Momentum Consulting and Accounting

Momentum Consulting and AccountingMomentum Consulting and AccountingMomentum Consulting and Accounting

Momentum Consulting and Accounting

Momentum Consulting and AccountingMomentum Consulting and AccountingMomentum Consulting and Accounting

Welcome

Expert Accounting Solutions

Professional bookkeeping and consulting services.

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About Momentum Consulting and Accounting

Our Expertise

At Momentum Consulting and Accounting, we specialize in providing accounting and bookkeeping services for small businesses and startups. Our team has extensive experience working with entrepreneurs and helping them navigate the financial challenges of running a business.

Experience and Expertise

Experience and Expertise

Experience and Expertise

With 15 years of experience in the field of accounting, bookkeeping and small business, Momentum Consulting and Accounting can help your business reach its financial potential. Our team of experts is equipped with the latest tools and knowledge to provide accurate and reliable financial services.

Personalized Services

Experience and Expertise

Experience and Expertise

Momentum Consulting and Accounting understands that every business has unique accounting needs. That's why we offer personalized services to meet the specific requirements of each of our clients. Our team works closely with you to understand your business and provide tailored solutions.

Varying Plans

Experience and Expertise

Varying Plans

At Momentum Consulting and Accounting, we believe that quality accounting services should match your business. That's why we offer different plans to ensure that every business, regardless of size, can make use of our services.

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Bookkeeping Packages

Monthly services offered

Essential

Reliable monthly bookkeeping for businesses that want clean, tax-ready books.

  • Monthly categorization of up to 200 transactions
  • Bank/Credit Card reconciliations
  • Basic financial reports


Growth

Expanded Support and deeper insights for businesses gaining momentum.

  • Includes everything in the essential plan with an upgraded capacity of 450 transactions
  • AP/AR support
  • Cashflow Tracking
  • Monthly review call

Premium

Comprehensive bookkeeping support for complex or high-volume businesses.

  • Includes everything in growth plan with an upgraded transaction threshold 
  • Customized financial reports based on business needs
  • Priority support and proactive oversight

CFO Lite

Complete bookkeeping and financial services for business that are ready to reach their potential and thrive.

  • Includes everything in the other plans
  • Forecasting
  • Budgeting
  • KPI's and strategy insights


Additional Services

Added monthly and one-off services

Payroll Services

Managed payroll services.

  • Onboarding of new employees
  • Direct deposits, garnishment, federal & state filings, paystub delivery
  • Preparation of W-2's

QuickBooks Setup

Creation of new QuickBooks file and training on key functions.

  • QuickBooks company file creation
  • Training on Invoicing, entry of expenses and printing of checks

Books Cleanup

Catch up on months of overdue bookkeeping bringing you current and tax ready.

Custom Projects

Custom projects as needed.

Contact Us

Contact Us

Book your complimentary consultation today!

We love our customers and want to provide the best service possible

Momentum Consulting and Accounting

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Frequently Asked Questions

Please reach us at josh@momentum-consults.com if you cannot find an answer to your question.

All of Momentum Consulting and Accounting's bookkeepers are certified professionals with extensive education and experience in accounting and finance.


No, Momentum Consulting and Accounting cannot currently assist with personal or business tax preparation and planning. We can help refer you to a CPA for this. HOWEVER, we will be offering this service in the future with a certified Intuit Pro Tax Advisor.


Yes, Momentum Consulting and Accounting can handle all aspects of payroll processing, including calculating and filing payroll taxes, issuing paychecks, and maintaining payroll records. We can customize our payroll services to meet the unique needs of your business.


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