Case Studies

Real businesses. Real results.

Here's what happens when growth-stage companies finally get the financial clarity and leadership they deserve.

$500M+

Client revenue managed

200+

Businesses served

98%

Client retention rate

60 days

Average time to clean books

Fractional CFO

Series A SaaS Company · Software · $4M ARR

Closed a $6M Series A in 4 months.

$6M

Series A closed

4 months

From engagement to close

3 term sheets

Received from investors

Having a fractional CFO changed everything for our fundraising process. They prepared our financials, coached us through investor questions, and we closed our Series A in 4 months.

— James T., Founder

The challenge

A fast-growing SaaS founder was preparing for their first institutional fundraise but had no investor-ready financials, no financial model, and no CFO experience navigating the process.

What we did

We stepped in as fractional CFO six months before the raise. We rebuilt the financial model, created a three-year forecast with scenario analysis, prepared the data room, and coached the team through investor due diligence.

Accounting + Bookkeeping

Regional Manufacturing Company · Manufacturing · $8M revenue

From financial chaos to audit-ready in 60 days.

18 months

Of backlog cleared

60 days

To audit-ready financials

Passed

Bank covenant review

Before NextGen, I had no idea if we were actually profitable. Within 60 days they had our books clean, our reporting automated, and gave me a financial roadmap I could actually use.

— Sarah M., CEO

The challenge

A manufacturing company with $8M in revenue had 18 months of backlogged books, no reliable P&L, and was heading into a bank covenant review with no financial visibility.

What we did

We performed a full books cleanup, reconciled 18 months of transactions, rebuilt the chart of accounts, and delivered clean monthly financials — all within 60 days of engagement.

System Implementation

Professional Services Firm · Consulting · $15M revenue

20 hours saved every month with the right systems.

20 hrs/mo

Saved on finance operations

3 days

Month-end close (was 3 weeks)

100%

Data accuracy improvement

The system implementation alone saved us 20 hours a month. They didn't just set up QuickBooks — they built workflows that actually match how our business operates.

— Linda R., COO

The challenge

A $15M professional services firm was running their finances on a patchwork of spreadsheets and an outdated QuickBooks Desktop setup. Month-end close took three weeks and the data was unreliable.

What we did

We migrated them to QuickBooks Online, rebuilt their chart of accounts, automated bank feeds and expense categorization, and integrated their billing platform — cutting month-end close from three weeks to three days.

Fractional CFO + Bookkeeping

E-commerce Brand · Consumer Goods · $12M revenue

Turned a cash flow crisis into a growth plan.

$400K

Working capital unlocked

13-week

Rolling cash forecast built

Zero

Cash crunches in 12 months since

We were growing fast but always felt broke. NextGen showed us exactly where our cash was going and gave us a system to stay ahead of it. Game-changing.

— Marcus D., CEO

The challenge

A rapidly growing e-commerce brand was profitable on paper but constantly cash-strapped. They had no cash flow forecasting, were over-ordering inventory, and had no visibility into their true unit economics.

What we did

We implemented weekly cash flow reporting, built a 13-week rolling cash forecast, restructured their inventory purchasing cadence, and identified $400K in working capital that was tied up unnecessarily.

* Case studies are illustrative of typical client outcomes. Client names and identifying details are anonymized.

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