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Momentum Accounting

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2016

🤝 B2B

💸 Finance

💼 Consulting

B2B • Finance • Consulting

Momentum Accounting is a people‑focused, technology‑driven accounting and finance firm that provides outsourced accounting, CFO services, cloud accounting and cloud migration, and technology implementation for small and growing businesses. They help companies scale from roughly $1M to $10M in revenue by implementing modern integrated accounting solutions, cleaning up legacy accounting issues, preparing tax documentation, and delivering strategic financial advisory and actionable insights. Momentum serves clients across sectors including SaaS, professional services, restoration/trades, start‑ups and other small businesses, positioning itself as a business-savvy partner offering real support and real people across multiple states.

📋 Description

• Serve as the primary financial contact for assigned clients, building trusted, professional relationships • Communicate proactively with clients regarding deliverables, deadlines, issues, and financial results • Conduct regular client meetings or check-ins to review financial statements, KPIs, and cash flow • Present financial information in a clear, client-friendly manner tailored to the client’s level of financial sophistication • Respond to client inquiries in a timely and professional manner, escalating concerns as appropriate • Oversee and execute month-end and year-end close processes for multiple client entities simultaneously • Prepare and review financial statements in accordance with GAAP, ensuring accuracy and completeness • Perform and review balance sheet reconciliations, journal entries, and variance analysis • Maintain organized, audit-ready workpapers and documentation for all client engagements • Coordinate with tax preparers to ensure financial records are accurate and ready for tax compliance purposes • Manage multiple concurrent client engagements, tracking progress against deadlines and internal targets • Proactively identify risks to timely delivery and communicate them to leadership in advance • Organize and prioritize workload independently, ensuring that recurring deliverables are completed on schedule • Maintain up-to-date records in the firm’s project management system, accurately reflecting engagement status and time • Review the work of bookkeepers and staff accountants assigned to client engagements, providing timely, constructive feedback • Mentor and coach junior team members, helping them develop both technical skills and professional judgment • Set clear expectations for staff on client engagements and follow up to ensure quality standards are met • Collaborate with team members to share knowledge, document processes, and support a positive, high-performance work environment • Leverage accounting platforms (QuickBooks Online, Xero, and others) effectively to maintain client books and produce reports • Contribute to the development and documentation of firm SOPs and best practices • Identify opportunities to improve efficiency and quality within client engagements and firm workflows

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, or a related field • 5+ years of progressive accounting experience, with at least 2 years in a Controller or Senior Accountant capacity • Strong knowledge of GAAP and financial reporting principles • Proficiency in cloud-based accounting software (QuickBooks Online, Xero, or similar) • Multi-client management: Demonstrated ability to manage multiple clients or projects simultaneously under firm deadlines. • Excellent written and verbal communication: Able to communicate financial information clearly to non-financial audiences. • ****Nice to Have's: • CPA license or active pursuit of CPA licensure • Experience in a public accounting or CAS firm environment • Familiarity with project management tools and automated reporting workflows

🏖️ Benefits

• $100/month fitness benefit: Support your health and well-being, your way. • Up to $440/month QSEHRA: Helps cover qualifying medical expenses. • 401(k) with company contribution • $50/month phone reimbursement • BYO laptop + $500 equipment stipend (one replacement every 5 years) • Unlimited PTO (recommended at least 3 weeks/year) • Career growth: Mentorship, leadership development, and a clear path to senior firm leadership.