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Next Level CFO & Consulting

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United States
Malvern, IA
Next Level CFO & Consulting

We speak QuickBooks so you don't have to.

01/06/2026

We’re back! 🎉

We took a little break over the holidays — and while recovering from surgery — but we’re excited to jump into the new year refreshed and ready to serve you.

Next Level CFO & Consulting is now accepting new clients for 2026.
We speak QuickBooks so you don’t have to!

If you’re ready to get organized, gain clarity, and take your finances to the next level, we’d love to chat.

📞 402-312-6908
📩 Send us a message to get started!

12/02/2025

📘 3 Bookkeeping Tasks Every Small Business Should Complete in December

December is the perfect time to tidy up your books and head into the new year feeling confident and organized. Here are three tasks to check off your list:

1️⃣ Reconcile all accounts
Make sure your bank accounts, credit cards, and loans match your statements. Clean books now = fewer headaches in January.

2️⃣ Review income & expenses
Look for uncategorized transactions, missing receipts, and last-minute deductions. December is your chance to get everything in order before year-end.

3️⃣ Prepare for 1099s
Gather W-9s, confirm vendor information, and review payment totals so you’re ready to issue 1099s in January.

✨ Want help getting your books year-end ready? That’s what we do.

Next Level CFO & Consulting — helping small businesses stay organized, compliant, and stress-free.

📞 402-312-6908
📧 [email protected]

11/29/2025

🌟 Small Business Saturday 🌟

Today is all about celebrating the heart of our communities — local small businesses.

At Next Level CFO & Consulting, we’re proud to partner with and support small business owners every day. From bookkeeping and payroll to financial guidance and strategy, our mission is simple:
👉 Help small businesses grow with confidence.

When you choose to shop local, hire local, and invest local, you’re doing more than making a purchase — you’re helping families thrive, dreams grow, and communities strengthen.

If you’re a small business looking for affordable support without the full-time overhead, we’re here for you. 💛
Let’s build something great together.

📞 402-312-6908
📧 [email protected]

11/28/2025

Need office help — but not a full-time hire?

We’ve got great news!

✨ Introducing SHARE AN ADMIN! ✨

Your flexible, reliable solution for 10–15 hours/week of expert support.

Whether you’re overwhelmed, growing fast, or finally ready to hand off the tasks holding you back, our new service is built to help you breathe easier and stay organized.

What we can help with:
✔ QuickBooks
✔ Payroll
✔ Reconciliations
✔ Email management
✔ Scheduling
✔ Follow-up calls
✔ Bill pay
✔ Invoicing
✔ Run errands (local)

Get the help you need without the overhead of hiring a full-time employee.

Contact us below 👇
📞 402-312-6908
📧 [email protected]

Next Level CFO & Consulting — helping small businesses operate smarter.

11/27/2025

🦃🍁 Happy Thanksgiving from Next Level CFO & Consulting!

Today we’re reflecting on how grateful we are for you — our clients, supporters, and the incredible small-business owners we get to work with every day.

Thank you for trusting us with your numbers, your goals, and your growth. Helping small businesses thrive is truly the heart of what we do, and we’re so thankful for the opportunity to be part of your journey.

Wishing you a warm, joyful, and well-deserved holiday! 🤎🧡

Happy Thanksgiving!

11/26/2025

As we head into the season of gratitude, we want to say how thankful we are for our clients, the trust you place in us, and the opportunity to help small businesses grow. 🤍📈

Every day, we get to work with incredible business owners who pour their hearts into what they do — and it’s an honor to support you on that journey.

Here’s to more growth, more clarity, and more wins together. 🙌

Thank you for being part of the Next Level CFO & Consulting family.

11/22/2025

💰 How Much Should You Pay Yourself as a Small Business Owner? 💰

It’s one of the most common questions we hear — and for good reason! Balancing your personal income with business growth can be tricky.

Here’s what to consider:
1️⃣ Know your numbers. Understand your revenue, expenses, and cash flow before setting your pay.
2️⃣ Factor in taxes. Remember to account for self-employment tax and estimated payments.
3️⃣ Stay consistent. Pay yourself regularly — it helps with budgeting and keeps your books clean.
4️⃣ Think sustainability. Your pay should reward your work without putting strain on your business.

Every business is different, and the “right” amount depends on your structure, goals, and financial picture.

At Next Level CFO & Consulting, we help small business owners find the balance between paying themselves fairly and keeping their business healthy.

📅 Let’s talk about your numbers and create a plan that fits!

11/20/2025

💼 3 Common Write-Offs for Small Businesses 💼

Running a small business means every dollar counts — and smart deductions can make a big difference at tax time! Here are three expenses you can typically write off:

✅ Marketing & Advertising – From social media ads to business cards and flyers, spreading the word about your business can be deductible.

☕️ Business Meals – Coffee meetings, client lunches, or dinners where business is discussed can often be written off (just keep those receipts!).

📊 Bookkeeping & Professional Services – Outsourcing your bookkeeping or hiring a financial consultant isn’t just smart — it’s tax-deductible!

At Next Level CFO & Consulting, we help small business owners track, organize, and understand their deductions — so you can keep more of what you earn.

11/18/2025

🧾 What to Do When Your Books Won’t Reconcile

You’ve double-checked every number, every receipt, every transaction… and your books still don’t balance. We’ve all been there — but don’t panic. Here’s what to do:

1️⃣ Take a step back. Sometimes it’s as simple as a duplicate entry or a missed transaction.
2️⃣ Check your bank feeds. Make sure all transactions have synced correctly.
3️⃣ Look for timing differences. Deposits or payments in transit can throw off your balance.
4️⃣ Get a second set of eyes. A professional bookkeeper can spot issues fast and get you back on track.

If your books just won’t reconcile, it’s your sign to call in help before year-end stress hits.

💼 Let Next Level CFO & Consulting handle the details so you can get back to running your business — not fighting your balance sheet.

11/17/2025

☕️ Hello, Monday!

A new week means new opportunities to grow, create, and move your business forward.

At Next Level CFO & Consulting, we’re here to help you start your week with clarity and confidence — so you can focus on what matters most: running your business, not just managing the numbers.

💼 Let’s make this week productive, positive, and purposeful!

11/15/2025

🎄✨ Your sign to hire a bookkeeper before the holidays! ✨🎄

Between year-end sales, inventory management, taxes, and planning for the new year, the holidays can get busy quickly. 😅 Don’t let bookkeeping stress steal your holiday cheer!

Hiring a bookkeeper now means:

✅ Your books are clean and organized before year-end
✅ You’re ready for tax season (without the panic)
✅ You can focus on family, growth, and a little well-deserved rest

Let Next Level CFO & Consulting handle the numbers so you can enjoy the season and start the new year strong.

📅 Book your consultation today — your future self will thank you!

11/13/2025

💙 Happy World Kindness Day! 💙

A little kindness goes a long way — in life and in business. Whether it’s offering support to a fellow entrepreneur, showing appreciation to your clients, or simply sharing a smile, small acts of kindness make a big impact.

At Next Level CFO & Consulting, we believe kindness and integrity are at the heart of every strong partnership. Let’s continue to lift each other up and build better businesses — together. 💼✨

Address

Malvern, IA
51551

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

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