Momentum CFO,
445 Marine View Avenue, Del Mar, CA 92014
About Us

Momentum CFO is an accounting and finance institution located at 445 Marine View Avenue in Del Mar, California, United States. The institution specializes in helping small and midsize businesses overcome financial challenges by providing guidance from a Fractional CFO. Whether you struggle with interpreting financial reports, building a strong financial foundation, or planning for the future, Momentum CFO can help. Their team, led by Rosemary, has deep knowledge in financial reporting, business intelligence, and data analytics to offer strategic recommendations and improve financial health. Clients praise Rosemary for her professionalism, attention to detail, and ability to communicate complex financial information effectively. With a focus on increasing profit, improving processes, and making better financial decisions, Momentum CFO offers services such as the Financial Health Check™ and ongoing partnership with a CFO. Clients appreciate Rosemary's expertise in financial metrics and reporting, as well as her dedication to helping businesses thrive. If you're looking for expert financial guidance to grow your business, consider reaching out to Momentum CFO at their Del Mar location.
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Hours open
Monday:
8:30 AM - 5:30 PM
Tuesday:
8:30 AM - 5:30 PM
Wednesday:
8:30 AM - 5:30 PM
Thursday:
8:30 AM - 5:30 PM
Friday:
8:30 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
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Reviews
"I met Rosemary a few years ago through a mutual friend, and I retained her as a Fractional CFO over 1 year ago. I wanted assistance to ensure that our accounting was as solid as can possibly be, I was seeking perspective on our accounting historically and to strategically plan for what's coming, and I also desired to have someone in my corner to serve as a sounding board. Rosemary has gone above and beyond since the very start. She is incredibly respectful, systematic, detail oriented, and exceptional in every way. It is extremely reassuring to have her guidance on present and future financial health."
"My experience with Rosemary has been nothing short of insightful and meaningful. It has been a learning and development partnership between us. She has a wealth of knowledge that aids in my role at California Head & Neck Specialists. She is a great partner and collaborator and I am grateful to have her as a colleague."
"I must admit that I had no idea of the tremendous value a CFO could bring to my company until I hired Rosemary. Rosemary has been fantastic to work with over the past two years and I have learned so much about financial metrics and reporting from her. Not only does Rosemary deeply analyze and report on every aspect of our business, she constantly provides suggestions on how to streamline and improve the financial health of the company. Her vast experience is a tremendous asset to us and I truly enjoy working with Rosemary!"
"From our initial meeting, Rosemary was not trying to push services. She took the time to understand our company to design a plan to meet our goals. Her commitment is what’s best for us as clients. Rosemary’s qualities are not seen very often in business. I want to thank you for your integrity, honesty, and professionalism."
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