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Outsourced CFO Services: A Case Study

Outsourced CFO Services: A Case Study

  • August 13, 2021
  • CFO TipsFeatured

A client’s controller had resigned from their already understaffed accounting department. They were in urgent need of help and reached out to us for assistance. Learn how our outsourced CFO services helped them recover and thrive.

Key Points:

Problem: The client was in immediate need of finance and accounting services that could adapt to meet their growing and rigorous business demands.

Solution: We were able to provide them with a highly qualified CFO that was perfectly suited for their industry who offered a diverse range of skills and expertise that successfully:

  • Established strategic planning and enhanced scalability by building a reliable accounting team
  • Developed documentation and streamlined operations and procedures
  • Increased efficiency through meaningful KPIs
  • Empowered leaders with a wealth of resources and solutions

The company’s CEO found that: “Everything about the accounting department has been increasingly efficient since we started our partnership with Next Level Now. I attribute that to finally having a true leader in the department that was able to provide solutions and build an effective team.”

Outsourced CFO Services that Match Your Needs

Our client is in the Outdoor Sporting Goods industry and they design and manufacture products for camping, mountaineering, and campfire enjoyment. They needed an outsourced CFO that could immediately provide the necessary skill sets to streamline operations and develop their internal team. To accomplish this, we brought in our highly-skilled CFO with over 20 years of experience as a Finance and Operational Executive. To get a true sense of the business’ needs and procedures, he worked closely with them to develop applicable solutions

Through his proficiency in financial modeling and forecasting, he provided the client with accurate data so they could make informed decisions. He was also able to streamline accounts payable and receivable, payroll, budgeting, and more. The company’s CEO described our services as, “the perfect tool for transitioning, ramping up, and exploring what the true needs of the business are. And Next Level Now was able to do so with incredible speed, flexibility, and acumen.”

Building a Lasting Partnership

Most of our clients are looking for a long-term partnership, and this client was no exception. As a result, we continue to provide them with steady guidance and a wealth of resources to fuel their success. Their CEO stated, “Next Level Now is a perfect partner for us, and we have developed a trust with them to continue to utilize their services for years to come and refer them to others.” In fact, after the success they gained working with our CFO, we were also able to provide them with bookkeeping assistance. We strive to help our clients become self-sufficient while also supporting them when needed.

CFO Services to Take Your Business to the Next Level

Next Level Now provides outsourced finance, bookkeeping, and accounting services. Our services allow you to focus on the areas of your business that you are good at, while we handle the financials. Contact us to learn more about our outsourced CFOs and accountants so, we can help your business succeed today!

Next Level Now’s 2021 Conference Schedule

Next Level Now’s 2021 Conference Schedule

  • May 21, 2021
  • Breaking News

Next Level Now will be attending a variety of conferences this year to network, learn, and take part in the ever-evolving discussions around finance, applied behavior analysis, and information technology. We are excited to see everyone virtually and in person! Check out the conferences we will be attending below:

Finance Conferences

We’re excited to take part in finance conferences this year that will allow us the opportunity to connect with others and learn additional tools that inspire us to continue driving client success.

Sage Partner Summit

We will be there from May 25th to the 27th. The virtual event will provide information and tools to better build businesses. Their program centers itself around the pillars of learning, community, alignment, and inspiration. Plus, the event will take advantage of the virtual space by allowing flexibility in pacing and offering an assortment of tracks hosted in a variety of languages. Let’s schedule a time to meet up! Connect with us here.

Digital CPA Conference

Digital CPA is for practitioners that are curious about technology. It will take place in Nashville, Tennessee from December 5th to the 8th. Their on-site and online conference will explore how firms can stay ahead of the curve. If you will also be attending, let’s plan a Nashville BBQ dinner! Contact us now.

ABA Conferences

Our Accounting team will be attending ABA conferences to further provide insights and solutions that support the complex decisions ABA service organizations face.

