About Us

Man use calculators and documents that calculate expenses in the home office.

Our Vision

Our vision is liberating leadership teams to pursue their companies’ core missions. We achieve this vision by combining accurate financial statements to show where you’ve been, dashboards that reveal where you are today, and financial models that visualize the path ahead.

Whether working with a founder to scale the back office, or partnering with private placement investors on the growth ambitions of a portfolio firm, we release CEOs from worries about their finance divisions, enabling them to focus on expansion.

Our Difference

Your Leadership Team

John Marshall
Chief Executive Officer

John has spent nearly his entire career in businesses or business units that are in a growth cycle. He has been on the consulting side and client side, with deepest experience in business intelligence and financial planning and analysis. Immediately prior to founding Series Next, John was the COO of a scaling startup, building its finance, business intelligence, and operations functions, and successfully preparing it for sale.

John was born and raised in New Orleans, though he spent time in Atlanta, Dallas, and Charlotte before settling “back home” in 2009. He earned a Bachelor of Arts in History from Davidson College and a Master of Business Administration from Tulane University.

Kendall Scales Glade
Chief of Staff

Kendall is a Fortune 100 and Big Four accounting alumna, and has worked in various roles both domestically and abroad. Her Finance background includes assignments in Venturing and Emerging Brands, Corporate Real Estate, Governance, Capital Management, and Internal Audit.

Kendall spent several years living and working in North Carolina, Georgia, and Germany before settling in New Orleans in 2019. She earned a Bachelor of Arts in Economics and German from Davidson College and a Master of Science in Accountancy from Wake Forest University.

Elizabeth Stern
Chief Operating Officer

Elizabeth has extensive experience working with growing small and mid-sized businesses on accounting and process implementation. Prior to joining forces with Series Next, she ran her own eponymous firm focused on providing financial analysis, business process consulting, and outsourced accounting services. Elizabeth is also COO-Emerita of a boutique investment management firm that manages back-office and accounting services for its corporate clients and private funds, as well as offering custom strategic and operational consulting services.

Elizabeth is originally from Columbia, South Carolina. She moved to New Orleans to attend Tulane University, and graduated with a Bachelor of Science degree in Finance from the A.B. Freeman School of Business.

Ready to scale?

Are you interested in learning more about how Series Next Solutions can support your growth? Get started with your complimentary back office assessment today!