What we're about
Empowering Your Financial Success
NextGen Finance Partners is a team of finance and accounting experts with more than 27 years of combined experience to help you master your bookkeeping, accounting, data dashboarding, and finance needs.
What We Offer
At NextGen Finance Partners, we provide a comprehensive range of accounting and financial services to support your business growth. From tax planning and bookkeeping to financial analysis and data dashboarding, we have the expertise to assist you in making informed financial decisions.
(Each offering is inclusive of lower-priced offerings. i.e. Business Intelligence Power includes the Bookkeeping and Accounting services for the listed price)
$3,000/mo.
Bookkeeping and Accounting
-
Separate scoping of data and initial setup can incur charges of $150/hr
-
Bookkeeping entries and reconciliations
-
Accounting and month end close
-
Ensure GAAP compliance and preparation of 3 financial statements
-
AP & AR management is available for hour billing at $40/hr
$5,000/mo.
Business Intelligence Power
-
Key Performance Indicator (KPI) discovery and identification
-
Daily reporting - one-pager including Sales, COGS, and other agreed upon KPIs
-
Benchmark comparison and monitoring
$10,000/mo.
Financial Analysis and Reporting
-
Budgeting and Financial Planning - establishing goals and plans aligned with long-term strategies
-
Cash Flow Management - liquidity and cash flow risk reduction
-
Budget vs Actual reporting - in coordination with Accounting team
-
Fractional CFO - provides strategic analysis of KPI performance and impact of actual performance versus strategic goals
Our Team
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.
Advisory Board
Bill Kennedy
Advisor
Bill has 30 years of financial leadership experience spanning public & private companies, and big tech including SalesForce.com and is currently the CFO of fintech company Galileo Financial Technologies.
Rachael Meyers
Advisor
Rachael leads a large segment of the sofi.com accounting team and has 15 years of experience supporting public accounting and banking within the accounting field. She is an expert in accounting operations, AP/AR, and many other technical aspect of accounting.
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
Personalized Financial Strategies
Comprehensive Financial Analysis
Ongoing Financial Guidance
Client Stories
Orin Lemon
״Partnering with NextGen Finance Partners has transformed how we manage our finances. Their strategic insights have empowered us to make informed decisions and drive our business forward. The data quality and speed to decision-making is without compare.״
Sarah Johnson
״I highly recommend NextGen Finance Partners for their deep expertise and personalized approach. They have significantly improved our financial processes and compliance while providing valuable guidance.״