No Task is Too Large (or too small) for the Next Level Team
Fractional / Outsourced CFOs
Our professional Chief Financial Officer services range from two days per week, to two days per month. We believe each organization can benefit greatly by having a team-based professional working for your business at a fraction of the cost of staffing internally.
Planning & Modeling
Benefit from having an in-house, highly skilled CFO to evaluate your profitability, expenses, supplier relationships and more. If your business is growing rapidly, we can help with accurate financial modeling and forecasting to help the organization plan properly with timely and accurate data, all resulting in better decisions moving forward.
Strategic planning services are key to help businesses grow and reach their desired goals. We are more than consultants; we immerse ourselves in your organization to become a key part of your executive team and proactive contributors.
Education, Mentoring & Sharing
We love to share our knowledge and educate our clients, helping them understand key financial and personnel indicators. We host educational speaker events for our clients quarterly to engage in important learning and mentoring so they’ll be successful for years to come.
Rock Solid Financials
We pride ourselves in our accurate and timely financials. You can count on our team to be there with the rock solid key financial information that you need when you need it. We are able to create modeling scenarios in order to strategize and plan for the best solutions.
Credibility with Bankers & Investors
Our long time experience leads to trust and credibility among financial partners. We also have very creative sources on where to seek investors. We are an incredibly smart team of financial experts and have the track record to back it up.
Our Strategic Process Begins
We listen and use both ears. By actively listening to our clients we learn. We learn not only the intricacies of the organization, but what keeps our clients up at night. Listening is part of understanding.
After our initial meeting we begin to work and ask questions. We ask more questions and become pro-active problem solvers, opening the door to creative and innovative solutions.
Throughout our careful discovery of listening and questioning we begin to understand. Once we begin to truly understand the issues facing the organization the plan for solutions comes into fruition.
We seek to understand fully. Plans are put into place to help solve the issues that are facing the businesses, the issues that keep our clients up at night. We help our clients grow and reach the next level.
What is the best way to build a budget that works?
With detailed budgets, cash flow projections and planning created with businesses in mind, business owners can rest knowing what their big picture will look like without getting lost in the details. Next Level Now can remove that burden from your plate so you can focus on your business.
How do I make big changes with our sales team?
Change can be hard but necessary. We have worked with all kinds of management teams and often lead and participate in important management meetings; we are also a force behind change management and can help assess and realign the team when necessary.
When is it time to let go and hire a CFO?
An important internal tipping point is when information that helps the business make timely and important decisions is not being prepared. It may also be time to hire a part-time CFO when your business is experiencing rapid growth, is preparing for a merger or acquisition or you are looking for an exit strategy.