What Next Level Now does

Next Level Now is a private, women-owned (as of December 2025) financial outsourcing firm headquartered in Beverly, Massachusetts, that delivers embedded CFO and outsourced accounting services to growth-focused SMB and mid-market clients. Its core commercial offerings are a recurring fractional CFO service and a bundled Outsourced Accounting / Strategic Outsourced Accounting Resources (SOAR) program that combine to function as a client's outsourced finance department. The firm serves a diversified vertical mix led by IT Managed Service Providers (MSPs), with additional practices in Applied Behavior Analysis / behavioral health, professional services, multi-location healthcare, storage / real estate / construction, manufacturing, and non-profits. Publicly disclosed customer logos include Blue Net Inc. (IT/MSP, ~$4M engagement), 1440 Security (managed security), and Foster's Clambake and Catering (food service / hospitality).

The company's technical approach centers on operating within and integrating the tools its clients already use — ConnectWise, HaloPSA, AutoTask, QuickBooks, Sage Intacct, and NetSuite — rather than selling proprietary software. Its primary differentiator is ROTRU™ (Revenue Optimization Through Resource Utilization), a proprietary 3-step profitability framework for MSPs comprising Client Banding, Cost Infrastructure Analysis, and Resource Planning by Band. ROTRU™ is delivered as advisory work and supported by a free online MSP Utilization Calculator used as a lead-generation tool. The firm has no app, no public API, and no SDK. Sage Intacct is a formal technology partnership (announced December 2025), and Strety (EOS platform) is a co-marketing partner.

The business model is subscription-based recurring revenue from fractional CFO and outsourced accounting engagements, supplemented by project-based professional services around ROTRU™ analysis and M&A advisory. Pricing is quote-based and not publicly disclosed; the firm positions itself as a fraction of the $90K–$160K/year fully-loaded cost of an in-house Controller or CFO with MSP/IT experience. Go-to-market is sales-led and relationship-driven, leveraging content marketing (MSP-focused blog, industry reports), webinars, case studies, SEO, and word-of-mouth referrals from CPAs and existing clients. The firm completed an ownership transition in December 2025, with Brandi Bonds assuming the CEO role and Sonja Fridell Pomerleau joining as Equity Partner and COO; founder Ken Peterson exited via share sale. Headcount is reported at 1–10 employees, and no external institutional investors or funding rounds are disclosed.

Name

Next Level Now

Legal name

Next Level Now, Inc.

Website

https://nextlevelnow.net

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Next Level Now is a private, women-owned (since Dec 2025) financial outsourcing firm in Beverly, MA that delivers embedded fractional CFO and outsourced accounting services on subscription retainers, primarily to IT Managed Service Providers and other growth-focused SMBs, supported by a proprietary MSP profitability methodology called ROTRU™.

Ownership category

akta.pro rank

Product category

Outsourced Financial Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Short-Term Business Credit Institutions (6153), Services-Consumer Credit Reporting, Collection Agencies (7320), Services-Computer Programming Services (7371)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Fractional CFO services
• Outsourced accounting
• MSP financial consulting
• Bookkeeping services
• Financial leadership advisory

Headquarters

HQ city

Beverly

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fractional CFO Services: CFO-led financial leadership provided on a part-time, embedded basis (twice-weekly or twice-monthly). Services include financial modeling, cash flow management, budgeting, forecasting, and strategic decision-making. Delivered as a recurring subscription, providing the expertise of an experienced CFO without the cost of a full-time executive.
2. Outsourced Accounting Services: Full-stack outsourced accounting support including accounts payable and receivable, payroll, bill approvals, month-end closing, financial reporting, and general ledger management. Delivered as a bundled subscription offering alongside fractional CFO services at a fraction of the cost of building an internal finance department.
3. ROTRU™ Advisory and Implementation: Strategic analytics and consulting engagements using the ROTRU™ framework to help MSPs identify revenue leaks, optimize resource utilization, and improve EBITDA. Provided as part of broader CFO engagements or as standalone consulting.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Next Level Now provides embedded/fractional CFO leadership and outsourced accounting services on a subscription basis, primarily serving IT companies and Managed Service Providers (MSPs). Its core offerings include Strategic Outsourced Accounting Resources (SOAR) covering accounts payable/receivable, payroll, month-end closing, and financial reporting, plus Fractional CFO services for budgeting, forecasting, cash flow, and strategic decision-making. Supporting these, the firm offers ROTRU™, a proprietary three-step profitability framework purpose-built for MSPs.

Product overview

Next Level Now is a financial outsourcing firm offering embedded CFO and outsourced accounting services through a modular, subscription-based model. Its core offerings are its Fractional CFO / Embedded CFO service and its Outsourced Accounting / Strategic Outsourced Accounting Resources (SOAR) program, which can be engaged individually or combined so that Next Level Now functions as a client's entire finance department. Supporting these core services, the company offers ROTRU™ (Revenue Optimization Through Resource Utilization), a proprietary MSP-specific profitability framework comprising a 3-step analytics methodology and a free Utilization Calculator. The firm also delivers industry-specialized variants of its CFO and accounting services for IT/MSPs and ABA/behavioral health organizations. All offerings are delivered remotely via a team-based model with no on-premise software required.

