Accounting & Reporting

We manage your company’s books and records, so you have the time and insights to focus on expanding the business’s products and services. We look at finance and accounting through a business lens, and help you interpret how the debits and credits fit into your business strategy. The end result will be books that act as a rearview mirror, showing where the company has been while you chart your path forward.


How It Works

Our monthly subscription service includes:

  • Cleaning up your books and records and managing them on an ongoing basis.
  • Streamlining your Chart of Accounts and maintaining it as your organization grows.
  • Implementing advanced transaction categorization, if needed.
  • Building and documenting accounting policies.
  • Switching from cash basis to accrual accounting.
  • Establishing and overseeing a monthly close process.

(Please note, we can’t help with taxes, but will gladly refer someone who can.)

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!