Creating Business Momentum

Wichita-based financial consulting for small business success.
Momenti Strategy supports business owners by using data and processes to gain efficiencies and financially sound strategies that align with your unique business goals.

Our Services

Fractional CFO & Financial Strategy
for Wichita Businesses

Momenti Strategy is a Wichita-based financial partner that gives small and mid-sized businesses fractional CFO support and financial strategy without the cost of a full-time hire. With focused, results-driven strategy, owner Juli McClure helps Wichita-area owners turn their own business data into clear decisions, stronger cash flow, and steady growth.

Ready to start? Request a no-obligation Discovery Meeting.

business strategy services

Financial Strategy Built on Your Numbers, Not Guesswork

Momenti Strategy helps ambitious business owners in the Wichita area turn hard work into real results. We move beyond traditional bookkeeping and use your business data and behavior to build a strategic plan for your specific goals.

This is what makes us different: we do not build budgets from generic accounting rules. We dig into your operational processes and historical data to craft a financially sound strategy that fits how your business actually runs, so the plans we build with you are practical, accurate, and directly usable day to day.

Who We Are

Our Services

We provide tailored financial and business advisory services to help small and mid-sized businesses grow. Explore our core offerings:

Fractional CFO Services

Partnering with a fractional CFO in Wichita offers strategic financial guidance and planning without the expense of a full-time executive, boosting your business’s profitability and growth.

Expense Audits

Boost your business’s bottom line by strategically reducing expenses. Thru our expense analysis services we find and eliminate unnecessary costs, turning wasted spending into profit.

Debt Payoff Strategy

Our debt evaluation and payoff strategy services help business owners eliminate debt, freeing up capital to invest in growth, reduce financial stress, and achieve lasting financial stability.

Scenario Planning

By thinking through possible scenarios, business owners can better prepare for a range of possible futures, allowing them to make more resilient decisions and better adapt to change.

Budget Review

We utilize strategic budget reviews to help identify areas for cost savings, optimize spending, and improve financial forecasting for greater profitability and stability.

Expense Analysis

Providing your business with a deep dive into spending habits, expense analysis services help to identify where money is going and where savings can be made.

AR & AP Assessment

AR and AP assessment services are designed to evaluate and optimize your business cash flow processes, strengthening collections and reducing overdue invoices.

Bookkeeping

Find yourself too busy to accurately record and organize daily financial transactions? Our ongoing bookkeeping services in Wichita are a systematic way of keeping your company’s transactions organized and strategic.

Financial Consulting

Gain insight and become empowered by optimizing cash flow, improving profitability, and ensuring sustainable growth through expert financial analysis and tailored strategies.

How We Work With You

We use your company data and business analytics to build a personalized strategy, then help you put it into action. Getting started is simple:

  1. Discovery Meeting: a no-obligation conversation about your business and goals.
  2. Assessment and plan: we review your financial information and processes and build a workable plan.
  3. Execution: we help you carry out the plan and adjust as your business grows.
wichita financial consultant
Wichita KS

Why Wichita Owners Choose Momenti Strategy

Momenti Strategy is led by Juli McClure, whose background in finance, management, and economics is matched by real results. In one recent turnaround, she recovered over $100K in past-due receivables and reduced business and stakeholder debt from over $750K to less than $230K.

You get a local partner who protects your confidentiality, works from your real numbers, and cares about the outcome as much as you do.

Frequently Asked Questions

What does a fractional CFO do for a small business?

A fractional CFO gives you executive-level financial strategy on a part-time basis: building budgets and forecasts, improving cash flow, and guiding big decisions. You get the insight of a full-time CFO in Wichita without the six-figure salary, scaled to what your business actually needs.

Is Momenti Strategy local to Wichita?

Yes. Momenti Strategy is based in Wichita, KS and works with small and mid-sized businesses across the metro, including Andover, Derby, Maize, Valley Center, Park City, and Sedgwick County. You can meet virtually or arrange a local, in-person conversation.

How is Momenti different from a bookkeeper or CPA?

Bookkeepers record transactions and CPAs handle taxes and compliance, both focused on the past. Momenti Strategy looks forward, using your data to plan budgets, forecast growth, and guide decisions. Many businesses use all three, and we help the pieces work together.

What kind of businesses do you work with?

We work with small and mid-sized Wichita businesses across industries, including agriculture, construction, retail, service, and manufacturing. Clients range from startups preparing for investors to established, family-owned companies that want to run more efficiently and grow.

How do we get started?

It starts with a no-obligation Discovery Meeting. We learn about your business and goals, then outline how we can help. If it is a fit, we send an engagement letter and a proposal. Request your Discovery Meeting online or call 316-617-7178.

Do you keep my financial information confidential?

Yes. Confidentiality is a core promise. Your financial data is handled with care and never shared. We work from your numbers to build strategy, and protecting that information is fundamental to how we operate.