We specialize in providing outsourced accounting, human resources, and compliance services. We are an extension of your business. We're the doers so you can use your time to actually run the business. Accounting: We provide an entire accounting team from Staff Accountants to process transactions, Controllers to review and report your results, and CFOs to provide strategy and direction for your business. Human Resources: We handle everything you'll need: recruiting, onboarding, benefits, employee retention, policies, handbooks, and even separations. We help guide you through your business lifecycle while staying compliant with laws. Compliance: We help advisors and funds with regulatory compliance. NexTier can help you build out a compliance program and ensure you stay compliant with SEC, FINRA, and state rules and regulations. We can also work as your Chief Compliance Officer. We have experience across a wide range of industries including professional services, nonprofits, healthcare, technology, and investment management. We tailor our solutions to meet the unique needs of each client.

NexTier has extensive industry experience. We have an alphabet soup of credentials like CPA, CFA, CFP, CIPM, SHRM, and PHR. Top level management experience: CFO, CCO, COO, and HR Director. Investment management for advisors and funds (registered and private). We've seen it all. FINRA brokerage licenses. We also have and incredible staff averaging over 20 years of hands on experience in investment management, healthcare, professional services, nonprofits, and more. With NexTier, you get the entire team with every engagement. If one of us doesn't know an answer, someone else on the team does. With each new client, we add to our knowledge base, and we're constantly upskilling our staff with continuing education on industry developments and technology changes.

NexTier offers flexible engagement models to fit each client's needs. Retainer-based: With a retainer, you get consistent, proactive support at a predictable monthly rate. It allows us to build a deeper understanding of your business and deliver more strategic value over time. It's our most cost-effective model. Project-based: This is a one-time fee for a specific project. Examples of this are: creating a custom employee handbook or designing a compliance manual for an investment advisor. Hourly: This is a simple, straightforward hourly rate for our services. Billing can fluctuate based on your needs, making it harder to budget for our services. This model tends to focus on task execution rather than strategic partnership.

Yes! We understand that business needs evolve. We're happy to adjust your engagement model as your priorities shift.

We work remotely and integrate seamlessly with your existing systems and teams. We also offer on-site support when needed, depending on your location and project scope.

The short answer is all of them 😎 We are proficient in a wide range of industry-standard tools. Accounting: QuickBooks, Sage, Netsuite, Xero, Syft, Treasury platforms, and Excel HR: ADP, Paychex, Gusto, TriNet, BambooHR, and different benefits platforms Compliance: Orion (Basis Code), EDGAR, FINRA Gateway, NFA, and others We also adapt to your preferred platforms. Regardless of the system, we follow strict data protection protocols and use secure systems to manage sensitive information. Confidentiality is a top priority in all our engagements.

Let's start a conversation about what we can accomplish together! Give us a call at (919) 646-4005, or if email is easier, reach out to info@nextier-solutions.com. We'll schedule a free consultation to understand your needs and recommend the best path forward.