How We Work With Clients
We don't sell hours — we provide financial leadership, structure, and long-term strategy.
Foundation
Starting at $750/month
For clients who need clean, reliable financials and compliant tax filing with light advisory support.
- Accurate, structured financials
- Tax compliance oversight
- Annual financial review and guidance
- Direct access for tax-related questions
Many clients start here and move into Virtual CFO or Private Client as their complexity grows.
Virtual CFO
Starting at $2,500/month
Built for owners and founders who want real financial leadership — not just reports, but direction.
- Ongoing advisory partnership with recurring strategy sessions
- Monthly or quarterly financial review and forward planning
- Cash flow oversight and scenario modeling
- Tax strategy integrated with operating decisions
- Coordination of bookkeeping, payroll, and financial operations
- Entity structure and compensation design as your business scales
The objective is simple: clarity, control, and forward-looking decisions.
Private Client
By Invitation
For high-income individuals and complex financial structures requiring deeper strategic involvement.
- Year-round access and priority response
- Advanced tax scenario modeling and multi-year planning
- Coordination across entities, properties, and income streams
- Strategic guidance around equity, liquidity events, and executive compensation
- Integration with attorneys, wealth managers, and financial planners
The aim is to build and maintain a financial structure that works long after the return is filed.
NextGen CPA is a strategic advisory firm — not a discount tax preparation service. Pricing reflects complexity and advisory depth, not the number of forms filed.
We'll review your situation and recommend the right level of engagement — if we're the right fit.
Schedule a Strategy Session