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Strategic Financial Leadership for Growing Businesses

At Next Level CFO LLC, we specialize in providing fractional Chief Financial Officer services tailored to business owners who want expert guidance without the commitment of a full-time CFO. Our strategic financial strategies empower you to make informed decisions, optimize profitability, and achieve your overall financial goals. Let us help you take your business to the next level with actionable insights and long-term financial planning.

Professional CFO analyzing financial reports with a business owner
Collaborative financial strategy session

Flexible, High-Level CFO Support Without the Full-Time Commitment

As your Fractional CFO, we offer executive-level financial leadership and guidance without the overhead of a full-time hire. Our flexible service model adapts to your business needs, whether you require ongoing support or project-based expertise. This approach allows you to access seasoned financial strategy and leadership as your business grows or faces new challenges. Partnering with Next Level CFO LLC means you have a trusted advisor dedicated to helping you achieve your financial goals.

Strategic Financial Solutions for Growing Businesses

Fractional CFO Services

Gain access to executive-level financial expertise without the full-time cost. Our fractional CFO services provide tailored financial leadership, helping you make informed decisions that drive growth and profitability.

Financial Strategy & Planning

We work closely with business owners to develop comprehensive financial strategies. Our guidance ensures your business is positioned to meet both short-term objectives and long-term goals, optimizing every financial decision along the way.

Performance Analysis & Reporting

Unlock the power of data-driven insights. We deliver detailed financial analysis and clear reporting, giving you a complete understanding of your business’s financial health and highlighting opportunities for improvement.

12 Week Financial Mastery Class

Over 12 weeks, you’ll master the essentials of financial management, including analyzing profit and loss statements, cash flow, and balance sheets.  You’ll also explore strategies to improve your numbers, enhance accountability, and drive the financial results your business needs to thrive. Whether you’re looking to strengthen your financial foundation or position your business for sustainable growth, this program provides the tools and expertise to help you succeed.

 

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Essential CFO Support

Ideal for startups and small businesses seeking foundational financial guidance. This plan provides business owners with vital financial insights and actionable strategies to establish a strong fiscal foundation.

$2,500/month

What's Included

  • Monthly financial statement review
  • Basic cash flow analysis
  • Quarterly strategy sessions
  • Email support for financial questions
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Growth Accelerator

Perfect for growing companies ready to scale with confidence. This plan offers hands-on strategic support and in-depth financial analysis to help you reach your next level of business success.

$5,000/month

What's Included

  • Bi-weekly financial reviews
  • Comprehensive cash flow forecasting
  • Monthly KPI development & tracking
  • Budgeting & variance analysis
  • Priority email & phone support
Accelerate Growth

Executive Partnership

Designed for established businesses seeking a fully engaged, strategic partner. This plan offers executive-level financial oversight and leadership to drive sustainable growth and long-term value.

$8,500/month

What's Included

  • Weekly executive financial meetings
  • Custom financial reporting & dashboards
  • Strategic planning & risk management
  • Investor & board presentation support
  • On-demand executive consultation
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Meet the Founder

Jeff headshot draft

Founder and Owner

Jeffrey C Yakes, CPA, MT, CFO

Jeffrey C Yakes (Jeff) is a Certified Public Accountant (CPA), entrepreneur and an investor in business acquisitions. Jeff, began his career as a CPA 32+ years ago working as a tax manager for a Big 4 public accounting firm. He left the Firm to form his own tax and accounting practice with an emphasis on privately owned businesses and their owners. After growing the firm, Jeff sold his practice in order to focus on providing business owners a focused road map to create positive net wealth through business and real estate acquisition, growth and if warranted disposition of the asset. As a fractional Chief Financial Officer (CFO), Jeff works with his clients to reach their individual wealth goals by focusing on the client’s business and personal financial statements. He structures the engagements by focusing on increasing cash flow and value of the enterprise. In addition, Jeff brings to the table an excellent knowledge base of the tax code which allows him to actively pursue the best tax outcome on transactions by implementing specific tax strategies to reduce our tax exposure and ultimately use those savings to acquire more assets.

Contact Next Level CFO LLC

Ready to elevate your business with expert financial guidance? Fill out the form below to connect with Next Level CFO LLC and discover how our fractional CFO services can help you achieve your financial goals.