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How We Work

All the financial leadership your MSP needs, embedded directly into your business to bring clarity, control, and confidence.

Contact Our MSP Financial Experts Today
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The financial hierarchy of business needs

Financial management matures in stages. Each level builds a stronger foundation, moving from essential bookkeeping to strategic alignment and financial mastery.

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See our Packages and Pricing
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Financial chaos is slowing your MSP down

Disconnected tools, messy workflows, and inconsistent reporting make it hard to trust your numbers or move quickly.

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You’re missing real financial leadership

Bookkeepers and reports aren’t the same as guidance. Without strategic financial leadership, growth decisions feel reactive instead of intentional.

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You don’t trust your financial data

When the numbers are late, inaccurate, or unclear, every decision becomes a gamble instead of a strategy.

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Cash flow feels unpredictable

Slow invoicing, weak collections, and poor visibility into cash leave you stressed about liquidity, even when revenue looks strong.

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Finance work is eating your time

Manual processes and constant follow-ups pull you away from running, growing, and leading your MSP.

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Spending is creeping up without clarity

Untracked expenses and budget overruns quietly erode margins and make profitability harder to protect as you scale.

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Our Packages

Choose the right level of support for your MSP.

Using Service Leadership (SLIQ) benchmarks, we price our services as a percentage of your organization’s revenue - ensuring your finance function scales efficiently, protects margins, and supports long-term enterprise value as you grow. The revenue percentages below reflect typical MSP needs; however, no two MSPs are built the same. Our packages are designed as a starting point, and we tailor scope and investment based on your team structure, systems, and growth goals.

Foundation Builder

Strategic CFO Advisory
Services

1%–1.5% of annual revenue

Starting price, billed monthly

For:
Early-stage MSPs focused on building a strong financial house. Embedded strategic financial leadership - starting with a transformation roadmap and then ongoing CFO advisory support. Focused on financial modeling, execution alignment, and business performance acceleration.

Team: Weekly CFO Advisory Call / EOS L10 meeting participation

  • Work with your CPA on tax strategy
  • Financial Assessment & Transformation Roadmap: A structured review of your financial foundation with a clear 90-day plan to strengthen reporting, margins, and decision-making.
  • Biweekly CFO Advisory Call: Leadership-level working sessions focused on performance, priorities, and next-best actions.
  • Financial Model + Forecast (Built & Updated Monthly): A living forecast that connects revenue, labor, expenses, and cash so you can plan confidently.
  • Annual ROTRU Analysis (Revenue Optimization through Resource Utilization): A once-per-year deep dive into utilization, service capacity, and margin improvement opportunities.

Bookkeeping services can be added at an additional charge.

Let’s Talk

Momentum Manager

Strategic CFO Advisory Services + Close Oversight (Light Controller Support)

1.25%–2% of annual revenue

Starting price, billed monthly

For:
MSPs that have someone “doing the books,” but need stronger oversight, cleaner reporting, and leadership-level financial direction-without the weight of full controller execution.

Team: CFO & Controller (Oversight)

  • Everything in Foundation Builder, plus:
  • Work with your CPA on tax strategy
  • Month-End Close Oversight: Close checklist management, review of entries, and accountability to improve consistency and confidence in your numbers.
  • Monthly Financial Reporting Package: P&L, Balance Sheet, Cash Summary, and KPI snapshot delivered monthly.
  • Monthly Leadership Finance Review: A dedicated monthly review to translate the numbers into action (pricing, hiring, cash, and execution priorities).

Bookkeeping services can be added at an additional charge.

Let’s Talk

Growth Partner

Strategic CFO Advisory Services + Controller Support

1.5%–2.5% of annual revenue

Starting price, billed monthly

For:
MSPs scaling quickly and needing structure, redundancy, and strategic finance leadership. You may have team members handling AP, billing, and procurement-but you lack finance oversight and forward-looking planning. We take pressure off ownership, strengthen your finance function, and bring an MSP finance expert into your L10s and culture.

Team: CFO & Controller

  • Everything in Momentum Manager, plus:
  • Month-End Close
  • Process Automation Improvements (PSA + Accounting System): Improve workflow, reduce manual errors, and strengthen data accuracy.
  • Finance Team Management: Provide support, oversight, and strategic mentorship to your internal accounting team.
  • SLI Benchmark Submission and/or KPI Management: Support with Services Leadership Index participation and/or ongoing KPI tracking.
  • Onsite annual planning meeting with your NLN CFO
  • Bookkeeping oversight and support to optimize your current staff
Let’s Talk

Scale Operator

CFO Advisory + Controller + Finance Ops Leadership
(Partial Embedded Team)

2%–3% of annual revenue

Starting price, billed monthly

For:
MSPs experiencing rapid growth and complexity-where finance must operate like an engine, not a bottleneck. This tier is for leadership teams who want strong execution, confident numbers, and proactive financial management without fully outsourcing the entire accounting department.

