Nikole Mackenzie

Member

Vistage Worldwide Inc

Nov 2024 - Current (1 year 8 months)

Founder

Profit Points

Sep 2024 - Current (1 year 10 months)

Traditional certifications like the CPA and CMA prepare accountants for compliance or working with public companies, but they don’t address what modern small businesses actually want. Business owners want actionable insights, cash optimization, and profitability improvements—things that traditional certifications don’t prepare you to deliver. We bridge the gap left by CPA and CMA programs by training accountants in what small businesses really need. Currently being incubated within Momentum Accounting

Co Host

Cash Flow Show

Jan 2024 - Current (2 years 6 months)

Are you a 7 figure business owner frustrated with your financial operations? Check out Cash Flow Show Podcast, hosted by Nikole Mackenzie and Scott Scarano. Available on all major podcast platforms.

Member

Entrepreneurs Organization

Aug 2021 - Jul 2024 (3 years)

Gusto Partner Advisory Council (GPAC) Member

Gusto

Jun 2020 - Dec 2021 (1 year 7 months)

Selected to be on Gusto’s advisory council. Think of the GPAC as your go-to panel of experts for product and service feedback, and industry knowledge. GPAC is a group that challenges and champions the needs of our clients in deep partnership with the modern resources that bring that support to life.

Xero Partner Advisory Council (XPAC) Member - North America

Xero

Oct 2018 - Oct 2021 (3 years 1 month)

One of 12 accountants in all of North America selected to advise Xero on strategy and product development.

Member

ProVisors

Nov 2017 - Current (8 years 8 months)

ProVisors is an invitation-only network of the highest caliber professionals in the country. As a member of PV, I leverage strong relationships with CFOs, tax accountants, HR consultants, attorneys, insurance providers, financial advisors and other professionals to ensure my clients are covered in all aspects of their business. As trusted advisors to my clients, I take initiative when I see an opportunity for a client to benefit from the expertise of someone in my PV network. If you are looking for any type of professional service provider at any time, please feel free to reach out and I will be happy to connect you to the right person.

Founder & CEO

Momentum Accounting

Dec 2016 - Current (9 years 7 months)

Most founders don’t realize how much money they’re leaving on the table because they can’t see it. Momentum exists to fix that. We handle financial operations for scaling companies that have outgrown basic bookkeeping, building the systems, processes, and visibility that turn confusion into control and control into opportunity. My role at Momentum is to drive growth and strategy.

R

Family Office CFO

Ronnie Lott

Sep 2016 - May 2018 (1 year 9 months)

Managed the family's personal finances and multiple business entities. GO NINERS 🏈 Eventually left this role to start Momentum Accounting.

D

Outsourced Accounting and CFO Advisory Supervisor

DZH Phillips

Nov 2014 - Jul 2016 (1 year 9 months)

I moved from the tax department to help launch the CFO Advisory department at DZH Phillips (now Squar Milner). This is where I fell in love with Xero and helping small businesses with their day to day operations!

D

Senior Tax Accountant

DZH Phillips LLP

Jan 2013 - Apr 2015 (2 years 4 months)

D

Staff Accountant

DZH Phillips LLP

Oct 2010 - Dec 2012 (2 years 3 months)

Audit Summer Intern

KPMG

Jun 2009 - Aug 2009 (3 months)

Student Assistant

California Polytechnic State UniversitySan Luis Obispo

Apr 2008 - Jun 2010 (2 years 3 months)

About

Detail

Timeline

Résumé