Strategic Financial Leadership
Driving MSP Success Through Embedded Finance Teams
Gain the strategic financial insight of a full CFO team —
embedded directly into your business.
Exciting News!
Next Level Now Announces Ownership Transition to CEO Brandi Bonds With Sonja Fridell Pomerleau as Equity Partner and COO, Marking a New Era of Growth, Innovation, and Women-Owned Leadership
We work with the tools you trust
From ConnectWise to Quickbooks and beyond, we are experts in your tools.
The financial hierarchy of business needs
Financial management matures in stages. Each level builds a stronger foundation, moving from essential bookkeeping to strategic alignment and financial mastery.
Disorganized Financial Systems?
Messy workflows and inconsistent reporting holding your business back.
Lack of Strategic Financial Leadership?
Without experienced guidance, growth opportunities and sound strategies are missed.
Inaccurate Financial Data?
Poor insights lead to bad decisions and unreliable performance tracking.
Inefficient Cash Flow Management?
Slow invoicing and weak collection systems causing liquidity stress.
Time-Draining Financial Tasks?
Manual processes pulling focus from your core operations.
Uncontrolled Spending and Budget Overruns?
Unmonitored expenses cutting into profitability.
"When I founded Blue Net in 2022, my focus was on refining our mission, streamlining our organization, and modernizing systems to support our growth in the IT industry. However, as we transitioned, we struggled with financial alignment. Our internal bookkeeper did their best, but it became clear we needed more expertise. Next Level Now Fractional CFO joined us in Q1 2024, and their strategic insight made a huge difference. They guided us through the transition of systems, including QuickBooks, helping us navigate cash flow and long-term growth. Today, we have a leaner team, higher EBITA, and are well-positioned to scale—all thanks to Next Level Now and a system like HaloPSA."
Adam Wittke, Founder
Blue Net Inc.
Getting the CFO and accounting expertise you need is easy
Assessment
We comprehensively assess your current financial stack, team, and processes to identify inefficiencies and opportunities for improvement.
Onboarding
We comprehensively assess your current financial stack, team, and processes to identify inefficiencies and opportunities for improvement.
Optimization
We comprehensively assess your current financial stack, team, and processes to identify inefficiencies and opportunities for improvement.
Ongoing Improvement
We comprehensively assess your current financial stack, team, and processes to identify inefficiencies and opportunities for improvement.
About Next Level Now
Located in Beverly, Massachusetts, Next Level Now specializes in embedded CFO and accounting services designed specifically for IT companies and MSPs. With over 20 years of experience, our team delivers strategic financial leadership and hands-on support to drive profitability and scalability. From financial modeling to payroll, we manage the complexities of your finances, so you can focus on growing your business with cost-effective, high-quality solutions tailored to your needs.
Discover what our clients are saying about us
Next Level Now is fully committed to your success. But don’t just take our word for it — see what our customers say about working with us.
"It comes down to trust and confidence. Outsourcing our financials was a decision not taken lightly and it was a great move."
B. Bilodeau
President, 1440 Security
Get Next Level Insights from Our Blog
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Most MSPs run their business from the bank account. And that’s exactly why they leave money on the table. In the newest episode of M&A…
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Next Level Now Becomes Women-Owned Under CEO Brandi Bonds; Sonja Fridell Pomerleau Named Equity Partner & COO
Next Level Now (NLN), a leading provider of CFO-led financial and operational services for growth-focused companies, today announced a defining milestone in its evolution. Brandi…
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The 7 Levers Every Business Must Master to Build a Financial Flywheel
Why CFO-Level Insight Only Matters When It Drives Owner-Level Action In today’s fast-moving business environment, financial clarity is no longer optional, it’s a competitive advantage.…
Read MoreLet’s Build the Right Financial Strategy Together
Tell us about your business, and we’ll guide you toward the best level of CFO and accounting support tailored to your growth stage.
Choose your starting point today and scale as your company grows.
Our team will reach out to discuss your needs and design a financial plan that works for you.
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