Momentum
Strategy

Financial Clarity for Business Owners Who Want to Make a Greater ImpactRunning a service business is hard enough without your finances adding to the chaos. We help small business owners and solopreneurs get a clear picture of their money, build systems that actually hold, and steward their resources toward the work that matters most.Momentum Strategy is your fractional CFO team — bringing financial strategy, bookkeeping, and cash flow support together so you can lead your business with confidence.

Sound Familiar?

• You're not sure if you're actually profitable or just busy.
• Payroll makes you nervous every time it comes around.
• You know you need better financial systems, but you don't know where to start.
• You want your business to fund meaningful work, not just keep the lights on.When the financial picture is murky, it's hard to make good decisions — let alone make the kind of impact you're after.Most small business owners are running fast and managing finances reactively. There's a better way to manage your money and luckily, you don't have to figure it out alone.We work best with service-based businesses and non-profits (1–40 people, $100K–$5M in revenue) ready to take control of their money and move forward with clarity.

Good Decisions Start With Good Numbers

Meaningful financial guidance requires clean, accurate books. That's why we pair CFO-level strategy with hands-on bookkeeping and payroll support. When we know we can trust the numbers, the story they tell becomes a lot more meaningful — and you'll finally have the foundation and the insight to make decisions with confidence.

How We Work Together

Getting started is simple. Here's what to expect:Discovery Call — We spend 20 minutes getting to know your business, your goals, and where things feel stuck. No pressure, no pitch. Just a chance to find out if we’re a good fit.Custom Proposal — If things feel right, we'll put together a clear, tailored plan with services and pricing that fit your situation.Onboarding — We get your books clean, your systems set up, and your financial picture in focus — usually within the first 30 days.Ongoing Partnership — A consistent monthly rhythm of bookkeeping, review, and strategy. You'll always know where things stand — and so will we.

Meet Momentum

Andrew Parks | Co-Founder & Fractional CFO

Andrew has spent over a decade helping small businesses and nonprofits find order in financial chaos. With a background spanning scrappy startups, mission-driven organizations, and small business advisory, he brings a steady, clearheaded approach to work that can feel overwhelming for owners going it alone.His interest in personal finance started in high school, and grew into a career built around helping others find clarity and peace with their money. Five years as an outsourced accountant — working closely with dozens of small business clients on bookkeeping, payroll, and financial strategy — reinforced his conviction that proactive financial systems are one of the most powerful investments a business can make.Andrew is a YNAB Certified Coach and a strong advocate for Profit First — not because they're trendy tools, but because he's seen them genuinely change how business owners relate to their finances. Fewer surprises. Less anxiety. More capacity to do the work that matters.At the core of everything Andrew does is a belief that managing money well is an act of stewardship — and that when business owners have clarity and peace in their finances, they're positioned to make a far greater impact with their resources. That conviction shapes every client relationship at Momentum Strategy.Andrew is based in Colorado and works with clients across the US.

Ready to Lead Your Business With Clarity and Peace?

Whether the books are behind, cash flow feels unpredictable, or you're just ready for a financial partner who actually gets what it's like to run a small business — we'd love to connect.A discovery call is free, low-pressure, and a good first step toward understanding if we're a fit. Bring your questions, your messy spreadsheet, or just your situation. We'll take it from there.

Cash Flow Clarity

We help you build a proactive plan for your money — so you always know what you have, what's coming, and what you can confidently do next. We use YNAB and Profit First principles to give every dollar in your business a purpose – aligned with your goals and the kind of impact you want to make.

  • Weekly cash flow planning and review

  • YNAB setup, coaching, and ongoing support

  • Profit First implementation and allocation

  • Cash runway and scenario planning

  • Financial goal-setting and accountability

New Implementation: $1500+
Maintenance: $300+

Disclaimer: Andrew Parks is YNAB Certified Coach, which means that he has been trained to coach people on using YNAB software and the YNAB method. He has met select requirements of YNAB in order to receive this certification, which means that he has the ability to competently coach YNAB to others. He is not an employee of YNAB, and all non-YNAB related opinions and recommendations are his own. His views do not reflect the views of YNAB and its employees or its affiliates.Source: USChamber.com

Accounting Support That Gets Small Business

Your plate is full — bookkeeping and payroll shouldn’t be what tips it over.With 20+ years of combined experience inside startups, small businesses, and mid-sized non-profits, we know the daily financial grind firsthand. From keeping the books clean to making sure your team gets paid, we’ve got your back.

Accounting support starts at $500/mo and can include:

  • Fractional CFO / Controller services

  • Monthly bookkeeping + accounting

  • Basic payroll + team compliance

  • Financial books evaluation

Let’s get your back office running smoothly — so you can focus on everything else.

Bookkeeping & Payroll

Messy books and stressful payroll runs are more than an inconvenience — they undermine every financial decision you try to make. We keep things clean, current, and accurate so that when you need answers, the data is there.

Accounting support starts at $750/mo and can include:

  • Weekly bookkeeping and account reconciliation

  • Payroll processing and team compliance support

  • Financial statements and month-end close

  • Books evaluation and clean-up

If you’re ready to build a strategy that actually sticks and moves you forward with confidence, let’s chat. We’ll talk about what’s working — and what could work a whole lot better.