Serving clients nationwide — virtual consultations available. Book yours today →
Licensed CPA · New Jersey & Nationwide

Financial clarity
for ambitious
businesses.

Bookkeeping, financial consulting, and professional-grade Excel tools — all in one place. Transparent pricing, real expertise, zero fluff.

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What Nexxavista offers
CPA
Licensed & credentialed
100%
Virtual — work anywhere
3-in-1
Bookkeeping, consulting & tools
NJ
Based, serving all states
Bookkeeping Financial Consulting Excel Templates Dashboards Tax Planning Cash Flow Analysis

Services built for your bottom line

From monthly bookkeeping to strategic financial consulting, Nexxavista brings CPA-level expertise to businesses of every size.

Monthly Bookkeeping

Accurate, timely books every month. Reconciliations, categorization, and financial statements delivered so you always know where your money stands.

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Financial Consulting

Strategic guidance from a licensed CPA. Budgeting, forecasting, cash flow planning, and financial decision support tailored to your goals.

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Excel Templates & Dashboards

Professional, ready-to-use financial tools. Plug in your numbers and instantly see the insights you need — no accountant required for the day-to-day.

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Tax Planning & Strategy

Proactive tax planning to minimize your liability. We identify deductions, credits, and timing strategies before tax season, not after.

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Cash Flow Analysis

Understand exactly where your cash is coming from and where it's going. We build models that give you real-time visibility and peace of mind.

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Fractional CFO Services

Get senior financial leadership without the full-time cost. Ideal for growing businesses that need strategic oversight and financial accountability.

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Tax Preparation & Filing

Stress-free individual and business tax returns prepared by a licensed CPA. We handle federal, state, and multi-state filings with accuracy and care.

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Payroll Services

Reliable payroll processing, tax withholding, and compliance filings. We make sure your team gets paid correctly and on time, every pay period.

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Audit & Assurance

Independent audits, reviews, and compilations that give lenders, investors, and stakeholders confidence in your financials.

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Business Formation & Entity Selection

LLC, S-Corp, C-Corp, or sole proprietorship? We help you choose the right structure for tax efficiency, liability protection, and long-term growth.

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Accounts Payable & Receivable

Stay on top of what you owe and what you're owed. We manage invoicing, bill payments, and aging reports so nothing slips through the cracks.

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Financial Literacy & Training

Workshops and one-on-one sessions to help business owners understand their numbers. Learn to read financial statements, manage budgets, and make data-driven decisions.

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Why Nexxavista?

Most small businesses don't have access to a real CPA who actually understands their day-to-day operations. Nexxavista was built to change that — bringing big-firm expertise to entrepreneurs, freelancers, and growing companies at a price that makes sense.

  • Licensed Certified Public Accountant (CPA)
  • New Jersey licensed, serving all 50 states virtually
  • Expertise in small business & self-employed finances
  • Transparent flat-rate and project-based pricing
  • Fast turnaround with direct, personal communication
CPALicensed & Certified

Real expertise.
Personal service.

Nexxavista is a one-person financial services practice built on the belief that every business — no matter how small — deserves access to a qualified, credentialed accountant.

Based in New Jersey and fully virtual, I work with clients coast to coast. Whether you need clean books, a financial strategy, or just a great spreadsheet, Nexxavista delivers the quality of a large firm with the attention of a dedicated partner.

Every engagement is handled personally. You'll always know who you're talking to and where your financials stand.

Transparent pricingNo surprise invoices or hourly mystery bills
Fast communicationReal responses, not ticketing queues
Nationwide reach100% virtual, available in all states

Excel templates & dashboards

CPA-designed financial tools you can use immediately. Download, enter your numbers, and get the clarity you need.

Best Seller

Small Business P&L Dashboard

Monthly profit & loss tracker with automated charts, trend analysis, and year-over-year comparison. Built for non-accountants.

Popular

Cash Flow Forecast Template

12-month rolling cash flow projection with scenario modeling (best/base/worst). Know your runway before you need to.

New

Freelancer Income Tracker

Track invoices, payments, and estimated quarterly taxes in one sheet. Designed specifically for self-employed professionals.

More templates coming soon. Request a custom template →

Common questions

Everything you need to know before getting started.

Yes — Nexxavista is 100% virtual and works with clients in all 50 states. All consultations, bookkeeping, and document sharing are handled securely online.
Monthly bookkeeping includes transaction categorization, bank and credit card reconciliation, and a monthly financial statement package (P&L, balance sheet, cash flow). Pricing varies based on transaction volume.
Each template is a fully unlocked Excel file. You download it, enter your own data in clearly marked input cells, and the dashboards and charts update automatically. No special software required beyond Excel or Google Sheets.
Absolutely. You can book a one-time 60-minute financial consulting session with no ongoing commitment. These are great for specific questions, a second opinion, or planning a major financial decision.
Nexxavista primarily works with QuickBooks Online, but can also support Xero, Wave, and FreshBooks. If you're not currently using accounting software, we can help you get set up.
Bookkeeping is monthly flat-rate, based on transaction volume. Consulting is available hourly or as project-based packages. All pricing is discussed upfront — no surprise fees. Reach out for a custom quote.

From the blog

Plain-English financial tips for business owners, freelancers, and entrepreneurs.

Bookkeeping

5 Bookkeeping Mistakes That Cost Small Businesses Thousands

Simple errors in how you categorize expenses or reconcile accounts can snowball fast. Here's what to watch for.

Coming soonRead more
Tax Planning

Quarterly Estimated Taxes: A Simple Guide for the Self-Employed

If you're your own boss, the IRS wants their cut four times a year. Here's how to calculate and never miss a deadline.

Coming soonRead more
Cash Flow

Why Profit Doesn't Mean Cash in the Bank (and What to Do About It)

You can be profitable on paper and still run out of money. Understanding the difference is critical for every business owner.

Coming soonRead more

Let's talk about your finances.

Whether you're ready to get started or just have a few questions, reach out. There's no obligation — just a straightforward conversation about how Nexxavista can help your business.

Based in New JerseyServing clients in all 50 states, fully virtual
Response timeWithin 1 business day, usually faster

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