Timeliness – Because Old Data is No Good Let’s face it, even the best data loses its shine if it shows up late. Whether tracking cash flow or adjusting for market changes, up-to-date data ensures you’re making moves with confidence. It’s like having a GPS that actually tells you where to go in time! Timely data helps you avoid last-minute budgeting scrambles, lets you spot issues early, and keeps you ahead of the game. 👉 Follow us for insights to keep your data timely: NextKey Services ( https://lnkd.in/diSvnZNz ) #TimelyData #AgileBudgeting #NextKeyServices
NextKey Services
Business Consulting and Services
Charlotte, North Carolina 153 followers
Unlocking potential by identifying & solving problems in a collaborative manner so you can grow and thrive.
About us
NextKey Services is a group of financial consultants – or as we like to say, storytellers – for small and mid-size companies. We use our combined 50+ years of experience to help you tell and master your company’s financial story. So you can grow and thrive. We have decades of experience across finance, accounting, business advisory services, and tax disciplines. We are also CPAs. From Deloitte & Touche to JPMorgan Chase, we have spent years honing our craft alongside the best. In 2018, we left our corporate careers in New York City to launch NextKey Services. We wanted to find more fulfillment helping companies just like yours. With our team, you get a financial partner who really learns and cares about your business. We balance our Fortune 50 experience with a personal approach that is warm and collaborative. Clients say we’re skilled at turning complex issues into simple solutions, every time.
- Website
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http://www.nextkeyservices.com
External link for NextKey Services
- Industry
- Business Consulting and Services
- Company size
- 2-10 employees
- Headquarters
- Charlotte, North Carolina
- Type
- Privately Held
- Founded
- 2018
- Specialties
- CFO, Business Partner, Accounting, Strategic Planning, Budget, Financial Reporting, Raising Capital, and Financial Modeling
Locations
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Primary
Charlotte, North Carolina, US
Employees at NextKey Services
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Dan Fraser, CANZ
Entrepreneur | Investor | Fractional CFO | M&A Expert | Teacher
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Nicola "Nikki" Fraser
Entrepreneur | Global Fortune 50 Executive | CFO | Real Estate Investor | Results Driven Inclusive Leader | Board Member
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Tisha Kelso
Accountant
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Revena Aguilar
Manager at NextKey Services LLC | Certified QuickBooks Online ProAdvisor | Bill.com Certified
Updates
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Imagine relying on a car that only starts 80% of the time. You’d be stuck missing meetings and wondering if you’ll make it home. That’s what unreliable data feels like in business. When data is consistent, you can trust it to back up your budgeting and forecasting every time. Your business deserves data it can count on! Regular reviews, backed-up systems, and consistent processes keep your numbers working hard for you—like they should. 👉 Follow us to make your data work as hard as you do: NextKey Services ( https://lnkd.in/diSvnZNz ) #ReliableData #NextKeyServices
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Accuracy – Because “Close Enough” Doesn’t Cut It Ever felt like something in your data just isn’t quite right? In budgeting, “close enough” can lead to costly mistakes. Accurate data is like a solid foundation—it lets you build smarter budgets, seize tax-saving opportunities, and avoid overspending. Think of it this way: Would you build a house on jelly? Nope. Likewise, accuracy keeps your financial decisions sturdy and dependable. Let’s keep your business on solid ground! 👉 Follow us for more tips: NextKey Services ( https://lnkd.in/dJM_StdW ) #AccuracyMatters #NextKeyServices
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We’re thrilled to welcome Stephany Manikan, MBA, CIA to our team! 🎉 Steph comes with over 10 years of experience in accounting and bookkeeping, holding both an MBA and certifications as a QuickBooks ProAdvisor and Xero Adviser. 📊 Her skills in financial analysis and reporting are matched by her passion for exploring new places and staying active. 🏸🏐 When she’s not diving into financial statements, you’ll find her on the badminton court or capturing beautiful memories with her family through her lens. 📸 Say hi to Stephany and join us in welcoming her to the team! #PeopleatNKS #newmember #accounting #bookkeeping #financialconsultant
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You’ve got questions, we’ve got answers! 📝 As we gear up for the final days of enrollment in Finance Unleashed https://lnkd.in/dVwkZwBe , we’ve been getting some great questions from entrepreneurs just like you. Let’s tackle a few of them, shall we? Q: How much time do I need to commit? A: We get it—you’re busy! But investing time now saves you loads of time (and stress) down the road. Plus, you’ll thank us when you’re sleeping soundly knowing your finances are in order. Q: What if I HATE finance? A: Look, we love finance (we know, we’re strange), but we get that it’s not everyone’s passion. That’s why our goal isn’t to make you love it — it’s to arm you with the knowledge you need to ask better questions and feel confident about your decisions. Q: Do you do the work for us? A: Nope! We’re here to guide you, support you, and make you feel like a financial rockstar. But at the end of the day, the goal is for YOU to own your finances and build the knowledge that will carry you forward. Sound like what you need? Let’s get you set up for success in 2025—doors are closing soon! Check out the process at Finance Unleashed https://lnkd.in/dVwkZwBe ! #FinanceFAQs #EntrepreneurEducation #FinanceUnleashed #FinancialConfidence
