Business Details
24 Years
experience
Trusted Accounting & Financial Services for IT Companies
Next Level Now was founded in 2002 with a mission to provide strategic financial leadership to IT companies and managed service providers (MSPs). Our team of seasoned CFOs and controllers embeds directly into client operations, offering tailored financial solutions that drive profitability and scalability. With over two decades of industry experience, we specialize in financial modeling, cash flow management, and process optimization, ensuring clients can focus on core IT operations while we handle complex financial challenges. Our expertise spans from day-to-day accounting to high-level strategic planning, supported by proprietary frameworks like ROTRU (Revenue Optimization Through Resource Utilization) to maximize MSP efficiency.Backed by Service Leadership certifications and a track record of client success stories, we prioritize transparency, collaboration, and measurable results. Our commitment to continuous improvement ensures clients receive cutting-edge financial insights aligned with industry best practices, fostering long-term growth and operational excellence.
Services
Embedded CFO Services
Outsourced Accounting
Financial Modeling
Revenue Optimization
Cash Flow Management
ROTRU Analytics
Payroll Processing
Strategic Planning
Financial Reporting
Benchmarking Tools
Details
- Year established: 2002
Highlights and features
- We embed experienced CFOs directly into your IT business for tailored financial leadership.
- Our proprietary ROTRU framework optimizes MSP revenue through data-driven resource planning.
- 20+ years of experience serving IT companies with scalable financial solutions.
- Certified experts in ConnectWise, QuickBooks, and industry-specific financial systems.
- Proven track record of improving cash flow, profitability, and operational efficiency.
Associations and certifications
- Service Leadership
- SLIQ Certifications
What people say
Trusted financial partnerships
Improved cash flow
Expertise in IT finance
Proactive solutions
Scalable growth
Services
Embedded CFO Services
Our embedded CFOs become integral members of your management team, providing strategic financial guidance tailored to IT companies and MSPs. They specialize in financial modeling, profitability analysis, and resource optimization to drive sustainable growth. With expertise in ConnectWise and QuickBooks, our CFOs deliver actionable insights that align financial operations with business objectives, ensuring long-term success.
Outsourced Accounting
We handle day-to-day accounting tasks under CFO oversight, including month-end closes, cash flow forecasting, and financial reconciliation. Our services reduce administrative burdens, improve reporting accuracy, and ensure compliance with industry standards. This allows IT companies to focus on core operations while benefiting from expert financial management and real-time data insights.
ROTRU Analytics
ROTRU is a proprietary framework designed to maximize MSP profitability through client segmentation, cost analysis, and resource planning. By leveraging PSA tools like ConnectWise, we identify inefficiencies and align staffing with client demand. This data-driven approach enhances margins, improves client retention, and supports scalable growth for IT service providers.
Financial Modeling
Our financial modeling services create detailed projections and growth roadmaps tailored to IT businesses. By analyzing historical performance and market trends, we help clients identify high-value customers, optimize pricing strategies, and allocate resources effectively. These models provide a clear path to profitability and informed decision-making for long-term success.
Cash Flow Management
We implement systems to streamline invoicing, reduce payment delays, and improve working capital for IT companies. Our strategies include automated billing processes, expense tracking, and cash reserve planning. By ensuring financial stability and predictability, we empower businesses to invest in growth opportunities and navigate economic uncertainties with confidence.
People
Kenneth Peterson
President & Founder
Ken founded Next Level Now in 2002, bringing over two decades of CFO experience to small and mid-sized IT businesses. He specializes in strategic financial planning and has led teams to transform organizational growth through data-driven decision-making and practical financial leadership.
Brandi Bonds
Managing Partner
Brandi focuses on aligning financial strategies with client goals, leveraging her expertise in corporate finance and operations. With a background in solving complex financial challenges, she helps IT companies achieve scalability through tailored solutions and proactive financial management.
Deanna Thompson
Corporate Controller
Deanna offers 25+ years of financial leadership in software, manufacturing, and retail sectors. She specializes in accurate financial reporting and process optimization, ensuring IT companies maintain compliance while improving operational efficiency and profitability through precise data analysis.
Sonja Pomerleau
VP Sales
Sonja combines 15 years of enterprise software sales experience with a deep understanding of IT financial needs. She connects clients with tailored financial solutions, fostering partnerships that drive growth and operational excellence through strategic resource allocation and industry insights.
Julie Ferraz
Controller
Julie leads financial operations with expertise in process improvement and compliance. Her work ensures accurate reporting and streamlined accounting workflows for IT companies, enabling data-driven decisions that enhance profitability and long-term business sustainability.
Questions
What services does Next Level Now offer for IT companies?
We provide embedded CFO services, outsourced accounting, financial modeling, cash flow management, and ROTRU analytics tailored for IT companies and MSPs.
How does the embedded CFO model work?
Our CFOs integrate into your team to deliver strategic financial leadership, from profitability analysis to resource optimization, at a fraction of the cost of a full-time executive.
Can Next Level Now help with MSP revenue optimization?
Yes, our proprietary ROTRU framework analyzes client behavior and resource allocation to boost margins and scalability for managed service providers.
What accounting tools do you support?
We work with ConnectWise, QuickBooks, and other PSA tools to ensure seamless financial operations tailored to your existing systems.
How do you ensure financial accuracy for IT businesses?
Through automated processes, expert oversight, and industry-specific benchmarks, we deliver precise reporting and compliance solutions for IT financial management.
What experience do your team members have?
Our team includes certified CFOs, controllers, and accountants with decades of combined experience in IT finance, strategic planning, and operational excellence.
