Business Details
Trusted CFO & Controller Services for Business Growth
Next Level Accounting brings over 30 years of senior financial executive experience across diverse industries including manufacturing, healthcare, and military contracting. Our team transitioned from public accounting to entrepreneurial ventures, gaining firsthand insight into the challenges business owners face with cash flow management, administrative burdens, and growth planning. We specialize in providing part-time CFO and Controller services that deliver strategic financial guidance, operational efficiency improvements, and customized roadmaps for sustainable growth.Our hands-on approach combines deep industry expertise with practical solutions tailored to businesses generating $500,000 to $10 million annually. We emphasize proactive cash flow forecasting, profit margin optimization, and freeing business owners from administrative tasks to focus on revenue-generating activities. Our commitment to excellence is demonstrated through our CPA credentials, proven track record with complex business transitions, and client-centric philosophy that prioritizes timely on-site support and actionable financial insights.
Services
Controller Services
CFO Services
Other Services
Manufacturing
Home Builders
Financial Planning
Cash Flow Management
Profit Optimization
Business Strategy
Accounting Systems
Highlights and features
- We offer 30+ years of experience as senior financial executives across multiple industries
- Our on-site approach provides hands-on financial leadership and real-time business insights
- We specialize in strategic cash flow forecasting and profit margin optimization
- Our team frees business owners from administrative tasks to focus on growth
- We combine CPA expertise with practical entrepreneurial experience
Services
Controller Services
Our Controller services provide comprehensive financial management including tax planning, cash flow forecasting, and monthly financial statement preparation. We review accounting systems for efficiency, determine product/service profit margins, and implement cost-cutting strategies while serving as a trusted business advisor. Our hands-on approach ensures timely financial insights that help business owners make informed decisions and maintain peace of mind.
CFO Services
Our part-time CFO services deliver expert financial leadership tailored to growing businesses. We develop customized roadmaps for growth, create sales forecasts that drive strategic planning, and implement key performance indicators to track business performance. Our expertise in bank financing negotiations and cash flow management helps businesses navigate growth challenges while maintaining financial stability and operational efficiency.
Manufacturing
We specialize in manufacturing financial management with expertise in complex inventory costing, overhead application, and pricing strategy development. Our services include bill of materials analysis, just-in-time inventory purchasing strategies, and product line profitability assessments. We help manufacturers optimize cash flow, secure financing for inventory expansion, and implement reporting systems that identify high-performing products and operational efficiencies.
Home Builders
Our construction industry expertise addresses unique challenges including subcontractor insurance tracking, lien management, and percentage-of-completion accounting. We implement financial controls for cash flow management, help navigate OSHA compliance requirements, and develop systems for accurate HUD-1 settlement statements. Our services empower home builders to make data-driven decisions while maintaining strong banking relationships.
Other Services
Beyond core financial services, we offer strategic support in website development, payroll management, and business valuations. Our team provides IT support, merger and acquisition guidance, and business coaching through trusted partner networks. We help clients access specialized services while maintaining focus on their core business operations through our extensive professional network.
People
Mark King
CPA
Certified Public Accountant with 30+ years of senior financial leadership experience across manufacturing, healthcare, and military contracting industries. Former Senior Audit Manager at KPMG, successfully guided business transitions including a solar film manufacturer's growth from $11M to $25M in revenue.
Matt Holovach
CPA
Experienced controller and business owner with 13 years in management accounting and information systems. Specializes in job costing, R&D capitalization, and 263a inventory calculations. Former Ernst & Young tax professional with expertise in software development and home building industry financial management.
Questions
Who are your typical clients?
We work with growing businesses generating $500,000 to $10 million annually. Our clients include entrepreneurs struggling with administrative burdens, cash flow management, and strategic planning who need expert financial guidance without hiring full-time staff.
How do you help businesses with growth planning?
We develop customized sales forecasts that form the basis for strategic planning. This includes balance sheet projections, cash flow forecasting, and identifying equipment, personnel, or financing needs to support sustainable growth initiatives.
What differentiates your services from traditional CPAs?
While CPAs focus on historical financial reporting, we provide forward-looking financial strategy. Our hands-on approach includes on-site support, operational analysis, and proactive cash flow management to help businesses anticipate and prepare for future challenges.
How do you help with cash flow management?
We implement cash flow forecasting systems, optimize accounts receivable collection processes, and analyze inventory management practices. Our expertise helps businesses anticipate cash needs, maintain healthy banking relationships, and avoid cash flow crises during growth periods.
What industries do you specialize in?
We have extensive experience in manufacturing, construction, healthcare, military contracting, and professional services. Our team understands industry-specific challenges including complex inventory costing, percentage-of-completion accounting, and regulatory compliance requirements.
