Book Your Strategy Call
This conversation is focused on understanding your situation, answering your questions, and determining whether NextGen CPA's strategic advisory services are the right fit.
There is no obligation to move forward. The goal is clarity—for both of us.
Is there a fee for the strategy call?
No. The initial strategy call is complimentary and focused on mutual fit. Our goal is to understand your situation and determine if we can add value.
Do you work with clients outside Florida?
Yes. While we're based in South Florida, we serve clients nationwide through our fully virtual advisory model.
What should I prepare for the call?
A general sense of your income, business structure, and financial goals is enough. We'll guide you on any documents or details needed after our conversation.
Who is NextGen CPA designed for?
Our services are designed for business owners with $500K+ revenue or professionals earning $400K+ annually. If your situation doesn't align at this time, we're happy to recommend other resources.
What happens after I book?
You'll receive a calendar invite and a brief prep guide. The call is focused on understanding your situation and determining whether NextGen CPA's strategic advisory services are the right fit.
Questions before booking? Email us at contact@nxgcpa.com