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Are you still on the fence about taking control of your finances? Let’s be real for a second. Maybe you’re thinking, “Everything’s fine. I’ll deal with it later.” We get it. When things are going well, it’s easy to ignore finances—until an unexpected tax bill smacks you upside the head. 🥴 Or maybe you’ve got that nagging feeling that being “compliant” is good enough. (Spoiler alert: it’s not.) Here’s what we’ve learned: The businesses that thrive are the ones that understand their numbers inside and out. The ones that can jump on opportunities without fear. The ones that know when to invest and when to save. And most importantly, the ones that stop letting fear or procrastination control them. So, if you’ve been telling yourself that you’ll get around to understanding your finances “one day,” we’re here to tell you—today is that day! No more putting it off. Let’s tackle this together inside Finance Unleashed🔗 ( https://lnkd.in/dVwkZwBe ) Trust us, you’ll feel lighter, more confident, and ready to take on the world. 💪 #EntrepreneurChallenges #OvercomingFears #FinanceUnleashed #FinancialPlanning
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"The proof is in the pudding." Or as we like to say, “The proof is in the profit margin!” 😆 At Finance Unleashed( https://lnkd.in/dVwkZwBe ), we don’t just talk the talk—we walk the walk. And so do our clients: 💬 Julie, Chairwoman & CEO: "Nikki and Dan took the complex world of finance and made it so simple. They helped us understand everything we needed to grow. We couldn't have done it without them!" 💬 Cindy, Founder & CEO: "With NextKey Services, I was finally able to understand the story my numbers were telling me. They helped me prepare for the sale of my business by showing me the true value of what I had built." 💬 Alexis, President: "They didn’t just advise us—they became partners in our growth. Their strategic financial guidance made all the difference in our success." If you want to stop worrying about your finances and start focusing on growing your business, Finance Unleashed https://lnkd.in/dVwkZwBe is the program for you. But don’t take our word for it—take it from entrepreneurs like Julie, Cindy, and Alexis who’ve seen the results for themselves. Ready to see what we can do together? Enroll today! 🚀 #EntrepreneurSuccess #FinancialGrowth #FinanceUnleashed #ClientSuccess
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Let’s play a little game called, “Myth or Reality?” 🧐 Here are a few of our favorite (and by favorite, we mean the ones that make us groan) finance myths that keep entrepreneurs stuck in a state of panic and paralysis. Ready? ❌ Myth 1: Budgeting is a one-time exercise. Nope! If your budget is gathering dust somewhere in a drawer, we’ve got news for you—it’s not working! A budget is a living, breathing tool that helps you grow your business. Set it, follow it, tweak it, repeat. Boom, you’re unstoppable. 💥 ❌ Myth 2: Finances are ALWAYS negative and draining. Oh please! 🙄 Once you embrace finances as a tool for empowerment, not punishment, you’ll see how much easier life gets. We promise—it’s not all bad news. In fact, finances can be fun when you’re in control (okay, fun might be a stretch, but we’ll make you believers). ❌ Myth 3: My business is too unique to forecast. We hear this one a lot, and we’re here to tell you—it’s simply not true. No matter how quirky or unique your business is, there’s a way to forecast. It’s not about perfection; it’s about getting some direction. So, let’s stop hiding behind excuses and start planning for the future. Ready to ditch the myths and embrace the reality of financial clarity? Let’s do it inside Finance Unleashed( https://lnkd.in/dVwkZwBe )! #FinanceMyths #Budgeting #Entrepreneurship #FinanceUnleashed
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What would you do if your finances weren’t stressing you out? 🤔 Would you expand into a new market? Jump on that dream investment opportunity? Or maybe, just maybe, you’d finally hire that superstar team so you could pull yourself out of the day-to-day chaos of running the business (because let’s be real—you’re tired). 😅 Here’s the thing: when you’ve got your finances on lock, the possibilities for your business start to multiply faster than you can say, “New revenue stream!” And that’s exactly what we help you do inside Finance Unleashed( https://lnkd.in/dVwkZwBe ). We help entrepreneurs go from overwhelmed to overjoyed as they realize they can: - Jump on new investments (hello, dream property or business acquisition!) - Expand into new markets (without breaking a sweat) - Hire with confidence (and actually pay them, too—what a concept!) - Focus on the work they LOVE instead of the stuff that drains them So if you’re ready to dream bigger and stop being held back by financial confusion, join us in Finance Unleashed( https://lnkd.in/dVwkZwBe ). It’s time to level up your business and turn those dreams into reality. 💸 Tell us—what’s your BIG dream for 2025? Let’s manifest it together. #BusinessGrowth #DreamBig #EntrepreneurMindset #FinanceUnleashed
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Okay, be honest... What’s your WHY? Why do you want to get a better grip on your finances? Is it because you’ve had one too many surprise insurance bills or because that panic-inducing moment when your revenue soars but your cash flow doesn’t (hello, payroll anxiety)? 😬 We’ve seen it all, and we know that every entrepreneur has a WHY. Maybe you’ve had the shock of an unexpected tax payment that wipes out half your bank account. Maybe you’re still working on last year’s financials in August of this year and are tired of staring into the rearview mirror. We get it. Here’s the deal—no matter your WHY, we’re here to help you figure it out. Inside Finance Unleashed( https://lnkd.in/dVwkZwBe ), we teach you how to predict future expenses (the ones that like to sneak up on you) and help you build confidence in your financial decision-making. We’ll help you avoid those “Oh no!” moments and replace them with “I’ve got this!” moments. 🙌 So, tell us, what’s your WHY? Drop it in the comments or shoot us a message. Let’s tackle it together! 🚀 #EntrepreneurLife #CashFlowManagement #FinanceUnleashed #SmallBusinessGrowth