What We Do

Achieving your Goals

NextGen CFO helps owners of small and mid-sized businesses improve company performance, maximize business value, and achieve their goals.

NextGen strategic business advisors are focused on building long-term, 1-on-1 relationships with business owners, chief executives, and management teams. Our CFO partners provide strategic business advice plus advanced finance and accounting services, all at much less than the cost of a full-time chief financial officer.

We bridge the gap between the accounting and finance team’s tactical viewpoint and the CEO’s strategic perspective. Our CFOs also serve as coaches and managers, business planners and strategists, advocates and negotiators. We primarily serve clients in North Carolina, including the Piedmont Triad, Charlotte, and Triangle areas. We also have clients in Virginia, other states, and Canada through remote or hybrid work arrangements.

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What We Do at NextGen
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Services NextGen CFO Provides Include