SEABA Conference

The Southeastern Association for Behavioral Analysis Conference will be held at The Courtyard Columbia Downtown in Columbia, South Carolina from October 14th to the 16th. SEABA is a regional affiliate of the Association for Behavior Analysis International that promotes scholarly discourse within the field. We are excited to meet all the ABA professionals that serve the Southeast; schedule a meetup with us!

Information Technology Conferences

Our CFOs and accounting team will be taking part in the dynamic dialogue surrounding IT and MSPs to showcase our innovative financial strategies that improve project and company profitability.

IT Nation Secure (Connectwise)

The IT Nation Secure will take place from June 21st to the 23rd in Orlando, Florida and virtually. The cybersecurity training event will teach attendees how to reduce risks and streamline service delivery to offer transformative cybersecurity solutions to their clients. The sessions will cover different aspects of cybersecurity including the human element, security operations, partner-led thought leadership, and more! If you’ll also be there, we’d love to meet up! Contact us now.

MSP EXPO and ITEXPO

Both events will take place at the Miami Beach Convention Center in Miami, FL from June 22nd to the 25th. MSP EXPO will have two conference tracks to assist MSP business owners and technology specialists. ITEXPO will demonstrate solutions and trends to innovate communications and technology tools. Both events will be an incredible network opportunity with 59% of attendees meeting new companies at ITEXPO and over 400 MSP companies present at the MSP EXPO. Contact us to connect with us at the expo!

DattoCon

We will be attending DattoCon21 from October 11th through the 14th in Seattle, WA. The MSP conference plans to exhibit the company’s expansion from data protection appliances, remote monitoring and management, professional services automation, and cloud-managed networking. Are you attending too and want to meet up with us? We’d love to buy you a drink! Let’s plan a date and time.

ASCII Success Summit Orlando

We will be attending the summit at the DoubleTree at SeaWorld in Orlando, Florida from October 27th to the 28th. The ASCII Summits are organized to assist MSPs to develop best practices and network while learning new opportunities. The keynote speaker, Mike Michalowicz, will discuss his latest book “Fix This Next” which divulges strategies businesses can use to grow. Let’s plan a meet-up down in Orlando; contact us now!

Sage Transform

The Sage Transform conference will take place from November 8th to the 12th in Las Vegas, Nevada. The technology conference will feature online and in-person experiences that will showcase Sage solutions and their latest innovations, product roadmaps, and best practices. Let’s plan a dinner in Vegas, contact us to get started!

IT Nation Connect (Connectwise)

The 3-day event will be in Orlando, FL from November 10th to the 12th. IT Nation Connect is designed to aid business owners and leaders to grow their companies while continuing to motivate and empower their teams. Let’s plan a get-together at the show; connect with us here!

We’re thrilled to attend these conferences this year and connect with a variety of businesses and professionals. Contact us to learn more about our conference schedule or how our outsourced CFOs and accountants can help your business succeed today!

Filling Your Sales Pipeline After the COVID-19 Pandemic

Filling Your Sales Pipeline After the COVID-19 Pandemic

  • May 21, 2021
  • Executive Series

The COVID-19 pandemic caused many businesses’ sales pipelines to dry up. So, our CEO Ken Peterson spoke with John Barrows, CEO of JBarrows Sales Training about how businesses can get back on track in a post-pandemic world.

Restocking Your Business’ Sales Pipeline

The conversation below discusses:

  • How ideal customer profiles have changed
  • How persona priorities have changed
  • Ways to craft your messaging to drive results

Watch Ken and John’s conversation now, then contact us to learn more about how we can help you.

 

Book Recommendations for Entrepreneurs

  • May 21, 2021
  • Executive Series

The leaders at Next Level Now enjoy reading and recommending books to our clients. Browse our ever-growing list of favorites below. As Peter Drucker once said, “Knowledge is Power. It controls access to opportunity and advancement.”

