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What Our Clients Say About Us

Sample Testimonials

I would refer NextLevel to clients that need a financial skill set that they don’t yet have. As a banker, I’m looking for projections I can rely on. NextLevel is savvy about what banks expect for structure and financial information.

• NextLevel gets engaged at a level that’s hands-on. They don’t do generic processes; they really get to know the individual client.

• NextLevel acts as an outsource provider of our CFO services. We have someone who does clerical functions of accounting and payroll, but NextLevel provides financial assistance at a higher level of CFO services.

• The principals blend their financial backgrounds with real life experience. They are not just pencil pushing geeks.

• Ken Peterson is very collaborative – very skilled at playing the devil’s advocate. He is not threatened by different viewpoints, but at the same time, he is not afraid to dig in his heels.

•NextLevel has pushed us along the road we needed to go down - the concept of outsourcing the comptroller position. The advantage: more economic flexibility.

• NextLevel brings fresh ideas to the table and is never hesitant about sharing them. Each of the principals is a quick study who gets the nuances of our industry. I like to surround myself with smart, energetic people.

• Ken has a broad background in startup, growing, and stable organizations. He's helped bootstrap new ventures, he's helped troubled organizations get back to healthy, he's orchestrated funding rounds, he's overseen regulatory examinations, he's written or fixed business plans, he's aligned P&Ls with strategy and/or ownership priorities, he's run financials and operations for multiple organizations, and more.

• NextLevel brings calm, stable members to any management team, and in the face of crisis, they keep cool and focus on strategy and tactics to resolve issues. Ken combines candor with directness in employee and human resource situations, making clear what the organizational goals are while maintaining a human touch.