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.
Here’s a glimpse of what you’ll learn:
- Nikole Mackenzie shares her entrepreneurial journey and why she started a business of her own
- What are the benefits of creating an exceptional customer service experience?
- How Momentum Accounting is different from a traditional accounting firm
- Nikole reflects on the change in the accounting model options that are available to small businesses today
- The new wave of the availability of tools and resources that integrate with your existing systems
- Nikole discusses how she got involved with EO San Francisco and the value it brings to entrepreneurs
In this episode…
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, 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.
Resources mentioned in this episode
- Nikole Mackenzie on LinkedIn
- Momentum Accounting
- Sons of CPAs Podcast
- EO San Francisco
- EO Accelerator
- Entrepreneurs’ Organization (EO)
- John Corcoran on LinkedIn
- Rise25
- Lael Sturm on LinkedIn
Sponsor for this episode…
EO San Francisco
This episode is brought to you by EO San Francisco.
The Entrepreneurs’ Organization (EO) is a global, peer-to-peer network of more than 14,000+ influential business owners with 198 chapters in 61 countries.
If you are the founder, co-founder, owner, or controlling shareholder of a company generating over $1 million a year in revenues, and want to connect with other like-minded successful entrepreneurs, EO is for you.
The EO San Francisco chapter enables leading entrepreneurs in the Bay area to learn, grow, and achieve greater success.
The EOSF chapter was founded in 1991, and today we have over 100 members in industries ranging from marketing to agriculture to tech and professional services.
To learn how it works, or to come do a test drive come join us at www.eonetwork.org/sanfrancisco/.
This episode is also brought to you by my company, Pacific Crest Group.
Pacific Crest Group provides outsourced CFO, Controller, and bookkeeping services. You can learn more about us at https://www.pcg-services.com/
Rise 25
At Rise25, we’re committed to helping you connect with your Dream 100 referral partners, clients, and strategic partners through our done-for-you podcast solution.
We’re a professional podcast production agency that makes creating a podcast effortless. Since 2009, our proven system has helped thousands of B2B businesses build strong relationships with referral partners, clients, and audiences without doing the hard work.
What do you need to start a podcast?
When you use our proven system, all you need is an idea and a voice. We handle the strategy, production, and distribution – you just need to show up and talk.
The Rise25 podcasting solution is designed to help you build a profitable podcast. This requires a specific strategy, and we’ve got that down pat. We focus on making sure you have a direct path to ROI, which is the most important component. Plus, our podcast production company takes any heavy lifting of production and distribution off your plate.
We make distribution easy.
We’ll distribute each episode across more than 11 unique channels, including iTunes, Spotify, and Google Podcasts. We’ll also create copy for each episode and promote your show across social media.
Co-founders Dr. Jeremy Weisz and John Corcoran credit podcasting as being the best thing they have ever done for their businesses. Podcasting connected them with the founders/CEOs of P90x, Atari, Einstein Bagels, Mattel, Rx Bars, YPO, EO, Lending Tree, Freshdesk, and many more.
The relationships you form through podcasting run deep. Jeremy and John became business partners through podcasting. They have even gone on family vacations and attended weddings of guests who have been on the podcast.
Podcast production has a lot of moving parts and is a big commitment on our end; we only want to work with people who are committed to their business and to cultivating amazing relationships.
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Rise25 Co-founders, Dr. Jeremy Weisz and John Corcoran, have been podcasting and advising about podcasting since 2008.