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Your Virtual CFO for Commercial Real Estate Firms

We exist to empower business owners with CFO expertise for sustainable growth and success.

We partner with commercial real estate leaders who have built strong businesses but feel stuck when it comes to financial management. Our CFO expertise helps them move from reactive decision-making to a proactive, strategic approach—freeing up their time, increasing clarity, and unlocking new profitable growth opportunities.

We work with teams facing these challenges:

 

  Lack of decision-ready reporting
  Uneven & unpredictable cash flow
  Disjointed financial data across projects and entities 
  Inconsistent budgeting & forecasting across projects & entities

Who We Are

ABOUT

Commercial Real Estate Segments

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Real Estate Developers & Owners

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Architecture, Engineering & Construction (AEC)

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Real Estate  Professional Service Firms

SERVICES

CFO Operating System

Our work includes financial performance analysis, dynamic forecasting, cash flow analysis, strategic planning, and more.

Real Time Financial Visibility & Reporting

Struggling with delayed or unclear financial data that hinders timely decision-making? We implement real-time dashboards and customized reporting tools that deliver instant visibility into your financial performance—so you can lead with confidence, not guesswork.

Capital & Cash Flow Management

Is unpredictable cash flow limiting your ability to invest, hire, or scale? We bring clarity to your cash position, optimize your working capital, and design capital strategies that ensure you’re always ready to fund growth and navigate uncertainty.

Forecast & Scenario Planning

Feeling unprepared for shifts in the market or internal growth challenges? We build robust financial models and perform scenario planning to help you anticipate change, evaluate options, and make data-backed decisions before problems arise.

Financial Systems & Process Improvement

Are outdated tools or inefficient processes slowing your team down? We streamline and modernize your financial operations—automating reports, refining workflows, and upgrading systems—so your team can focus on driving value, not fixing spreadsheets.

TRUSTED

Companies We Have Served or Worked With

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Next Level Financial and James Williams have provided phenomenal service and support to our business. His analysis has been informative and accurate; the reports have been timely; and actionable recommendations have helped us move our business forward.

C. Jeffrey Wright, CEO of UMI

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Our Purpose

Your virtual CFO partner

We turn financial guesswork into financial clarity. Let's schedule a time to talk. 

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