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Preferred Partners
We’re proud to collaborate with a select group of trusted partners whose services complement the work we do. These vendors share our commitment to quality, professionalism, and client‑first service, and we consistently enjoy working alongside them. While they operate independently from our organization, we confidently recommend them based on positive experiences and strong working relationships.
Blackline Financial Services
Ian Smith brings over 20 years of diverse finance experience spanning public accounting, retail, restaurants, and oil & gas. As the founder of Blackline Financial Services, he leads a team dedicated to delivering high-impact fractional CFO services tailored specifically for growing businesses that require strategic financial leadership without the cost and commitment of a full-time executive.
Blackline Financial Services partner with startups, SMEs, and scaling enterprises to provide expert guidance in critical areas, including:
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Financial planning and forecasting
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Cash flow optimization and working capital management
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Budgeting and variance analysis
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Fundraising strategy and capital raising support
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Risk assessment and mitigation
With decades of cross-industry expertise, Blackline Financial Services helps you navigate complex financial decisions, optimize operations, ensure regulatory compliance, and unlock sustainable profitability. Our goal is simple: empower you to focus on driving your core business forward while we handle the numbers with precision and strategic insight.
Positive Balance Financial Group delivers specialized payroll and bookkeeping solutions tailored to the unique financial demands of restaurants, law firms, and retail businesses. With extensive industry‑specific experience, the firm understands the operational challenges, compliance requirements, and cash‑flow cycles that define these sectors.
The team partners with both growing and established businesses to provide reliable, accurate, and efficient financial support—allowing owners and managers to stay focused on serving clients, customers, and communities.
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Core Services
Comprehensive Bookkeeping
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Accurate transaction recording and account reconciliation
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Monthly financial reporting and performance summaries
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Expense tracking and vendor management
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Sales tax tracking and reporting
Payroll Management
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Full‑service payroll processing
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Multi‑state payroll compliance
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Tip allocation and reporting for restaurants
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Trust account and partner distributions for law firms
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Payroll tax filings and year‑end reporting (W‑2s, 1099s)
Industry‑Specific Financial Support
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Cash‑flow monitoring for seasonal retail cycles
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Labor cost control and food‑cost tracking for restaurants
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IOLTA and trust accounting support for law firms
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Budgeting assistance and profitability analysis
At Positive Balance Financial Group, precision and compliance are central to every service provided. The firm streamlines financial processes, reduces administrative burden, and delivers clear, organized reporting that supports confident decision‑making.
Its mission is simple: keep books balanced, payroll accurate, and businesses positioned for steady, sustainable growth.
Positive Balance Financial Group
Email: MYPBFG.COM
Phone: (832) 870‑9093
Preferred Payroll, HR, Recruiting and Benefits Partner
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As a preferred ADP partner, we bring enterprise-grade technology to businesses of every size — delivering seamless solutions across payroll, HR, recruiting, onboarding, benefits administration, retirement services, and workers’ compensation insurance.
The beauty of this partnership is working in close collaboration with Momentum HR Consulting, we pair ADP’s industry-leading platform with Momentum’s hands-on expertise and personalized approach to human resources, ensuring clients receive best-in-class technology backed by real, strategic guidance. From work opportunity tax credits to full-cycle recruiting, our combined offering is designed to simplify complexity, ensure compliance, and free business owners to focus on what matters most — their people and their growth.
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ADP Senior Premier Digital Sales Manager, Jon Carroll
Email: jon.carroll@adp.com
Phone: (412) 274-8702
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