Nikole Mackenzie is the Founder and CEO of Momentum Accounting, a 100% US-based remote team of business-savvy accountants and technology experts who help like-minded creative agencies and other professional service companies scale from $1 million to $10 million in annual recurring revenue.
Nikole and her team help agency owners save money, increase revenue, stay compliant, save time, and eliminate stress, ultimately giving them the freedom to scale their recurring revenue businesses to an eventual multimillion-dollar exit. Nikole is a recovering CPA who has led hundreds of owners to revitalize their accounting departments by helping them save money, increase revenue, stay compliant, save time, and eliminate stress.
When is it the right time to pursue something unstable, or should you choose stability instead? During your entrepreneurial journey, you will be faced with taking a risk or playing it safe. Your experiences and goals will affect the decisions you make.
Nikole Mackenzie followed the stable option throughout the first part of her career as a CPA, but she knew she needed to take a risk to reach her goals and do her own thing her way. Nikole knew that business owners needed more than someone to do their books once a quarter — they needed someone to help them make those all-important financial decisions. She didn’t enjoy being a CPA at a traditional firm and knew she could do more for her clients, which led her to take that leap of faith, so she founded Momentum Accounting. They are more than your traditional accounting firm that does your books — they’re small business gurus. Whether it’s seamless invoicing that keeps customers paying on time or forward-looking forecasts, they’ve got great advice and innovative ideas to share. Now Nikole helps others navigate their entrepreneurial journey through her thriving, innovative business, easygoing approach, and contagious enthusiasm.
In this episode of the Rising Entrepreneurs Podcast, host John Corcoran welcomes the Founder and CEO of Momentum Accounting, Nikole Mackenzie, to the show. She shares stories from being a CPA and the lessons she learned that led her to found Momentum Accounting. Nikole discusses creating an exceptional customer service experience, building customer loyalty, and how much value entrepreneurs can get from being involved in EO San Francisco or any chapter of the Entrepreneurs’ Organization.
