Our Process

We bring a 21st-century approach to Finance and Accounting, enabling your company to scale its business without scaling overhead.


To learn how Series Next Solutions’ services will get you out of the Finance Seat, we start with a scoping call to deliver a proposal that fits your needs.  We will:


The scoping process determines immediate needs unique to your workflow and desired state. This work is designed to immediately improve accounting process pain points and set up key accounting and finance processes.

3. RUN

Your fCFO executes our Financial Pulse cycle, keeping you clear on your financial status and future. 

Ready to scale?

Are you interested in learning more about how Series Next Solutions can support your growth? Let’s start a conversation today!