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Virtual CFO Services

​We exist to empower business owners with CFO expertise for sustainable growth & success.

Next Level Financial - Remote CFO Services

Foundational

Bi-weekly pricing starts at $1,250

  • Cash Flow Management

  • Annual Financial Planning

  • Monthly Budget to Actual Review

  • Key Financial Metrics Tracking

  • Bookkeeper oversight

  • One improvement project per quarter

Core

Bi-weekly pricing starts at $2,151

  • Everything in Foundational

  • Scenario planning based on backlog + pipeline

  • Pricing and margin strategy

  • Stakeholder Reporting (Internal + External)

  • Enterprise forecasting

  • Project level forecasting

  • Resource allocation planning

  • Staff utilization forecast

  • Capital Deployment Analysis

  • Two improvement projects per Quarter

Strategic

Bi-weekly pricing starts at $2,651

  • Everything in Core

  • Quarterly strategic finance sessions

  • Three improvement projects per quarter

*All fees are dependent on the size of the company and services provided.

Please set up a consultation here for pricing specific to your company.

Our Process

Stabilize

Establish clarity and control over finances so leadership can make confident short-term decisions.

  • Onboarding

  • Fix broken or missing financial processes

  • Create visibility into cash flow and obligations

  • Ensure basic reporting is timely, accurate, and decision-ready

Optimize

Implement systems, dashboards, and models that improve decision-making and operational performance.

  • Elevate financial insights from backward-looking to strategic

  • Streamline financial operations and reporting cadence

  • Create models that support proactive leadership

Scale

Build financial infrastructure that supports growth without chaos.

  • Structure finance to support multi-entity, multi-project, or fund-level complexity

  • Equip leadership with strategic models and forward-looking tools

  • Develop internal team capability and reporting independence

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Our Purpose

Your virtual CFO partner

We turn financial guesswork into financial clarity. Learn what Next Level Financial can do for you.

Levels & Pricing

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