Services

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

CFO For Hire

Is your company in need of executive-level Finance expertise without the CFO salary and equity package? Our collaborative approach gives growth-stage companies access to SNS’s collective knowledge at a flexible, economical price point. 

Ideal for:

  • Companies generating income of approximately $5 – $10 million annually.
  • Entrepreneurs that need a bridge between finance, data, accounting, and business to decipher monthly and quarterly financial results.
  • Leadership teams that want to quantify and forecast the financial impact of decisions in strategic meetings.

Financial Modeling

We build pro forma financials to help inform your business strategy in the near-, mid-, and long-term. With our 3 statement, driver-based models, you’ll be able to simulate the impact of your strategic decisions on your company’s financial statements. 

Ideal for: 

  • Leadership teams that need a set of 2-5 year projections for internal strategy sessions.
  • Companies requiring pro forma financials to provide to a potential lender, investor, or buyer.
  • Entrepreneurs needing answers to questions like “How many people will I need on my staff when my revenue hits X?”  “How much can I afford to pay myself?”  “If I tried to do Y, then would I need to raise cash?”  “If so, when would I be cash flow positive?”

Business Intelligence

We mine data from your existing systems to produce forward-looking metrics automatically, guiding your team to focus on what is most valuable right now. Whether it is automating a process, evaluating a vendor’s integration capability, or implementing always-on reporting, we are a one-stop solution for adding meaningful intelligence to your organization.

Ideal for:

  • Companies generating income of approximately $5 – $50 million annually.
  • Leadership teams that need a centralized, always-on location to monitor their companies’ main performance metrics throughout the day.
  • Businesses implementing EOS that need an efficient process to track data for their scorecards.
  • Organizations ready to evolve from being reactive to being proactive.

Accounting and Reporting

We manage your company’s books and records so you can be confident that your financial statements represent an accurate picture of the health of your business. We understand how leadership teams use financial reporting from an overall business perspective, and the processes we put in place ensure you have the information needed to evaluate your company’s performance. 

Ideal for: 

  • Companies generating income of approximately $2 – $5 million annually.
  • Leadership teams that need to understand which revenue streams are most profitable.
  • Back offices that want to implement accrual-based accounting and a monthly close process.
  • Businesses that require accurate financial statements to provide to potential investors, lenders, or buyers.

Ready to scale?

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