NLBA Business Advisory Programs

Our Advisory Service is Designed to Help You Achieve Maximum Velocity.

No matter what phase of business you’re in, results are best found with constant communication. The greatest athletes of all time had constant communication with their coaches. The greatest business minds of all time had constant communication with their advisor.

Our constant communication business advisory service is designed to make sure that you take your business to the next level.

Book a discovery call to see if we’re a good fit.

Not sure if you can handle ongoing advisory services?

Jumpstart your business with one of our 90 day programs.

Our Programs

Profitability & Growth Advisory 

What it is:

A hands-on advisory program designed to align business objectives with personal financial goals while driving growth and profitability.

3-Phase Approach:

  • Phase 1 – Strategy Phase: Deep dive into business challenges, goal setting, and finance optimization.
  • Phase 2 – Delivery Phase: Implementation of a Profitability & Growth plan with milestones.
  • Phase 3 – Implementation: Monthly management meetings to ensure success and best practices

Learn How Advisory Can Work For You

Business Financial Advisory 

What it is:

Monthly bookkeeping, financial analysis, and tax projections with an expert review of financial statements.

3-Phase Approach:

  • Phase 1 – Financial Diagnostic: Review financial accuracy, bookkeeping compliance, and KPI identification.
  • Phase 2 – Accounting System Implementation: Optimize reporting, track KPIs, and customize financial reports.
  • Phase 3 – Ongoing Financial Management: Monthly bookkeeping, KPI tracking, and quarterly tax projections.

Need Financial Advisory Help?

Cash Management Advisory 

What it is:

A structured system for cash allocation to optimize spending, taxes, savings, and vendor payments.

My clients call this “the game changer.”

3 – Phase Approach:

  • Phase 1 – Allocate money for personal income, taxes, and business growth.
  • Phase 2 – Use accounts payable reports to determine vendor payments.
  • Phase 3 – Ensure consistent financial health with structured payment cycles.

 

 

 

What is Cash Flow Management And Do I Need It?

Hear from Our Satisfied Customers

Jocelyn Whiting | Client Since 2012

"In 2012, I started my business Levy & Delany Funeral Home. I’ve been working with Marc Adams since 2014. During my ongoing six year history with the Next Level Business Advisory team, I have appreciated their steadfast top-notch personable service.

Marc’s most professional guidance has enabled me to grow not only my business but my confidence in him as well. I have tried working with other professionals in the past, but Marc reigns at the top of the list. Marc is very knowledgeable, proficient and on top of his game. If you want your business to go to the next level, I highly recommend the Next Level Business Advisors."

D. Kirkland | Client Since 2015

"Marc is so professional, and extremely knowledgeable and well informed on all current tax laws and codes. He takes the time to analyze my financial status and when I have questions, meticulously explains so I better understand. I have even referred a friend who now also works with Marc. Great company and great team!"

Omar Rodriguez | Client Since 2016

"When we met Marc Adams and his team our business was doing very well. But we didn’t have a true handle on how well. Marc's one-on-one Profitability and Growth Advisory service helped us by systematizing our business.

He first helped us improve our inventory management and accounting, but he’s also helped streamline many of our operations. We are a family owned business with over fifteen employees so it was important to us to improve operations so that we can continue to grow. Marc has worked with us in several phases of our business operations.

Since working with Marc, our company has become more efficient and our growth is more strategic. Our revenues have increased year over year, but more importantly our net income has increased proportionately. We’re still a work in progress, but we like the direction we’re heading."

John Aslanian | Client Since 2017

"Been working with Marc Adams for a few years now. I was a mess. Six years behind on personal taxes in NJ NY NYC Fed. On the verge of big problems. A lot of problems with the business tax filings as well, and payroll filings which have enormous penalties. Marc fixed everything and dealt with all of the tax agencies. I am for the first time in my life filing early or on time for business and personal.

I am still very friendly with a retired CPA who took care of my personal taxes and my family business for 30 years so we have gotten the "CPA opinion" on certain complicated issues between personal and business. Marc has always been right. If anything Marc was slightly more conservative. That ironically saved my butt with some unexpected deep dives into my personal finances recently.

He is also a really nice guy that you want to be friends with. Easy going patient. Trusting someone with your financial life is a big choice. Marc is completely trustworthy, efficient, smart and great at what he does. By the way I do a terrible job on supplying the proper information but he manages to work with me, around me in spite of me to get it all done timely and properly."