Our Capabilities

Yes, technically we offer “outsourced” services and solutions for your company. But we’re much more fond of describing what we do as “in-sourced” finance solutions, as in “your office and ingrained in your corporate environment”. That’s the only way we know how to be the most efficient and most effective at serving your company’s needs.

So before you hire an outsider to handle your outsourced finance and bookkeeping needs, bring in the team that understands what today’s businesses want and what tomorrow’s businesses need and can see the big picture in order to help your company grow from its current stage. You could then focus on your core business while we focus on making sure the numbers align with your growth strategies.


Forward-Looking Planning

Are you wanting to purchase new equipment? Are you wanting to add an R&D division? Are you considering a bank loan? Do you need projections or a REAL & ACCURATE budget? Are you trying to take your company out of growth mode and into profit generation? Our team of experienced CFOs and Controllers have the pedigree and industry experience to assist to you to gather the answers to these questions.


CFO & Management Services

Our CFOs are not “glorified controllers” nor are they so experienced that they are out of touch with reality. Our CFOs are experienced in what matters…and that is keeping cash in the business and increasing the bottom line. However, we can handle much more than that. Our CFOs can review the gross margins by product. We can roll up our sleeves and determine why inventory is so high. Our CFOs know which industry service providers are best for your business. Our CFOs know how to manage a team of individuals to keep productivity and morale high. Our CFOs are proven leaders not bosses.


Controller Services

Our controllers do just that! They control the entire cash flow process. They design policies and procedures for your specific business to help curtail errors, fraud and omissions. They ensure other departments know the policies and adhere to them. Our controllers oversee the entire process for completeness and accuracy.


Accounts Payable & Receivable

Sometimes, we just need to get to business and enter bills and invoices. We have team members who can do that too! Three way matching? Yep! We can handle that. Batch invoicing…we know that too. What about EDI? We are absolutely familiar with that.


Payroll Services

Typically we would recommend outsourcing payroll to a third party. We have awesome referrals for that! But sometimes payroll just needs to be completed in-house. We are well experienced in payroll processing. We know there are no exceptions in entering payroll timely. Payroll, taxes, benefits, workers comp, etc. all have to be completed accurately and timely. Our team know the ins and outs of payroll.


General Ledger Support

Our team is up for the challenge. Whether we are preparing bank reconciliations or managing fixed asset and depreciation or keeping track of the subsidiary ledgers for prepaid assets or accrued expenses, we have the expertise you need. Did you know that we also perform reasonableness tests on all accounts? We are more than bookkeepers. We are your new finance team.


Financial Reporting

Balance Sheets, Income Statements and Cash Flows are the tip of the iceberg. There is more to financial reporting that printing three reports. We will review each financial statement month by month and account by account. Our plan is to ensure these financials are complete and accurate based on your industry and the current growth cycle of the business. Oh wait there is more! What about management reporting? Cash flashes, sales reports by LOB and Class, daily payroll costs, accounts payable by type by days outstanding. Yes! Our team is well experienced for these kinds of tasks.


Chief Financial Officer


NexGen Finance Solutions serves the Dallas-Fort Worth metroplex. If you are looking for a short-term or long-term finance solution for your company, give us a call or email us to find out how NexGen Finance Solutions can provide you with the assistance you are looking for.


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How Can We Help You


Please contact us to discuss how we can be of service to your company or organization. NexGen Finance Solutions offers cafeteria-style options instead of a one-size-fits-all, take-it-or-leave-it offering that may only meet 20% of your needs while costing you 100% of your budget.