Your bookkeeper records the past. We help you plan what's next.
Hands-on budgeting, forecasting, and monthly financial reviews for small businesses across the northern Chicago suburbs — delivered in person, by someone who actually sits down at your table.
QuickBooks Certified ProAdvisor15 years in corporate finance & FP&A
Watch · 2 min
How Next Block Finance works
A 2-minute intro from your finance partner
The Gap
You've got a bookkeeper and a CPA. So why does it still feel like guesswork?
Most small business owners have someone to record the numbers and someone to file the taxes — but no one helping them look forward. That's the gap Next Block Finance fills.
📊
No real plan
There's no budget to measure against and no forecast to steer by — so every month is a reaction instead of a decision.
💵
Cash flow surprises
Money comes in, money goes out, but you never quite know what's coming next — and a slow month can catch you off guard.
🧭
No one to ask
When a big decision comes up — a hire, a lease, new equipment — there's no financial partner in your corner to run the numbers with.
Your bookkeeper records what happened. Your CPA files the paperwork. We plan what comes next — in person, every month.
How It Works
A steady monthly rhythm — not a once-a-year scramble
We start by understanding your business, then settle into a simple, repeatable cadence that keeps you informed and in control all year long.
Month 1
Financial Assessment
We review your books, map your cash flow, and pinpoint the gaps. You leave with a clear picture of where you stand.
Month 2
Build Your Baseline
We build your annual budget and KPI dashboard together in a working session — your plan for the year is set.
Every Month
In-Person Review
We sit down together, compare actuals to plan, update the forecast, and decide what to do next.
Every Quarter
Strategic Check-In
We step back to the big picture — are we on track for the year, and what needs to change?
Annual budget, built together
A realistic, line-by-line plan you can actually measure against.
Monthly budget vs. actual
Clear reporting on how you performed against plan, with plain-English commentary.
Rolling cash flow forecast
Always know what's coming in and going out. No more end-of-month surprises.
KPI dashboard you'll use
The 5–8 numbers that actually tell the story of your business.
Quarterly planning
Regular strategic check-ins to adjust the plan as your business changes.
A call away for big decisions
Hiring, leasing, buying equipment? Call before you commit and we'll run the numbers.
Simple, Transparent Pricing
However you start, there's a way in
Whether you want a finance partner in your corner every month, or a one-time build to get you on solid footing, there's a way in. Monthly partnerships start with a short initial commitment, then continue month-to-month — and the one-time Sprint is priced to stand on its own.
Billed monthly · 3-month minimum to start, then month-to-month · 12-month plans save 10%.
Prefer a One-Time Engagement?
One-Time · Build & Teach
Financial Foundations Sprint
$2,000one-time
For businesses that want to get on solid footing — with or without an ongoing commitment. Over a few focused sessions we review your books, build your budget, cash flow forecast, and dashboard, and I teach you to run them yourself. You walk away owning a complete financial system, not renting my time.
4–6 weeks · ~3 working sessions · you own everything we build
1
Where You Stand
We review your books, tidy up the chart of accounts, and establish your real numbers — revenue, costs, and margins.
2
The Plan
We build your annual budget, a 13-week cash flow forecast, and a live KPI dashboard together — in tools you'll keep.
3
Drive It Yourself
I teach you to read and run the dashboard, plus a 90-day action plan for your biggest priorities.
You keep everything: your annual budget, rolling cash flow forecast, live KPI dashboard, a one-page playbook for running it each month, and your 90-day action plan.
Think you might want ongoing help down the road? The Sprint is a natural first step. Move to a monthly partnership within 60 days and $1,000 of your Sprint credits toward your first month.
Next Block FinanceMonthly Review
Revenue
$187K
Op. Profit
$22.9K
Cash
$43.7K
Jan
Feb
Mar
Apr
May
See It For Yourself
What you'll actually get each month
Words on a page only go so far. Download a real sample of the monthly package a client receives — so you can see exactly what working together looks like.
Big-company finance expertise, right here in your community
I spent more than a decade building budgets, forecasts, and financial models for large companies — the same strategic tools that help big businesses grow with confidence. Now I bring that expertise to the small businesses that make the northern Chicago suburbs run.
Next Block Finance exists because the best financial guidance shouldn't require a full-time CFO salary, a downtown firm on a Zoom call, or another subscription you have to teach yourself on a Sunday night. Most tools just hand the work back to you — a login, a dashboard, and a second job you didn't ask for. This is the opposite of that. It should feel like having a trusted partner who knows your business, shows up at your table, and helps you make confident decisions — month after month.
15 years in corporate finance & FP&AQuickBooks Certified ProAdvisorB.S. Finance & B.S. AccountingServing the northern Chicago suburbs
Let's Talk
Ready to stop guessing and start planning?
Book a free 30-minute call. Tell me about your business, and I'll tell you — honestly — whether I can help. No pressure, no pitch.
