Chief Financial Officer
Peggy Smith
Peggy Smith is an accomplished accounting and finance professional and currently serves as Chief Financial Officer at Next Level Now, Inc. She brings more than 25 years of public accounting and consulting experience, with deep expertise in corporate tax, income tax, and outsourced accounting services. Her career spans long-term leadership roles in professional services, where she has supported businesses with complex financial and tax needs across multiple industries.
Areas of Expertise
Peggy’s expertise includes corporate and individual taxation, financial oversight, controller-level advisory services, and client-focused consulting. She is known for her technical proficiency, consistency, and ability to guide organizations through regulatory, compliance, and financial reporting requirements with confidence and precision.
Leadership Approach
Peggy leads with professionalism, reliability, and a strong commitment to client service. Throughout her career, she has partnered closely with business owners, executives, and internal teams to ensure financial accuracy, compliance, and sound decision-making. Her leadership style emphasizes trust, accountability, and long-term relationships built on expertise and integrity.
With extensive experience managing outsourced accounting and advisory engagements, Peggy is particularly effective in environments that require steady oversight, clear communication, and practical financial guidance. Her approach supports both day-to-day operational needs and broader strategic objectives.
Education & Certifications
University of Southern Indiana
Bachelor of Science in Accounting and Business/Management
Certifications
Certified Public Accountant (CPA)
Let’s Build the Right Financial Strategy Together
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