For Charlotte business owners ready to grow — financial clarity without the full-time CFO price tag.
Turn scattered numbers into clear direction and confident decisions — guidance from a 24-year tax veteran who believes your business should fund your life, not consume it.
Financial visibility for businesses ready to grow.
Growth creates complexity. Momentum brings clarity. When you can finally see what your numbers mean, you stop reacting — and start building with confidence.
Real-time visibility into cash, margin, and momentum — so every decision is grounded in reality, not guesswork.
Know what your numbers are telling you before the next hire, the next location, or the next big bet.
CFO-level guidance that turns financial complexity into a clear path forward for your leadership team.
Better decisions start with better visibility.
Meet Mark Kenison
Momentum wasn't built by someone who loves spreadsheets. It was built by someone who loves helping people achieve their goals.
For 24 years, Mark Kenison has helped people build the lives and businesses they're working toward. As an Enrolled Agent and CERTIFIED FINANCIAL PLANNER™ professional, he pairs deep technical expertise with something rarer: a genuine love of helping people move forward.
What motivates Mark is simple — improving people's lives and helping them live their dreams. He's a husband, a father of five, a business owner, and a believer that your numbers should fuel your future.
His greatest accomplishment: raising five great kids with his wife.
Drawn to the mountains, momentum, and the freedom of the next run.
Always moving forward — on the bike and in business.
A hidden talent, and a quiet lesson in patience and building something that lasts.
Built for leaders creating what's next.
Momentum is built around outcomes, not tasks. Whether you're scaling a company, leading a team, or growing a mission, we help you move forward with clarity and confidence.
For people building something bigger than themselves — we bring the financial clarity to back the vision.
More revenue means more complexity. We bring structure, reporting, and strategy that keeps pace with your scale.
Partner-level perspective on the numbers, so your team can make decisions with confidence and conviction.
Mission-driven organizations deserve financial visibility too — clean reporting and guidance that protects the mission.
Pricing, payroll, and cash flow handled cleanly, so margin stays clear and growth stays sustainable.
All the strategic financial leadership of a CFO, without the overhead of a full-time hire.
Most firms focus on compliance. We focus on progress.
Bookkeeping keeps the lights on. Momentum is about what comes next — CFO-level strategy, business intelligence, and growth planning that turn your financials into forward motion.
Your numbers should fuel your future.
Strategic financial leadership for the decisions that shape your next stage.
A proactive, year-round roadmap built around where you're trying to go.
Clear reporting and KPIs that make the path forward obvious.
Modeling and guidance for hiring, expansion, and reinvestment.
Most accounting feels stiff. This feels alive.
There's a real human behind the brand — and you'll feel it in every conversation, every report, and every decision we help you make.
We bring you decisions to make — not surprises to react to. You're never left wondering.
We explain the why, so you understand your business better every time we talk.
People hire people. You work directly with Mark — not a rotating cast of strangers.
Advisory that looks ahead, anticipates the bend in the road, and keeps you moving forward.
Real answers in days, not weeks. Year-round access — never an empty inbox.
Everything we do reinforces forward movement, possibility, and building something meaningful.
Every engagement is built around the result.
Not the task — the outcome. Here's what working with Momentum actually delivers for growth-minded leaders.
CFO & Advisory
Monthly reviews, KPI tracking, and strategic guidance that keep leadership decisions grounded in reality.
Tax Planning
Proactive planning that anticipates the bill, finds the savings, and supports long-term growth.
Tax Preparation
Federal, state, and entity filings handled by an Enrolled Agent who knows your business inside out.
Cloud Accounting
Modern, secure, cloud-based workflows that keep your books current and your decisions clear.
Tax Resolution
Experienced representation and a steady hand when you're facing the IRS — so you can keep building.
Growth Planning
Cash flow modeling, scenario planning, and the financial visibility to scale on purpose.
Collaborative, proactive, and built around your growth.
From the first conversation, working together feels organized, personal, and pointed firmly forward.
A real conversation about where the business is and where you want it to go — then a smooth, digital setup that takes the friction out of getting started.
We bring order to the numbers and build a financial picture you can actually trust and act on every month.
Regular strategy sessions where we look ahead together — proactive, collaborative, and focused on momentum.
Clear, jargon-free reporting and KPIs that make the path forward obvious to you and your leadership team.
Year-round tax and growth planning so the next stage feels less like a leap and more like a step.
Proud to serve Charlotte & Ballantyne's business community.
Momentum is deeply connected to Charlotte's growth-oriented business community. From the Ballantyne corporate district to the entrepreneurs and families across South Charlotte, we're built for the people building this city's next chapter.
- Ballantyne corporate district
- South Charlotte (28277)
- Mecklenburg County
- Charlotte entrepreneurs
- Growing organizations & nonprofits
- Family-owned & founder-led businesses
"Success is not final, failure is not fatal: it is the courage to continue that counts."
That's the heart of Momentum. Building anything meaningful takes courage, clarity, and the resolve to keep moving forward. We're here for the whole climb.
Let's build momentum together.
Clarity for the next stage of growth starts with a conversation. Tell Mark where the business is — and where you want it to go — and he'll tell you honestly how Momentum can help.
Based in Ballantyne · Charlotte, NC 28277. Serving Charlotte's growth-minded leaders and organizations.