About Momentum
Momentum CPAs & Advisors was founded on a straightforward premise: business owners and investors with complex tax situations deserve the same caliber of counsel that large institutions receive — delivered by someone who is genuinely accountable to them, not to a partnership hierarchy.
That means one experienced advisor, working directly with you, on the issues that actually matter to your business.
Meet the Founder
Cameron Greener, CPA
Founder & Principal Advisor
Cameron has spent his career at the intersection of technical tax expertise and practical business decision-making — advising clients ranging from early-stage startups to organizations with more than $100 billion in assets, including investment funds, management companies, and operating businesses of every size.
Before founding Momentum, Cameron held senior roles at three distinguished organizations:
Goldman Sachs Asset Management
Led alternative investment tax operations and built and scaled a high-performing tax team at one of the world’s largest and most complex investment managers.
BDO USA — Managing Director & Tax Partner
Grew a multi-million-dollar practice advising venture capital and private investment clients on the full spectrum of tax planning, structuring, and compliance matters.
Human Capital Investment Management
Held tax and controller functions for its investment and management company structures.
Across these roles, Cameron has
- Directed and reviewed thousands of partnership, corporate, and individual tax filings
- Designed and implemented tax risk management and process-improvement initiatives
- Advised on entity structures, allocations, waterfalls, and exit transactions
- Successfully led IRS examinations and state tax matters to favorable outcomes
- Built and mentored tax teams at multiple organizations
Our Philosophy
Good tax work is about more than compliance.
A tax return is a record of decisions already made. The real value of a trusted advisor is in the conversations that happen before those decisions — when there’s still time to structure things well, plan ahead, and avoid the mistakes that cost businesses real money.
“Good tax work is not just about compliance — it’s about clarity, risk management, and momentum.”
The goal is to help clients understand their tax position before problems arise, make informed decisions with confidence, reduce unnecessary exposure and surprises, and build structures that scale as they grow. Momentum exists to be a long-term partner in that process.
How we work
What working with Momentum actually looks like.
Direct access, always
You work with Cameron — not a staff accountant, not a rotating associate. Every question, every return, every planning conversation goes through the same person.
Clear, practical advice
No unnecessary complexity, no jargon for its own sake. Solutions tailored to your specific facts — not templates applied to every client the same way.
Year-round, not seasonal
Tax planning is most valuable before the year closes. We stay engaged throughout the year — not just in March and April when it’s too late to change anything.
Fully virtual, nationwide
We serve clients across the country with the same responsiveness you’d expect from a firm down the street. Location has never been a barrier to good advice.
Who we serve
Built for owners and investors with real complexity.
Clients choose Momentum when the stakes are high, the structures are complex, or they want a trusted advisor who understands both the technical rules and the business realities behind them.
- Entrepreneurs and closely held businesses
- Partnerships and multi-member LLCs
- High-net-worth individuals with complex tax profiles
- Venture-backed startups and their founders
- Investment funds and fund managers
- Management companies and their principals
Ready to work with an advisor who’s actually done this before?
Schedule a free 20-minute consultation and let’s talk through your situation — no pitch, no pressure.
Schedule a Free Consultation
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