Our Story

Momentum Business Services was founded on a simple belief: every business deserves accurate financials, trusted guidance, and a partner who is invested in its success.

After more than 20 years in executive leadership with organizations including Wells Fargo, Bank of America, the Federal Reserve Bank of Richmond, and Forrester, I saw how powerful clear financial information and sound strategy can be. As a small business owner, I also recognized that many small business owners don't have access to the same level of support available to larger organizations.

That's why I created Momentum Business Services—to provide more than bookkeeping. We help business owners build a solid financial foundation through precise bookkeeping while delivering the insights and guidance needed to make confident decisions and support long-term growth.

Our focus is simple: provide exceptional service, build lasting relationships, and help businesses gain the momentum they need to thrive.

Because when you have clarity in your numbers, you can focus on what matters most—growing your business with confidence.