*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
530 Divisadero St PMB 767
San Francisco, California 94117
I have been in business 17 years and had the pleasure of working with Momentum for the past two years. Hands-down, the best bookkeeping company I've worked with. Big shout out to Ramona, Ashley and Jen. The service they provide is first class!
Switching to Momentum Accounting has been an absolute game changer for my business. After dealing with frustrating radio silence and bare-minimum reporting from my previous accountants, the difference is night and day. What sets them apart is their commitment to being a true strategic partner. Their communication is consistently prompt and proactive - no more waiting days for simple answers. The detailed reporting they provide gives me real clarity on my business's financial health, and their regular check
Our experience working with the Momentum team has been incredible and it completely turned around our business for the better! For years, our tech startup struggled with accounting firm after accounting firm. We struggled to find a good fit that could handle all the complexity of our products and services - including commissions through Stripe, upfront recurring SaaS service, post billing based on product usage, and hardware products. We struggled with cash accounting vs accrual accounting. We fell into the
Momentum Accounting is a great accounting partner. Through the highs and lows of running a creative business, I've found our conversations to be inspiring and motivating, and I appreciate the team's deep talent, collaborative spirit, and buoyant energy. They've been especially helpful in day-to-day bookkeeping, strategic conversations, annual budgeting, and preparing my books for hand-off to my tax accountant each year (who they kindly connected me with in the first place). Highly recommend if you want to b
I have been using @MomentumAccounting for more than two years for my company. Ashley Duke, our main point of contact, is a true Rock Star. She is highly responsive to our requests, always completes our monthly financials in a timely manner and has great attention for the details What sets them apart is their commitment to exceptional customer service. They are always just a call or email away, ready to offer advice or answer questions. Their transparency and integrity have made them a trusted partner for o
The Team at Momentum Accounting has been an incredible asset to my business over the past several years. My books have never been cleaner (and closed timely!) and I have such better insight as to what is happening in the business. They have helped me with forecasting and planning allowing me to sleep at night. I highly recommend Momentum Accounting!
Fantastic working with Nikole and her team. I never knew working with a CFO could make me money until working with Momentum Accounting. If you're a service business looking to grow (and keep) cashflow and maximize enterprise value these guys can help. Not only have I gotten amazing service, Nikole has elevated how I think about company financials. Looking forward to another 5+ years working together!
Momentum Accounting is probably one of the single best decisions I have made for the financial health of my company. They are a well-oiled machine, have a fantastic, knowledgeable and responsive team who truly make you feel like they are on your team gently pushing you to get to your financial goals. I have learned so much from them since they came onboard last year. As busy owners with limited accounting or financial backgrounds, they have been a godsend. Highly highly recommend this team!
Momentum offers exceptional services and support. As a foreign company investing in the US, we have relied on Momentum's knowledge and expertise since 2018 to guide us in our US business activities. Special thanks to Ramona, who has always been available and puts all her energy into finding solutions to our problems.
Momentum Accounting has been great! They do an absolutely great job and are a pleasure to work with, highly recommend and I always look forward to our meetings with Ramona and Ashley. Thanks Momentum!
1000000/10 to the Momentum Accounting team! As a growing business, having our books in order was one of the biggest headaches and finding a responsive team (that we trust!) was an even bigger headache. Thanks to a friend of a friend of a friend, we found the team at Momentum and have never looked back. From managing our books, to invoicing, to filing/closing accounts with different state DOLs, to working with our CPA, our business would not be where it is today with the team at Momentum! Big shout out to J
Kayte and the Momentum Accounting team do an awesome job on our bookkeeping and year end financials . It's like having a full time accountant on staff, yet at a fraction of the cost. Kudos to them and their hard work . Recommend to any small business looking for support .
Momentum handled all my company's accounting needs and were always efficient and courteous. I gladly recommend their services.
Momentum Accounting is an exceptional firm with an excellent understanding of our needs. They are true professionals who deliver top-notch accounting services. If there is one characteristic that we appreciate very much it is their inquisitiveness. Nikole and Ashley ask many questions and delivers advice that is spot on for us as at BroadVision Marketing. Thank you, we appreciate your support!
Nikole and her team are professional, knowledgeable and always provide exceptional service. Their dedication to clear communication and expert advice has been invaluable to my business growth.
Nikole and Momentum Accounting are amazing. Nikole has been working with us for over two years now and we couldn't be happier with her knowledge, attention, and professionalism. She's always available and finds answers to all the crazy questions we ask. She constantly goes above and beyond to make sure we're taken care of and that our books are up-to-date. Honestly, couldn't recommend anyone better for your accounting needs!
Nikole and the Momentum Accounting team are all-around top notch professionals. I had the pleasure of watching her team transform a client's finances and accounting from a total mess into a well-oiled machine. Nikole and team take technology and data security seriously and that makes them a great ally. She's been a great resource for introductions to other professionals for me and my firm's clients. Bottom line - Nikole and Momentum Accounting team are on the cutting edge - if you want top notch financial a
We've been working with Momentum for 2 years building our business together, and they've been a critical piece for our growth. Highly recommend working with them.
I've been working with Nikole and her team for a year now. They help my business with bookkeeping and forecasting cash needs. After trying out multiple bookkeepers over the years and having terrible luck, I couldn't be happier with Momentum. They are always pleasant and professional to work with.
Nikole and her team are amazing accountants and advisors. They know the advice startups and growing companies need. I highly recommend them.
As a business owner, getting honest and capable accounting help is VERY difficult, I sent Momentum the following note after getting my companies finances in order and ultimately selling my company: "Hopefully, you know how instrumental you and Momentum have been in helping me make 034Motorsport successful pre and post-acquisition, frankly, I don't know where we'd be w/o you guys, you finally helped us get our accounting under control (with the help of a CFO), I am forever thankful for your efforts, and you
Nikole and her team at Momentum are really amazing. I used them for my creative agency through a huge growth phase and they were able to grow with my team. I can't recommend them enough.
As a CFO that has been supporting early-stage businesses for the past ten years, I can say this is hands down the best accounting & bookkeeping company that I've worked with. Highly recommend!
Nikole and her team have been a pleasure to work with. Our accounting systems were completely outdated. They came in and restructured our team and processes. Now we are spending less money on our finance function and getting more useful financial information on a regular basis. Keep up the great work!
Have worked with the Momentum team for 2+ years. They do all our invoicing and bookkeeping. They are super-responsive and detail-oriented. Very friendly. Highly recommend!
Nikole and team are incredible. High level of service & attention to detail. Anytime I've needed something Nikole or Jen has shot it through almost immediately, even though we're battling through a lot of complexity between systems (Stripe, Deel, Gusto, Pulley, Xero etc). Keep it up!
I've been working with Nikole and her team for years and would recommend her to anyone looking to understand their business more, get control over their books and have a one stop shop for all accounting and tax needs. Nikole really cares and makes you feel like a special customer whenever you need her.
The Momentum team is so responsive and ready to help. They have truly given us insight into our business.
Momentum has been my accounting firm since 2019. They are professional, timely and a pleasure to work with.
Momentum is great to work with and very knowledgeable and helpful.
Nikole is a true specialist. She is the go-to for any accounting & bookkeeping related services. She is extremely organized and very easy to work with! If you are looking for an outsourced CFO that you can count on, I highly recommend working with Nikole!
Every attention to detail, they treat our company like their own. Very impressive
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.