Financial Planning & Analysis

As your trusted financial planner and analyzer, SNS provides clients with detailed business report reviews, oversight of financial statement close processes, and much more. 

From budget performance and forecasting to analysis and reporting, our team does everything an in-house team would do for you – at a fraction of the cost.

How It Works

We offer solutions that meet your business’s financial planning and analysis needs. Our services can include

  • Risk management and insurance planning
  • Tax planning
  • Legacy or charitable planning
  • Cash flow analysis
  • And more!


Whether your company has an existing finances team or not, we can come alongside you or completely replace what would be an entirely new department. 

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!