What we're about
Stabilizing your Business Finances
The primary goal at NextGen Finance Partners is to help business owners reduce stress and sleep better at night.
Let our experts with more than 27 years of experience help you ready your business to sell, help you retire, or just get your books to the place you've always wanted them to be, but struggled to do on your own.
What We Offer
At NextGen Finance Partners, we provide a comprehensive range of accounting and financial services to support your business growth. From bookkeeping to financial analysis and data dashboarding, we have the expertise to assist you in making informed financial decisions.
$3,000/mo.
Bookkeeping and Accounting
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Separate scoping of data and initial setup incurs an up-front charge of $2,500
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Bookkeeping entries and reconciliations
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Accounting, journal entries, and month-end close
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Ensure GAAP compliance and preparation of monthly financial statements (P&L, Balance Sheet, Cash Flow)
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AP & AR management is available, billed at $40/hr
$5,000/mo.
Business Intelligence Dashboard
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Key Performance Indicator (KPI) discovery and identification
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Daily reporting - one-pager including Sales, COGS, and other agreed upon KPIs
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Benchmark comparison and monitoring
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Includes Bookkeeping & Accounting
$10,000/mo.
Financial Analysis and Reporting
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Budgeting and Financial Planning - establishing goals and plans aligned with long-term strategies
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Cash Flow Management and Forecasting - liquidity and cash flow risk reduction
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Budget vs Actual reporting - in coordination with Accounting team
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Fractional CFO - provides strategic analysis of KPI performance and impact of actual performance versus strategic goals
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Includes Bookkeeping, Accounting, and Business Intelligence Dashboard
$1,600/mo.
Cash Flow Forecasting
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Monthly forecast of cash flows
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Stand alone service
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Forecasts provide 12 months of projections
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Requires complete data set (Additional data gathering help is available if needed)
Who We Are
Sam Payne
Managing Partner
Sam has been in financial leadership for 15 years spanning industries such as Enterprise SaaS, Ecommerce, and fintech. He's worked in public companies and private equity and in a host of international offices and worldwide fast-growing companies.
It was Sam's experience in Financial Planning and Analysis that led him to found NextGen. Between him and his partners they have 27 years of expert finance and accounting leadership experience, and enjoy providing the polished financial finish to companies on the move.
Why Choose Us
We specialize in providing tailored accounting and financial solutions across diverse industries, ensuring that each client receives personalized and comprehensive support for their unique needs.
Industry-Specific Expertise
Customized Financial Strategies
Comprehensive Financial Analysis
Ongoing Financial Guidance
Client Stories
Orrin Lemon
-CEO,
OXN Engineering
״Partnering with NextGen Finance Partners has transformed how we manage our finances. Their strategic insights really enables us to make informed decisions and drive our business forward. The improved quality of data has sped up our decision-making abilities and they've been invaluable.״