Question 1

What is NexGen Accounting?

Accepted Answer

NexGen Accounting is a 100% cloud-based accounting firm providing bookkeeping, accounting advisory, and fractional CFO services to small and mid-size businesses. We specialize in service businesses, restaurants, and nonprofits, and we serve clients across Ohio and the United States.

Question 2

Are you a CPA firm? Do you do taxes?

Accepted Answer

Our team includes licensed CPAs in Ohio, but NexGen is an accounting services firm, not a tax preparation or tax advisory firm. We provide bookkeeping, financial reporting, advisory, and fractional CFO services. We do not prepare tax returns or provide tax advice. Instead, we partner with your tax preparer and advisors to make sure your financials are accurate, organized, and ready when they need them. Our team also includes certified QuickBooks ProAdvisors.

Question 3

Do I need to be local to work with NexGen?

Accepted Answer

No. Because we are 100% cloud-based, we work with businesses anywhere in the United States. Most of our communication happens via video calls, email, and our secure client portal. That said, we have deep roots in Ohio and serve many businesses across Dayton, Cleveland, Columbus, Cincinnati, and surrounding areas.

Question 4

What makes NexGen different from other bookkeeping firms?

Accepted Answer

Three things set us apart: (1) We specialize in specific industries (contractors, restaurants, and nonprofits) so we understand your business deeply. (2) We go beyond data entry with advisory and CFO-level insights. (3) We are fully cloud-based and tech-forward, which means faster turnaround, real-time access to your data, and modern workflows.

Question 5

What services does NexGen offer?

Accepted Answer

We offer three core service tiers: (1) Bookkeeping: monthly reconciliation, expense categorization, financial statements, and payroll. (2) Accounting Advisory: everything in bookkeeping plus budgeting, forecasting, monthly strategy calls, and financial analysis. (3) Fractional CFO: executive-level financial leadership including cash flow management, capital raise support, and growth strategy.

Question 6

How much do your services cost?

Accepted Answer

Our pricing is transparent and based on your business's complexity, transaction volume, and the level of service you need. Bookkeeping starts at $500/month. Advisory and Fractional CFO services are priced based on scope. We provide custom quotes after a free consultation. No hidden fees, no surprises.

Question 7

Do you offer a free consultation?

Accepted Answer

Yes. We offer a free, no-obligation consultation where we learn about your business, assess your current financial situation, and recommend the right service level. There is no pressure to sign up. It is simply a conversation to see if we are a good fit.

Question 8

Are there long-term contracts?

Accepted Answer

We offer month-to-month agreements. We believe in earning your business every month, not locking you in. Most clients stay with us for years because we deliver consistent value, not because of a contract.

Question 9

What does the onboarding process look like?

Accepted Answer

After your free consultation, we send a proposal outlining services and pricing. Once you approve, we gain access to your accounting software, review your current books, and create a plan to get everything current. Most clients are fully onboarded within 1-2 weeks.

Question 10

What if my books are a mess or months behind?

Accepted Answer

That is completely normal. Many clients come to us with months or even years of backlogged books. We assess the scope of catch-up work, provide a clear price and timeline, and get you current before transitioning to ongoing monthly service.

Question 11

Do I need to switch my accounting software?

Accepted Answer

Not necessarily. We work with QuickBooks Online, Xero, and other major platforms. If your current software is working well, we integrate with it. If it is not the right fit for your business, we will recommend a better option and handle the migration.

Question 12

What information do you need from me each month?

Accepted Answer

We keep it simple. Typically we need access to your bank and credit card feeds (connected directly to your accounting software), copies of any invoices or receipts not captured digitally, and any context on unusual transactions. Most of this is automated once we set up your systems.

Question 13

What industries does NexGen specialize in?

Accepted Answer

We specialize in three industries: (1) Service businesses: plumbers, electricians, HVAC, landscapers, and general contractors. (2) Restaurants: from single-location independents to multi-unit operations. (3) Nonprofits: foundations, community organizations, and grant-funded programs. We also serve professional services, healthcare practices, and other small businesses.

Question 14

Do you handle restaurant-specific accounting like food cost tracking?

Accepted Answer

Yes. We track food costs, labor costs, prime cost ratios, and other restaurant-specific KPIs. We integrate with POS systems like Toast and Square, and we provide weekly financial snapshots so you can make real-time decisions about your operation.

Question 15

Can you handle nonprofit fund accounting and grant compliance?

Accepted Answer

Absolutely. We set up proper fund tracking for restricted, temporarily restricted, and unrestricted funds. We prepare grant compliance reports, assist with audit preparation, and ensure your financial statements meet nonprofit reporting standards.

Question 16

Do you handle job costing for contractors?

Accepted Answer

Yes. Job costing is a core part of our contractor accounting services. We set up your software to track revenue and expenses by job, so you know exactly which projects are profitable and which are not.

Question 17

What does '100% cloud-based' mean?

Accepted Answer

It means all of our work happens in secure, cloud-based platforms. No paper files, no physical office visits required. You can access your financial data anytime from any device. We use bank-level encryption and follow strict data security protocols to protect your information.

Question 18

Is my financial data secure?

Accepted Answer

Yes. We use industry-standard encryption, multi-factor authentication, and secure cloud platforms for all client data. We follow best practices for data security and only use trusted, enterprise-grade tools like QuickBooks Online, Xero, and other SOC 2-compliant platforms.

Question 19

What tools and software do you use?

Accepted Answer

Our core platform is QuickBooks Online (we are certified ProAdvisors). We also use Xero, Bill.com, Gusto, and various industry-specific tools depending on your needs. We integrate with POS systems, payroll platforms, and banking feeds to automate as much as possible.

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