Next Level Now

Next Level Now provides embedded CFO and accounting services built for IT companies and managed service providers. Its work covers financial modeling, payroll, cash flow management, and budgeting and forecasting, with a fractional CFO who joins the client's leadership team. The firm also runs an eight-week live Strategic CFO Course for finance leaders who want to move from reporting numbers to shaping decisions.

Engagements begin with an assessment of a client's financial systems, team, and processes, followed by a customized plan and ongoing accounting and strategy support. The firm works alongside existing CPAs and tax advisors rather than replacing them. A free financial assessment takes about 15 minutes, and the team follows up within one business day. The office is in Beverly, Massachusetts.