About NexGen Accounting
More Than Accountants. Your Partners.
We're a Client Accounting and Advisory Services (CAAS) firm that believes every business owner deserves financial clarity—not confusion. Our team brings deep industry expertise and a proactive approach to help you make smarter decisions.
Our Story
Built on a Simple Belief
At NexGen, we believe in more than just numbers; we believe in people, partnerships, and growth. Our mission is to be more than accountants—we're your partners in your business journey.
Founded with a vision to provide personalized solutions for small businesses, we're here to help you navigate your business with confidence and clarity. Whether it's day-to-day bookkeeping, high-level accounting, or strategic CFO advisory services, we customize our approach to meet your unique needs.
Our team brings years of experience and a deep understanding of the challenges that small businesses face. We don't just crunch numbers; we offer insights that help you make informed decisions to grow your business.
We are an efficiency-forward firm that is 100% remote. We use the latest software and accounting trends to ensure your business is running as smoothly as possible—saving you time and money.
Our Values
What We Stand For
Clarity First
We cut through the complexity to give you numbers you can actually understand and act on.
True Partnership
We're not just vendors—we're invested in your success and treat your business like our own.
Proactive Service
We don't wait for problems. We anticipate challenges and bring solutions before you ask.
Transparency
No hidden fees, no confusing jargon. You'll always know exactly what you're getting.
Genuine Care
We take the time to understand your goals, challenges, and what keeps you up at night.
Excellence
We hold ourselves to the highest standards because your financial health demands nothing less.
Real People, Real Results
We're not a faceless firm. When you work with NexGen, you work directly with experienced partners who genuinely care about your success.
“Dedicated to helping clients succeed and loves using technology to make accounting more efficient, saving clients time and money.”
Natalie earned her undergraduate degree in accounting and an MBA from the University of Dayton. Before starting NexGen, she worked at a local CPA firm, assisting clients across different industries with their accounting needs.
“Passionate about helping small businesses navigate the world of accounting.”
Wyatt holds a degree in Business Management, with a focus in Accounting, from Edison State. He brings years of client-focused experience and thrives on building meaningful relationships with clients.
What Sets Us Apart
We're not your typical accounting firm. Here's why people choose to partner with us.
We Actually Talk to You
No automated emails or ticket systems. You have direct access to your dedicated team via phone, text, or email. Real conversations, not runarounds.
Proactive, Not Reactive
We don't wait for problems to reach out. You'll get regular check-ins, early warnings about cash flow issues, and strategic advice before you need to ask.
We Speak Human
Finance jargon? Not here. We explain everything in plain English and make sure you actually understand your numbers—not just nod along.
Partners, Not Vendors
Your success is our success. We're invested in your growth and treat your business like our own, because that's how partnerships should work.
Fast Turnaround
Need something urgently? We get it. Our team prioritizes quick responses and rapid delivery without sacrificing accuracy or quality.
Modern Tech, Personal Touch
We use the latest tools to streamline your finances, but technology never replaces the human expertise and care behind every decision.
"The best financial partner is one who makes you feel confident, not confused."
— Our founding principle
OUR PROCESS
How We Work With You
A simple, repeatable process that gets you out of the weeds and into a proactive rhythm with your finances.
Discover
We start with a deep-dive session to understand your organization, systems, pain points, and goals.
Design
We create a custom accounting and advisory plan tailored to your industry, complexity, and growth stage.
Deploy
We handle the cleanup, migration, and setup so you can start fresh without disruption to your operations.
Drive
Month after month, we manage the engine and meet with you to provide insights, guidance, and next steps.
BY THE NUMBERS
Results That Speak for Themselves
We don't just make promises—we deliver. Here's what working with NexGen Accounting looks like.
Data as of 2025
GET IN TOUCH
Let's Talk About Your Business
Ready to get the financial clarity you deserve? Schedule a free consultation to discuss how we can help your business grow.
What to Expect
- 1.Quick 15-minute discovery call
- 2.Custom proposal within 48 hours
- 3.Onboarding in as little as 1 week