NextMove CFO Advisory, LLC
NextMove CFO Advisory, LLC
Where strategy starts with a conversation, turns into action, and ends with results. We help businesses make smarter financial decisions, operate more efficiently, and grow with purpose—without drowning in complexity or spreadsheets.
At NextMove, financial strategy feels less like a spreadsheet and more like a partnership that turns insights into momentum.
What we do
At NextMove, we come in and help you reach your financial goals as a business. We examine your revenue, profit, and cash flow drivers to help you understand your business financially and to formulate a plan to achieve success as you define it. Each month we meet with you and follow the "one clear path" to help you reach your business and personal goals.
The 6 Steps (2-6 Monthly)
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Annually set targets
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Update your actuals to understand your business
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Create a forecast with new actuals
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Update Revenue, Profit & Cash Flow Drivers scores
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Create new objectives based on your forecasts and scores
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Create your next steps to reach your objectives
At NextMove. the aim is to make business feel like a conversation.
We bring a personal touch to every client we have.
The Process
It all starts with a conversation over coffee, tea, or a meal to understand
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what success means to you as the business owner.
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your goals (professionally and personally).
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what problems, pain points, and hurdles you are trying to overcome.
Next, I prepare a Financial Assessment, and we meet to discuss. Don’t worry we will NOT spend hours reviewing numbers and spreadsheets.
This all happens before any engagement letter is signed.
Once the engagement begins, there are 3 types of meetings:
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Kickoff Meeting (approx. 1 hour) – Review your definition of success and your goals, review the financials, and set targets for key areas and cash flow drivers.
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Monthly Meeting (approx. 1 hour) – Discuss the changes over the last month (on-track or off track to success), update the targets if necessary, and establish the objectives so you have clearly defined next steps for you and your team.
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Annual Meeting (approx.. 1 hour) – Let’s start the new year off right. Has anything changed in the business? Does success look different to you this year? What are your annual goals and/or updates to long-term goals? What new targets do you want to set for the year?
Who are we?
Meet Wendy Patterson, CPA & CCSM
Founder of NextMove CFO Advisory, Wendy helps companies simplify financial complexity and turn strategy into action. With 20+ years of experience in finance, accounting transformation, and customer success, she brings clarity, efficiency, and heart to every client relationship. Wendy believes in celebrating the success of others and creating financial strategies that feel like conversations—not spreadsheets.
Why we do this
At NextMove CFO Advisory, LLC, we partner with business owners and executives to turn strategy into results. From cash flow management to long-term planning, we help you define success on your terms and make financial moves that bring clarity, confidence, and growth.
My Why
What Drives me
Why I do it this way
I started NextMove to blend two strengths: the clarity and efficiency of accounting, and the human-centered impact of Customer Success. I love helping businesses grow with confidence—making smarter financial decisions, streamlining operations, and aligning strategy with real-world outcomes.
I thrive on helping others succeed, and this work allows me to do that while embracing new challenges, learning continuously, and designing a life that prioritizes flexibility, purpose, and balance. I want to make a meaningful difference for my clients to fulfill their goals.
At NextMove CFO Advisory, we take the burden of understanding the financials off of you, allowing you to focus on your business and expertise. The "one clear path" has a proven track record of success. We keep it simple with achievable goals and manageable monthly steps, moving you to success. At NextMove CFO Adivosry, you are working with a CPA who is also certified in customer success. This means we are focused on you and what success means to you.