Tailored Services

Financial Reporting

Are you on top of all of the behind-the-scenes cash flows processes that a business needs to handle? Customer payment follow up, payroll, health benefits costs, vendor payments, cash management, employee expense reimbursements, spend controls, the list goes on. As your one-stop shop for daily accounting process management, NextStage Advisory has got your business covered so nothing slips through the cracks.

Our financial services include:

  • Billing
  • Vendor Payments
  • Credit Card and Bank Reconciliations
  • Employee Expense Reimbursements
  • Payroll/Benefits Management

Financial Operations

Leave the monthly or quarterly financial statements to us. We will process all your monthly activity and prepare your statements in accordance with GAAP (Generally Accepted Accounting Principles) on a timely basis. We also provide reporting packages with custom KPIs, profitability analysis, investor reports and more.

Need help with SEC filings? We have you covered. We have experience including S-1 preparation, 10Ks and 10Qs.

CFO Services

The cost of a full-time CFO can be pricey for your business, an expense many growing businesses cannot afford to have. For many, there are not enough projects to even justify a full-time hire. Why not outsource the role? NextStage offers part-time CFO assistance to our clients. This offering allows our clients the flexibility to employ a CFO on a project basis or for a period of time, without a full-time commitment.

Our CFO services empower clients to make business decisions based on data, leading to higher success rates at a lower cost.

Our CFO services include:

  •  Business Model Setup
  • Profitability Analysis
  • KPI Setting and Tracking
  • Budgeting and Monthly Variance Analysis
  • Cash Runway Analysis
  • Customer Acquisition Cost and Marketing Spend Analysis
  • Capitalization Table Management
  • Deck Preparation


Software Implementations

Does your business have the right accounting software to stay on track? Knowing which software you need and how to use it is crucial to having a successful business. We have the experience necessary to help your team set up accounting software that integrates with banks, credit cards, analytics tools, billing systems and vendor payment solutions, to save you time and money.

In addition to helping you set up the proper software, we can also help you select and negotiate pricing on the most cost effective software for your business. The correct software will not only reduce manual errors, but will also allow your business to scale without hiring more people. Let us be your geek squad–we have the experience to handle financial system related integrations.

Tax Preparation

We know you love doing your taxes, but NextStage is happy to lighten the load of monthly sales tax filings and annual federal and state returns when you get bored. We can perform an analysis of your tax requirements and needs. Whether it is helping your business pay sales tax or qualify for a Research and Development (R&D) tax credit, or find various other credits you may be eligible for, we are here to help you.

And while we wouldn’t wish a sales tax audit on even our worst enemy, we understand the process and are happy to assist you along the way.

Our tax services include:

  • Monthly Sales Tax Filings
  • Sales Tax Audit Management
  • Federal and State Income/Franchise Tax Filings
  • Tax Incentives/Credits Applications (R&D, Job Creation, Energy, etc,)

Audit Management

We understand how exciting audits can be…. who are you kidding – it’s the worst time of the year? Annual financial audits strain your accounting team and are hard to manage if you only have junior accountants on staff. That’s why we are happy to work with auditors on your behalf. With over a decade of experience managing audits conducted by top audit firms, our team can help you get through audits as painlessly as possibly.