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  • CFO ADVISORY

Stop making six-figure decisions on a gut feeling.

Strategic financial leadership on your schedule — cash flow forecasting, KPI dashboards, and CFO-level guidance without the full-time cost.

Schedule a Free Consultation

Is this you right now?

Check off what's true right now:

  • My bank feed is months behind
  • I don't know my exact profit this month
  • I'm doing books myself, late at night
  • I found a problem way after it happened
Schedule a CFO Strategy Session

SOUND FAMILIAR?

The problems we hear from owners every week

I'm the one making six-figure calls with a gut feeling.

Without forecasting, big decisions — hiring, expansion, pricing — get made on instinct.

I only find out my numbers months after the fact.

By the time a report shows a problem, the window to fix it has usually closed.

I want to raise a loan or investment but don't have real financials.

Lenders and investors want forecasts and KPIs, not just a P&L.

I don't actually know which services or products make money.

Revenue can look healthy while margin quietly disappears on unprofitable work.

HOW NEXGEN SOLVES IT

Built to fix these exact problems

Cash Flow Forecasting

See your cash position weeks and months ahead, not after the fact.

  • 13-week cash flow model
  • Scenario & what-if planning
  • Runway tracking

KPI Dashboards

The handful of numbers that actually drive your business, tracked monthly.

  • Custom KPI dashboard
  • Monthly performance review
  • Benchmarking vs. industry

Decisions With Real Data

Guidance on the calls that actually move the business.

  • Pricing & margin analysis
  • Financing & lender-ready reporting
  • Hiring & growth planning

WHAT CHANGES

Before NexGen vs. After NexGen

BEFORE

  • Big decisions made on instinct
  • Numbers seen months after the fact
  • No financials ready for lenders or investors
  • Unclear which offerings actually profit

AFTER

  • Decisions backed by a real forecast
  • Numbers tracked monthly, on a dashboard
  • Lender-ready reporting on hand
  • Clear view of what's actually profitable

HOW IT WORKS

Getting started is simple

01

We analyze your financials and hand you an in-depth report, no cost, no obligation.

02

We map your accounts to the KPIs and reporting structure that matter to you.

03

You get dashboards, forecasts, and a standing strategy call.

04

We're on call for financing, hiring, pricing, and growth decisions.

15+
Years Experience

Real experience inside finance & banking teams.

13-Wk
Cash Flow Models

See problems before they arrive.

Board
Ready Reporting

Built for lenders and investors.

1 Day
Response Time

Questions answered fast, not weeks later.

  • Sample CFO Report

See what a real cash flow, margin, and KPI report looks like - the same format our retainer clients get monthly.

See Sample Report
  • 30-Minute Consultation

A free strategy call to talk through where your finances are today.

Book Now

QUESTIONS

Frequently asked

Yes — bookkeeping tells you what already happened. CFO advisory uses that data to forecast, plan, and guide decisions going forward.

Yes — bookkeeping tells you what already happened. CFO advisory uses that data to forecast, plan, and guide decisions going forward.

No — even businesses under $1M revenue benefit from a clear KPI dashboard and monthly strategy call.

Want to see where your business really stands?

Start with a free CFO Strategic Report — real insight, no obligation.

See full CFO Advisory

Schedule a Free Consultation

See your numbers

Get the Sample CFO Report

The monthly cash flow, margin and KPI report our clients get, emailed to you as a PDF.

Sample data · Arrives in minutes · No spam, ever