Momentum Finance Reviews

The onboarding process includes a kickoff meeting to discuss the company and books status, a comprehensive financial health check covering accounts, schedules, compliance, and audits, implementation of cloud-based applications, and creation of projections for actual vs budget reporting. The goal is to achieve a steady state of service within 30-60 days.

Momentum Finance is a leading fractional CFO firm that supports startup founders from the pre-seed to Series B stages. They provide full-stack bookkeeping, strategic finance reporting, CFO team services including accounting, back-office management, due diligence assistance, capital raising support, and expert financial advice tailored to different growth stages.

Momentum Finance is recognized as a leader in financial services for high-growth startups. The firm has supported over 120 founders and helped clients raise more than $300 million. They maintain a 100% success rate in helping clients present clear financial stories to investors, using a white glove professional accounting and back-office approach.

Momentum Finance charges based on a monthly retainer plus hourly rates for services. The hourly rates vary depending on the professional role (Accountant, Controller, CFO) involved in the service delivery.