Next Level Accounting

Our company has a rich history of providing exceptional financial services, with a team that boasts over 30 years of experience as senior financial executives. Our expertise spans various industries, from manufacturing and wholesale distribution to retail, banking, healthcare, boat and auto dealers, service companies, non-profit, and military contracting. Running our own businesses for the last 10 years has given us a deep understanding of the unique challenges faced by entrepreneurs and business owners.

Our Services

As your trusted financial partner, we offer a wide array of services tailored to meet your specific needs. Our services include:

• Part-Time CFO Services: Our part-time CFO services provide you with an experienced advisor who integrates seamlessly into your business and supports your strategic planning. This service allows you to confidently lead your business while we help manage day-to-day financial operations.

• CFO Services: We offer comprehensive CFO services that help you navigate the complexities of managing financial operations. Our CFO services include cash flow management, financial planning, budgeting, and strategic planning to guide you toward a better bottom line.

• Consultation: Our free one-hour consultation gives you an in-depth assessment of your business, and you'll receive a customized strategy to address your unique financial challenges. During the consultation, we answer any questions you may have and provide expert guidance to help you make informed decisions.

Our Focus

Our clients include entrepreneurs and business owners whose sales typically fall between $500,000 and $10 Million annually. We specialize in assisting businesses that spend too much time dealing with administrative tasks, leaving little time for revenue-generating activities. A study by ADP revealed that business owners spend 58% of their time on administration and human resources, leaving little time for growth-oriented tasks.

Our clients often have outgrown their internal accounting resources but are not yet ready for a full-time controller. They typically struggle to keep up with administrative tasks, find it challenging to develop a comprehensive business plan for the next year, or simply lack the resources to react to changes in the market.

Our team is dedicated to helping you break through these barriers and reach the next level of success. Whether your business is experiencing a plateau or you're having difficulty managing growth, we provide the expertise and guidance required to optimize your business operations.

Why Choose Us?

Partnering with us gives you access to experienced professionals who have a keen understanding of the challenges you face. With our hands-on, on-site approach, we immerse ourselves in your business, getting to know the intricacies of your operations. Our skilled team offers expertise in:

• Budget preparation
• Cash flow forecasting
• Choosing a commercial liability insurance carrier
• Payroll and human resource matters
• Determining profit margins among various products or services
• Improving profit margins through pricing strategies
• Improving collection of receivables
• Identifying areas to cut costs
• Negotiating/assisting with bank financing

These skills, coupled with our extensive industry knowledge, enable us to provide unparalleled support as you navigate the complex financial landscape.