Team: CFO + Controller + Accounting Support (as needed)

  • Everything in Growth Partner, plus:
  • Deeper Finance Ops Execution Support: Additional capacity for higher volume environments where leadership needs help turning strategy into consistent monthly outcomes.
  • AR & Billing Oversight (Leadership + Controls): Improve cash flow discipline, reduce aging, and tighten billing reliability.
  • Quarterly Pricing + Margin Review: Agreement profitability review and margin improvement opportunities.
  • Expanded EOS / Leadership Participation: Finance leadership support aligned with your operating cadence and priorities.
  • Priority Communication via Email + Teams: Fast access to your finance leadership team when decisions need to move.
  • Light bookkeeping services to extend your internal team where it’s needed most
Let’s Talk

Enterprise Engine

CFO Advisory Services + Controller + Embedded Accounting Team

2.5%–5% of annual revenue

Starting price, billed monthly

For:
MSPs outsourcing most or all of their finance operations. From AR and billing to projections and funding discussions, NLN becomes your fully redundant, embedded finance team-so ownership can stay focused on growth, execution, and outcomes.

Team: CFO, Advisor, Controller & Accounting Team

  • Month-End Close
  • Finance Team Management Provide support, oversight, and strategic mentorship to your internal accounting team.
  • AR, Billing & Collections
  • Cash management
  • AP
  • Fixed asset management
  • Payroll
  • Sales, payroll and 1099 tax filing services
  • Expense management oversight
  • Monthly utilization reporting
  • Month end package
  • NLN Advisor to support strategic initiatives and accelerate results
  • Onsite annual planning meeting with your NLN CFO
  • Procurement services can be added at additional charge
  • Everything in Scale Operator
  • Bookkeeping Your NLN Controller and Accounting team run your MSP’s finance department from top to bottom. We’ll either embed with your existing accounting team or be your entire accounting team.
Let’s Talk

*Pricing will be re-evaluated annually and adjusted to your annual revenue and needs.

*Pricing may be affected by the number of finance team members you already have on staff.

Ask about a custom bundle tailored to your team's trajectory

Book a Free Consultation

Additional Ways We Help MSPs Grow

Next Level offers strategic financial services that help MSPs run smarter, grow intentionally, and protect profitability.

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Due Diligence Review & Acquisition Support 

Navigate acquisitions with confidence. We support MSPs through every stage of due diligence, from financial validation and risk assessment to deal strategy and integration planning.

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SBA Funding & Lending Support

From traditional debt to SBA-backed loans, we help MSPs prepare, position, and secure the funding they need to grow without unnecessary friction.

Learn more in our blog
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Valuation Roadmap

Understand what drives your MSP’s value and how to improve it. Our valuation roadmap highlights financial, operational, and structural opportunities to strengthen performance and long-term appeal.

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Compensation Review

Align compensation with growth and profitability. We help MSPs design pay structures that attract and retain top talent while protecting margins.

PSA Finance Review & Implementation

Get more value from your PSA. We guide MSPs through financial setup and optimization in platforms like ConnectWise and Halo, improving billing accuracy, contract management, and financial workflows.

Consult Our MSP Financial Experts Today
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ROTRU Revenue Optimization Through Resource Utilization™

ROTRU Revenue Optimization Through Resource Utilization™ is a strategic analytics framework built by Next Level Now to help IT Managed Service Providers (MSPs) move from reactive planning to data-driven decisions. By analyzing client behavior, labor costs, and profitability, this helps you focus on the right clients, staff smarter, and boost margins.

Here's The 3-Step Process:

1. Client Banding – Segment clients by how they use your services, not just revenue.
2. Cost Infrastructure Analysis – Identify where time and resources are misaligned with value.
3. Resource Planning by Band – Align staff levels and skills with real client demand.

Why It Matters: Most MSPs rely on outdated metrics. This framework leverages your PSA (ConnectWise, Halo) and financial systems to deliver actionable insights that align service delivery with profitability.

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Let’s Build the Right Financial Strategy Together

Tell us about your business, and we’ll guide you toward the best level of CFO and accounting support tailored to your growth stage.

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Choose your starting point today and scale as your company grows.

Our team will reach out to discuss your needs and design a financial plan that works for you.

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