Business Details
Empowering IT Companies with Strategic CFO Services
At Next Level Now, we specialize in delivering strategic financial leadership tailored for IT companies and managed service providers (MSPs). With over 20 years of experience, our team embeds seasoned CFOs and controllers to streamline financial processes and drive profitability. We focus on transforming complex financial challenges into opportunities for growth, offering services like embedded CFO support, outsourced accounting, and revenue optimization frameworks such as ROTRU.Our deep expertise in tools like ConnectWise and QuickBooks ensures seamless integration with your existing systems. By addressing inefficiencies in financial reporting, cash flow, and resource utilization, we empower clients to prioritize growth while maintaining operational excellence. Backed by Service Leadership and SLIQ certifications, we combine industry-specific insights with actionable data-driven strategies to help businesses scale sustainably.
Services
Embedded CFO Services
Outsourced Accounting
Financial Modeling
Cash Flow Management
Revenue Optimization
ROTRU Framework
Payroll Processing
Profitability Analysis
Financial Reporting
Strategic Planning
Highlights and features
- 20+ years of experience in strategic financial leadership for IT companies
- Expert in industry tools including ConnectWise and QuickBooks
- Proven financial optimization framework (ROTRU) for MSPs
- CFO-led teams provide strategic alignment and operational efficiency
- Client success stories demonstrate measurable growth outcomes
Associations and certifications
- Service Leadership
- SLIQ
What people say
Expert financial guidance
Improved operational efficiency
Strategic growth support
Proven profitability results
Seamless system integration
Services
Embedded CFO Services
Our embedded CFO services provide access to seasoned financial leadership without the cost of a full-time executive. We develop tailored strategies for budgeting, financial modeling, and operational efficiency. Clients gain proactive insights to drive data-driven decisions and long-term growth.
Outsourced Accounting
We manage day-to-day accounting tasks with precision, including bookkeeping, month-end closes, and cash flow forecasting under CFO oversight. This ensures accurate financial reporting, compliance, and reduced administrative burden for core business operations.
Revenue Optimization (ROTRU)
ROTRU is a data-driven framework designed to boost MSP profitability by analyzing client behavior, labor costs, and resource allocation. It enables smarter client segmentation, efficient staffing, and targeted margin improvements aligned with service delivery.
Financial Modeling
We create detailed financial models to forecast revenue, evaluate investment opportunities, and assess risk. These models empower businesses to align strategic goals with actionable financial strategies, ensuring scalable growth and profitability.
Cash Flow Management
Our team optimizes cash flow through improved invoicing, expense tracking, and collection systems. This ensures consistent liquidity, reduces financial stress, and supports operational stability and expansion initiatives.
People
Kenneth Peterson
President & Founder
Ken brings decades of financial leadership experience, combining a bold, practical mindset with a commitment to guiding businesses toward sustainable growth through strategic financial insights.
Brandi Bonds
Managing Partner
Brandi specializes in uncovering client needs and delivering tailored financial strategies, leveraging her expertise as a passionate CFO and IMA board member to drive measurable business success.
Deanna Thompson
Corporate Controller
With 25+ years in cross-industry finance, Deanna provides sharp insights, timely reporting, and strategic analysis to enhance startups and operational efficiency.
Sonja Pomerleau
VP Sales
Sonja combines 15+ years of consulting and software sales experience with a journalist's curiosity to build growth-focused partnerships and scalable financial solutions.
Rob Mattes
CFO
Rob delivers strategic financial leadership, focusing on profitability, resource optimization, and actionable insights to help businesses achieve their growth objectives efficiently.
Questions
What services does Next Level Now offer for IT companies?
We provide embedded CFO services, outsourced accounting, financial modeling, cash flow management, and revenue optimization frameworks like ROTRU tailored for IT businesses.
How does the ROTRU framework benefit MSPs?
ROTRU analyzes client behavior and resource allocation to boost profitability through smarter client segmentation, efficient staffing, and data-driven decision-making.
Can Next Level Now integrate with existing financial tools?
Yes, we work seamlessly with tools like ConnectWise and QuickBooks to ensure smooth integration and streamlined financial processes.
How do embedded CFO services work?
Our embedded CFOs provide strategic financial leadership on a fractional basis, offering tailored solutions for budgeting, reporting, and growth planning without full-time costs.
What industries do you specialize in?
We specialize in IT companies and managed service providers (MSPs), leveraging deep industry expertise to address unique financial challenges and opportunities.
