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Nikole Mackenzie
Accounting and Technology Partner - Wealth Management Firms - SaaS - Marketing Agencies - Founder @ Momentum Accounting, Inc.
Nikole Mackenzie is the Founder and President of Momentum Accounting, Inc., based in the San Francisco Bay Area.1 She is a Certified Public Accountant (CPA) who received her certification in December 2011.1 Nikole holds a Bachelor of Science degree in Business Administration with a focus on Accounting from California Polytechnic State University-San Luis Obispo, where she graduated in 2010.1
During her college years, Nikole was not only academically successful but also athletically active, playing on the women's soccer team. She maintained an above-average GPA while balancing her studies and social life.1 In an interesting twist, Nikole won the showcase showdown on the TV show "The Price Is Right" during her time at Cal Poly. She used her winnings to pay off her student loan debt and fund a backpacking trip to Europe after graduation.1
Professional Certifications
Nikole has acquired several professional certifications that demonstrate her expertise in various accounting and financial software:
- Xero Certified Advisor
- Bill.com Expert
- QuickBooks Certification (issued May 2017)1
Career and Expertise
As the founder of Momentum Accounting, Inc., Nikole focuses on helping business owners manage their financial aspects effectively. She has been recognized for her talent, efficiency, and intelligence in handling accounting issues.1 Nikole's professional interests extend beyond traditional accounting roles, as she has discussed topics such as:
- The transition from CPA to CFO roles4
- The importance of accurate financial records and organization in business5
- The impact of technology on the accounting profession6
Nikole is also active in sharing her knowledge and experiences through social media, particularly on LinkedIn, where she regularly posts about various aspects of accounting, business management, and entrepreneurship.235