Your Financial Storyteller
For Small & Mid-Size Companies
Hi, we’re Nikki and Dan
We are the founders of NextKey Services, and glad you found us.
We are 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.
Our Background and Approach
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.
“Complexity is your enemy. Any fool can make something complicated. It is hard to keep things simple.”
– Richard Branson
We offer a full suite of finance, accounting and tax support services – from our monthly accounting package to assisting with mergers and acquisitions, capital raising, board/stakeholder engagement, and much more.
We also help you on your terms – whether that’s as-needed, part-time or short-term.
Our Services
CFO Services
Accounting
Business Advisory Services
Tax Support
Get Financial Education and the opportunity for Q&A with Nikki and Dan
Stay tuned for the official date, and get ready to dive deeper into your financial journey.
Every Financial Story Starts Somewhere
Please reach out to discuss how we can best serve your needs.
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