Differentiator

Problem solved

Functional benefit

Brands

• ROTRU™: Revenue Optimization Through Resource Utilization™ - a strategic analytics framework developed by Next Level Now for IT Managed Service Providers (MSPs) to help them move from reactive planning to data-driven decision-making.
• Strategic Outsourced Accounting Resources

Products and services

• Fractional / Embedded CFO Services Strategic financial leadership delivered on a part-time, embedded basis (typically twice-weekly or twice-monthly) for SMB and mid-market organizations. Services include financial modeling, cash flow management, budgeting, forecasting, KPI reporting, and strategic decision-making support, providing the expertise of an experienced CFO without the cost of a full-time executive.
• Outsourced Accounting / Strategic Outsourced Accounting Resources (SOAR) Full-stack outsourced accounting team covering accounts payable and receivable, payroll, bill approvals, month-end closing, financial reporting, and general ledger management. Delivered as a monthly subscription service alongside or independently of fractional CFO services.
• ROTRU™ (Revenue Optimization Through Resource Utilization) Proprietary strategic analytics framework and profitability methodology for Managed Service Providers. Segments clients by consumption patterns, analyzes true cost-to-serve, and aligns staffing with demand to increase EBITDA without adding complexity. Three-step process: Client Banding, Cost Infrastructure Analysis, Resource Planning by Band.
• CFO-Led Financial Services for IT / MSPs Specialized embedded CFO and outsourced accounting offering for IT companies and Managed Service Providers. Includes financial modeling, profitability optimization, cash flow management, and strategic planning aligned with MSP recurring-revenue models, with expertise in ConnectWise, HaloPSA, QuickBooks, Sage Intacct, and NetSuite.
• CFO-Led Financial Services for ABA / Behavioral Health Organizations

Quantifiable outcome

• Served over 200 clients across multiple industries
• +3 more outcomes

Named customers3 records

Segments7 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature1 record

Partnerships

Five partnerships are on record, tiered core and minor.

• Sage IntacctcoreTechnology or Integration · 5 December 2025Next Level Now is a proud Sage Intacct partner. Their Sage-certified accountants help businesses manage financial assets on the Sage Intacct cloud financial management platform, which provides real-time business performance insights, automated procure-to-pay, and cash flow management.
• ConnectWisecoreTechnology or IntegrationConnectWise is a PSA (Professional Services Automation) platform that Next Level Now integrates with as part of its ROTRU™ analytics framework. The firm leverages ConnectWise data to measure technician labor costs, ticket volume, and client profitability for MSP clients.
• HaloPSAcoreTechnology or IntegrationHaloPSA is a PSA platform integrated into Next Level Now's ROTRU™ framework for MSP analytics. NLN uses HaloPSA data alongside financial systems to deliver actionable profitability insights for MSP clients.
• QuickBookscoreTechnology or IntegrationQuickBooks is a widely-used accounting platform that Next Level Now works with for MSP clients. The firm supports QuickBooks transitions, optimization, and integration with PSA systems for financial visibility.
• SLIQminorStrategic or Co-development PartnerSLIQ is referenced as a partner who presented at Next Level Now's Dream Team Week 2022 employee event. Nature of partnership appears to be co-marketing or industry collaboration.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Anders CPAs + Advisors: Mid-sized full-service accounting and advisory firm offering outsourced CFO, accounting, and tax services to growth-stage businesses. Broader portfolio than Next Level Now but directly overlaps on outsourced finance for SMB/mid-market.
• Kreischer Miller: Regional full-service CPA and advisory firm serving closely held and mid-market companies. Competes with Next Level Now on outsourced accounting and CFO advisory, with similar buyer profile.
• Wipfli: Top-20 U.S. accounting and advisory firm offering outsourced CFO, accounting, and technology services. Competes with Next Level Now in mid-market outsourced finance engagements, with deeper resourcing.

Emerging players

• Paro: Marketplace and finance-as-a-service platform connecting businesses with fractional CFOs and accountants. Competes at the top of Next Level Now's funnel by aggregating demand for outsourced finance talent.
• Pilot.com: Tech-enabled bookkeeping, accounting, and CFO services for startups and SMBs. Competes with Next Level Now's Outsourced Accounting offering but differentiates through software-led delivery rather than pure human services.

Direct peers

• CFO Partners: Fractional and interim CFO firm serving SMB and mid-market clients across the U.S. Direct overlap on outsourced CFO positioning, pricing model, and buyer persona with Next Level Now.
• B2B CFO Partners: One of the largest U.S. fractional CFO networks, providing part-time CFO services to SMBs and owner-operated businesses. Direct competitor to Next Level Now's Fractional CFO offering across similar mid-market and SMB segments.
• The CFO Centre: Global fractional CFO firm with U.S. operations delivering part-time CFO leadership to growth-stage SMBs. Closely comparable business model, delivery cadence, and target buyer to Next Level Now's embedded CFO service.
• Acumen CFO: Outsourced and fractional CFO firm serving growth-stage SMBs across multiple U.S. regions. Closely comparable service mix (fractional CFO plus outsourced accounting) and subscription-style engagement model.
• MainStreet CFO: Fractional CFO firm focused on small and mid-sized businesses. Direct competitor on part-time CFO engagement model and SMB/mid-market buyer profile served by Next Level Now.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/nextlevelnowinc
• Facebookfacebook.com/nextlevelnowinc
• LinkedInlinkedin.com/company/next-level-now-inc-

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Next Level Now