Stack of Book Recommendations for Entrepreneurs

 

Next Level Now Reading List

The Daily Drucker, Peter F. Drucker

The Ecological Vision, Peter F. Drucker

Good to Great, Jim Collins

Great by Choice, Jim Collins & Morten T. Hansen

Built to Last: Successful Habits of Visionary Companies, Jim Collins & Jerry Porras

The Advantage, Patrick Lencioni

The Five Dysfunctions of a Team, Patrick Lencioni

The Four Obsessions of Extraordinary Executive, Patrick Lencioni

Death by Meeting, Patrick Lencioni

Getting Naked, Patrick Lencioni

Tribe, Seth Godin

The Icarus Deception, Seth Godin

Fierce Conversations, Susan Scott

Mastering the Rockefeller Habits, Verne Harnish

Scaling Up: How a Few Companies Make It…and Why the Rest Don’t (Rockefeller Habits 2.0), Verne Harnish

Selling the Invisible, Harry Beckwith

The Invisible Touch, Harry Beckwith

Execution, The Discipline of Getting Things Done, Larry Bossidy & Ram Charan

Speak Like A CEO, Suzanne Bates

Motivate Like A CEO, Suzanne Bates

jack – Straight from the Gut, Jack Welch

The 8th Habit – From Effectiveness to Greatness, Stephen R. Covey

Thinking for a Change (11 ways highly successful people approach life & work), John C. Maxwell

Outliers, Malcolm Gladwell

Business Brilliant, Lewis Schiff

First, Break All the Rules, Marcus Buckingham & Curt Coffman

The Tao of Coaching, Max Landsberg

In Search Of Excellence: Lessons from America’s Best-Run Companies, Thomas J. Peters and Robert H. Waterman Jr.

Originals, Adam Grant

The Great Game of Business, Jack Stack

The Talent Delusion, Tomas Chamorro-Premuzic

Let’s Get Real or Let’s Not Play, Mahan Khalsa & Randy Illig

The E-Myth Revisted: Why Most Small Businesses Don’t Work and What to Do About It, Michael Gerber

The Effective Executive: The Definitive Guide to Getting the Right Things Done, Peter Drucker

The Fifth Discipline: The Art & Practice of the Learning Organization, Peter Senge

First, Break All the Rules: What the World’s Greatest Managers Do Differently, Marcus Buckingham & Curt Coffman

How to Win Friends and Influence People, Dale Carnegie

Key Management Ratios, Ciaran Walsh

CEO Tools, Kraig Kramers

Keeping Score, Mark Graham Brown

No Excuses Management, T.J. Rodgers

Use our Contact Us page to message us about any books we should know about!

The Inaugural Executive Series Event – A Big Success!

  • February 6, 2020
  • Executive Series

The first event of 2020 kicked off on January 29 at Grill 28/Pease Golf Course. The Executive Series Moderator/CFO, Matt Towse welcomed our guest panel of Brandi Bonds, CFO at Next Level Now, John-Michael Girald, Founder of Peloton Advisory, Julie Morse and Peter Burger, Business Attorneys with Orr & Reno. The topic was M&A and we explored the different stages and opened up the discussion to an engaged room of business owners, finance professionals, and investment partners.

Brandi Bonds & Guest Panel at The Executive Series Event Brandi Bonds & Guests at The Executive Series Event

Next Level Now Partners to Create The Executive Series

  • January 22, 2020
  • Uncategorized

 

 

 

 

We are happy to bring a new business series to the Seacoast. The Executive Series – learning and networking event. Our inaugural event kicks off with an interactive talk with a Panel of M&A professionals.

Our inaugural event starts off with the topic Mergers & Acquisitions on Wednesday, January 29, 2020.

The Panel:

John-Michael Girald – Founding Partner of Peloton Advisory LLC

Julie Morse and Peter Burger – Business Attorneys at Orr & Reno 

Brandi Bonds – CFO at Next Level Now, Inc.

 

If you are thinking about selling your business in the future, you won’t want to miss the first Executive Series event, Mergers & Acquisitions.

