Next Level Up
Your Business
Expert financial leadership designed to
elevate your business to the next level.
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Guiding entrepreneurs with financial structuring, funding strategies, and scalable accounting solutions for sustainable business growth.
Providing strategic financial oversight, cash flow management, and growth planning to help mid-sized companies scale efficiently and sustainably.
Supporting corporate finance teams with due diligence, financial reporting, and internal controls for efficient, compliant business operations.

About Us

Years of financial planning expertise
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As startups succeed, scaling becomes critical. NextPhase Partners delivers expert fractional CFO, controller, and accounting services, helping businesses navigate financial complexities and confidently achieve their next phase of growth.

Our Services

Internal Accounting & Automation

Implement proper internal accounting controls and automates processes to enhance accuracy, safeguard assets, and ensure compliance while freeing up valuable resources for strategic growth.

Fundraising & Capital Strategy

Collaborate with business owners, CEOs and BODs in achieving their fundraising goals by crafting tailored financial strategies, identifying suitable funding sources, and providing expertise throughout the capital-raising process.

Cash Flow Management

Partner with business owners to master cash flow management by providing expert strategies to optimize liquidity, forecast future needs, and ensure financial stability for sustainable growth.

Strategic Financial Planning

Aid in strategic planning by creating a roadmap that provides financial insights and sets actionable goals that align resources with long-term growth objectives.

What Our Customers Say About Us

Clients that trust us to enhance their business
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Hired NextPhase Partners to supplement our accounting team for their knowledge in accounting and finance. They have been a crucial asset to our

Brandon Arcamone
I have been using John for my bookkeeping services for my construction company. He was able to fix my books when I desperately

Caroline DelPiano
I hired John to help me with my company’s books to be in order. John has been a major asset to my company’s

Jose Genao
I hired John to handle bookkeeping for my start up. He not only did a thorough and excellent job but he is the

Samantha Freeman
Playmaker Productions, LLC
Thank You for being an absolute game-changer for my finances! When I first started my ecommerce supplement brand, I had no idea how

Powerdose, LLC
image of Bryan Monahan founder at Check Valet
Since engaging John for CFO and controller services, our company has experienced a remarkable financial transformation. His meticulous analysis led to the elimination

Bryan Monahan
Check Valet

Partnering for Financial Growth and Success

At NextPhase Partners, we deliver personalized CFO, controller, and accounting services designed to help businesses scale smarter, faster, and stronger.

of clients improved profitability within 12 months
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secured funding with our guidance
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