The Client Experience

Let’s be honest – working with the typical CPA firm is frustrating. Their focus on billable hours creates what feels like a transactional relationship designed for them, not you. Their poor communication skills make them ill-equipped to meet the agile needs of your business. Plus, their one-size-fits-all approach results in a low-value relationship that leaves you with more questions than answers.

At NextGen we’ve redesigned the model to work for you. We provide tiered service plans that are customizable to fit your business needs. We meet you where you are today, and help propel you to where you aim to be tomorrow.

The Empire

Building Plan

ESSENTIALS

Monthly financial reporting provides the essential data to elevate the quality of your business decisions. The reporting package includes Monthly P&L and Bank Reconciliations.

EMERGING GROWTH

Monthly financial reporting & financial analysis that provides comparative analysis, identifies financial strengths and threats, and includes a quarterly deep dive with your accountant to review results and recommendations. The reporting package includes Essentials, a 10-page Monthly Financial Analysis, key ratios and KPIs, and a quarterly financial review meeting with Team NextGen.

EMPIRE BUILDING

Monthly financial reporting, monthly financial analysis, quarterly review meeting and mid-year tax projection and analysis. The reporting package includes Emerging Growth plus a mid-year tax analysis, tax review consultation with Team NextGen, and annual tax prep for your business and personal file.

LEGACY

A fully customized service profile suited to best meet the long-term goals of founders with multiple business ventures. We’ll design a comprehensive strategy for each business and develop consolidated reporting to ensure you see the full tax and accounting picture for all. Our wrap-around services will be tailor-made for your empire.

A Board of Brilliance

The most successful businesses foster a collaborative relationship between you, the CEO, your CFO, and your general counsel. Working collectively we ensure your business plans are executed to produce financial success, minimal taxes and proper legal protections.