Choose the level of intelligence and financial leadership your business needs.
Every engagement is built on the same Business Performance Intelligence foundation — with the depth of analysis, guidance, and leadership increasing as your needs grow.
Most ongoing engagements begin with a Business Performance Baseline.
Before most ongoing engagements, we establish where your business stands today. The Business Performance Baseline is a one-time, separately scoped foundation — the starting line we measure everything against.
Scoped to your data availability and business complexity. Pricing is determined after your Business Assessment — it is not a fixed published rate.
Transparent starting points.
Once you know where you stand, choose the ongoing engagement that fits. These are typical starting points — final pricing is scoped to your complexity.
Business Performance Intelligence, Fractional Controller, and Fractional CFO form the three-step engagement ladder. Strategic Projects sits alongside it — decision-specific work at any step, or on its own. Multi-Entity Solutions and AI Enablement are specialized capabilities that overlay the engagement that fits — not additional steps on the ladder.
* Published prices are starting points, not one-size-fits-all packages. Final scope and pricing are confirmed after NextGen understands your company’s complexity, objectives and required level of involvement (see the pricing drivers below). Most ongoing engagements begin with a separately scoped, one-time Business Performance Baseline (no published price). Industry benchmarking is provided where reliable data is available.
Business Performance Intelligence
Best for owners who want a clear monthly view of performance, cash, and profitability.
- Monthly KPI & performance dashboard
- Monthly written advisory update
- Profitability & cash insights
- Prioritized findings
- Industry benchmarking (where available)
- Client portal access
Fractional Controller
Best for businesses requiring ongoing financial leadership and accountability.
- Validated monthly close
- Executive dashboard & brief
- Monthly executive review meeting
- Decision register
- Cash & forecast oversight
- Process improvement
Fractional CFO
Best for businesses seeking executive-level financial leadership — the Controller rhythm plus strategic direction.
- Strategic & capital planning
- Long-range forecasting
- Board, lender & investor package
- Banking relationships
- Growth, M&A & exit support
- Executive decision support
Strategic Projects
Best for businesses evaluating a major decision before taking action. A bounded, project-based decision packet.
- Defined decision & assumptions
- Forecasting & scenario modeling
- Hiring / pricing / expansion analysis
- Base case vs. alternatives
- Risk & ROI analysis
- Recommendation & executive review
Multi-Entity Solutions
For holding companies, hospitality groups, multi-location operators, family-owned groups and owners with several businesses. A specialized overlay on any engagement level.
- A governed view of each entity
- Group-level perspective scoped to your structure
- Executive reporting for each entity
AI Enablement
A cross-cutting capability — begins with an assessment and roadmap; implementation is scoped separately.
- Workflow assessment & AI opportunities
- Prioritized roadmap
- Implementation plan
- Systems, process, risk & governance considerations
See what a finished deliverable looks like: View a sample Monthly Advisory Update →
What are you trying to accomplish?
Every business is different.
Published prices are starting points, not one-size-fits-all packages. Final scope and pricing are confirmed after NextGen understands your company’s complexity, objectives and required level of involvement.
Company size
Business & organizational complexity
Number of entities
Data sources & data quality
Accounting-system complexity
Months of usable history
Historical reconstruction required
Transaction volume
Reporting complexity
Forecast & scenario complexity
Reporting frequency & advisory depth
Level of NextGen involvement
Stakeholders — board, lender & investor reporting
Custom analysis & decision complexity
Industry complexity
Multi-entity structure complexity
Project duration
Integration & implementation effort
International / multi-currency
Cleanup or remediation needs
Any cleanup or remediation is scoped as separate, one-time work — it never inflates the recurring fee.
Start here
One intelligence framework. Every stage of growth.
Choose the engagement that fits where your business is today — each one is built on the same Business Performance Intelligence foundation. Start with a complimentary Business Assessment.