
Sales Tax Filings
series B - Everything in Seed & A plus:
Starting at $6,000 / Month
Audit Preparation & Support
Financial Planning / Analysis
Series B Financial Modeling
Financial Graph Dashboard
Frequent strategy sessions
Custom Reporting / KPIs
Getting Started is Simple
1.
Schedule a call
We listen to you. We’ll talk live to understand your goals, your business and your needs.
2.
Engage with your business
We conduct a Momentum Health Check. We learn where your business is now and address where you want to be in the future.
3.
Follow through with action
We’ve got you! Let's turn strategy into action. Based on the plan, we take steps to move your business towards the goals we set together and address the concerns you expressed.
all the best tools
Momentum’s full-stack CFO Team leverages the most popular FinTech apps and AI tools on your behalf.
