Business Details
Trusted CFO & Controller Services in St. Petersburg
At Next Level Accounting, we bring over three decades of experience as senior financial executives to empower businesses across diverse industries. Our team specializes in transforming complex financial challenges into strategic opportunities for growth. With a proven track record in industries ranging from manufacturing to healthcare and nonprofit sectors, we offer tailored solutions that prioritize your business's unique needs. Our approach combines hands-on expertise with a deep understanding of accounting systems, ensuring accurate and actionable financial insights. We are committed to freeing up your time by handling administrative burdens, allowing you to focus on revenue-generating activities.Our dedication to responsiveness, professionalism, and on-site engagement ensures you receive timely, practical advice. Backed by certifications including Certified Public Accountant (CPA) designations, we deliver services that span strategic planning, cash flow forecasting, and operational optimization. Our mission is to provide the financial clarity and expertise necessary to help your business achieve sustainable growth and navigate the path to long-term success.
Services
Part-Time CFO Services
Controller Services
Financial Forecasting
Profit Margin Analysis
Business Consulting
Cash Flow Management
Strategic Planning
Tax Planning
Payroll Solutions
Mergers & Acquisitions
Highlights and features
- We offer 30+ years of experience as senior financial executives across diverse industries.
- Our strategic planning expertise helps businesses overcome growth plateaus and cash flow challenges.
- We provide on-site, hands-on financial guidance tailored to your specific operational needs.
- Our CPA-certified team delivers actionable insights to improve profit margins and operational efficiency.
- We specialize in transitioning businesses from administrative burdens to growth-focused strategies.
What people say
Strategic growth guidance
Time-saving solutions
Expert financial analysis
Personalized approach
Improved cash flow
Services
Part-Time CFO Services
Our part-time CFO services provide growing businesses with experienced financial leadership on demand. We help entrepreneurs develop strategic roadmaps for growth, improve cash flow management, and make data-driven decisions. By combining industry expertise with hands-on guidance, we enable business owners to focus on core operations while ensuring financial stability and expansion opportunities.
Controller Services
Our controller services offer comprehensive accounting and financial reporting solutions for growing companies. We provide monthly financial statement preparation, profit margin analysis, and accounting system optimization to ensure accurate reporting and operational efficiency. Our hands-on approach to accounts receivable management and cost-cutting strategies helps businesses maintain financial health while scaling operations.
Strategic Planning
Our strategic planning services help businesses overcome growth barriers through customized market expansion strategies and operational optimization. We conduct in-depth business analyses, develop multi-year financial forecasts, and implement key performance indicators to track progress. This forward-looking approach enables companies to anticipate challenges and capitalize on emerging opportunities while maintaining financial stability.
Cash Flow Forecasting
We specialize in creating detailed cash flow forecasts that help businesses anticipate financial needs and avoid liquidity crises. Our approach combines historical data analysis with growth projections to develop actionable financial plans. This service enables companies to make informed decisions about inventory investments, equipment purchases, and staffing needs while maintaining optimal working capital levels.
Profit Margin Analysis
Our profit margin analysis identifies opportunities to improve financial performance through pricing strategy optimization and cost management. We conduct comprehensive product/service line evaluations to determine profitability drivers while benchmarking against industry standards. This service provides actionable insights to improve operational efficiency and maximize returns on core business activities.
People
Mark King
CPA
Mark King is a CPA with 30+ years of experience, including roles as CFO and Senior Audit Manager. He has led financial transformations in manufacturing and healthcare industries, successfully guiding companies through growth and ownership transitions while maintaining active CPA licensure.
Matt Holovach
Controller
Matt Holovach is a CPA and experienced controller with 13 years in management accounting and business operations. He specializes in job costing, tax optimization, and financial process improvements for home builders and software developers while maintaining active accounting certifications.
Questions
What types of businesses benefit most from part-time CFO services?
Businesses with $500K-$10M annual revenue seeking growth often benefit most. These include entrepreneurs struggling with administrative burdens, companies experiencing growth plateaus, and organizations needing strategic financial guidance without hiring a full-time CFO.
How do your services differ from traditional accounting firms?
Unlike traditional accounting firms focused on historical reporting, we provide forward-looking financial strategy. Our hands-on approach combines on-site engagement with operational expertise to deliver actionable insights that drive business growth and operational improvements.
What industries do you specialize in?
We serve manufacturing, healthcare, nonprofit, boat/auto dealerships, military contracting, and professional services sectors. Our team's diverse experience across these industries enables us to address specific financial challenges unique to each sector while delivering tailored solutions.
How do you help businesses improve cash flow management?
We implement comprehensive cash flow forecasting systems, optimize accounts receivable collection processes, and develop strategic purchasing plans. Our approach combines financial analysis with operational improvements to ensure businesses maintain adequate working capital while scaling operations.
What strategic planning services do you offer?
We develop customized business roadmaps including multi-year forecasts, KPI frameworks, and growth strategy implementation. Our services cover market expansion planning, financing strategies, and operational restructuring to help businesses overcome growth barriers and achieve long-term objectives.
How quickly can we expect results from your consulting services?
Many clients see immediate improvements through cost savings and process optimizations within the first month. Strategic initiatives typically show measurable results within 90-180 days, depending on business complexity and implementation timelines.