Click here to learn more & register

January 29th at 7-9am at Grill 28 at Pease Country Club in Portsmouth NH

–––––––––––––––––––––––––––

Calendar & Topics for 2020:

January 29th – M&A Panel
March 25th – How to Eliminate your Close
May 20th – Software Technologies
July 22nd – HR (Trends, Strategies, Rules & Compliance)
September 23rd – Change Management
November 18th – Year-End Planning & Projections

Come join us for our first event as we kick off the New Year! Free breakfast buffet, networking, and presentation!

+1.5 CPE for CPA/CMA

Is it Time to Hire?

  • July 9, 2019
  • Uncategorized

Do you know when it’s the right time to hire additional employees? How do you know that you have enough employees? Are all current employees productive? What does the cost vs. return look like? We’ll provide the answers to these questions and help you SOAR!  #soar #cfos #bookkeeping #outsource #answers https://nextlevelnow.net/strategic-outsourced-accounting-resources/

Accountant Bookkeeping Services From Next Level Now - Bird of Prey Against Blue Sky

Next Level Now Partners with LANDFALL Solutions

  • June 18, 2019
  • Uncategorized

LANDFALL Solutions Logo - Finance Managed Services Partnership

Top Financial Solutions Companies, Next Level Now and LANDFALL Solutions form Partnership to Elevate Client Services

A Partnership that will Provide a Deeper Level of Financial Expertise for Clients

Next Level Now, a top provider of high-level strategic financial services announces a new partnership with LANDFALL Solutions, a leading accounting, and ERP technology consulting firm. This new partnership expands both firms’ services to help organizations focus on accelerating their businesses while improving their financial management and overall financial stability.

Next Level Now Founder/CFO Ken Peterson said he is thrilled to partner with the team at LANDFALL. “Our partnership with LANDFALL is about expanding our service to help our clients succeed, we know we are successful when our clients are matched with the best technology solution that fits their needs and enables growth – it drives us.”

Mark Solberg, President of LANDFALL Solutions adds “We are excited to be working with Next Level Now. Their service provides a lot of value. We are confident that Next Level Now will be able to help our customers have greater insight into their businesses, be able to make better data-driven decisions, and grow their businesses effectively,” stated.

Next Level Now is a team of strategic CFOs, LANDFALL Solutions is an experienced VAR and Accounting Specialist. Together, the two partners have over 50 years of combined finance expertise.

 

About LANDFALL Solutions
LANDFALL Solutions provides accounting and ERP business technology solutions for small to mid-sized companies as well as large multi-national companies with complex requirements. In addition to being a Sage Intacct Partner, Acumatica Gold Certified Partner, and a Microsoft Silver Certified Partner, LANDFALL is an Independent Software Vendor (ISV) and offers its own suite of productivity applications designed to improve the operations of accounting and ERP solutions. LANDFALL offers its clients complete guidance to implement modern, stable and efficient business information systems.

Next Level Now Brings the Party to Nathan Wechsler & Company

  • June 12, 2019
  • Community

Tax season can be long and hard for CPA firms. In honor of all the hard work, we decided to bring a party to our friends at Nathan Wechsler & Company to celebrate all their great work on behalf of many mutual clients. Great food by Rustic Crust/American Flatbread with their mobile pizza truck and refreshing beer from Smuttynose Brewing Company made for an awesome time! 

Next Level Now and Nathan Wechsler & Company Party

Our Clients’ Successes Are What Drives Us

  • May 22, 2019
  • Uncategorized

Working with NLN has taken almost all the financial uncertainty out of my decisions. I literally have a road map for my year before it starts. I just have to hit my targeted goals. The other value NLN brings to the table is that they are part of my management team. I often go to them for questions related to financial and business management or when cash flow is tight or projections change. I would not be where I am today without Next Level Now and can’t imagine being in business without them.”

Do you have a Trusted Advisor to get you where you want to be?

#soar #cfos #trustedadvisor

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