Next Level Personalized Services

Next Level Personalized ServicesNext Level Personalized ServicesNext Level Personalized Services

Next Level Personalized Services

Next Level Personalized ServicesNext Level Personalized ServicesNext Level Personalized Services
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vitrual finaNcial, administrative, and Logistical services you Can Count On

vitrual finaNcial, administrative, and Logistical services you Can Count Onvitrual finaNcial, administrative, and Logistical services you Can Count Onvitrual finaNcial, administrative, and Logistical services you Can Count On

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We look forward to making your life easier and increasing your profitability as we work together to take your business to the NEXT LEVEL!

Our Business Services

Revenue Intelligence and Recovery

Revenue Intelligence and Recovery

Revenue Intelligence and Recovery

 Priority: Find the Revenue You Didn't Know You Were Losing 

 Strategy: Our AI-powered Chief Revenue Officer connects to your tools in 30 minutes and delivers a daily action plan to recover 3–8% of lost revenue. 

Goal:  Our North Star is a 10:1 ratio — for every dollar our clients spend. 

Learn more

Compliance and Advisory

Revenue Intelligence and Recovery

Revenue Intelligence and Recovery

Taxes: Personal, Business, and Corporate

Knowledgeable on Local Sales Tax,

Legally Required Corporate Documentation

Reporting: Help business owners make informed decisions

Strategy Sessions: Offered monthly to plan for future growth

Administration and Management

Administration and Management

Administration and Management

Bookkeeping: Manage daily transactions

Payroll: Management of payroll and taxes

Planning: Reporting and advice to support growth

Administrative and Clerical Support Database Management

Contracting and Logistics

Administration and Management

Administration and Management

Priority:  Provide compliant, time-critical delivery and operational support services to ensure efficiency, accountability, and mission success  

Focus:  Precision and reliability to ensure objectives are seamlessly achieved for our federal, state, and local government partners 

Financial packages and prices

Tax Preparation Services

Starting Price Varies

Call or book an online appointment to get your personalized services

Small Business (Basic Bookkeeping Package)

Starting at $297 (Monthly)

Expenses or Revenue: Up to $25,000

Includes:

- 1 Hour Consultation and business book review

- QuickBooks Online Setup/Transfer

- Monthly tracking of income and expense transactions for all business checking

- Review and reconciliation of business books and issue pristine financial report every month delivered via email

Medium Business (Essential-Plus Package)

Starting at $797 (Monthly)

Expenses or Revenue: $25,001 to $150,000

Includes:

- 1 Hour Consultation and business book review

- QuickBooks Online Setup/Transfer

- Monthly tracking of income and expense transactions for all business checking

- Review and reconciliation of business books and issue pristine financial report every month delivered via email

- Accounts payable, recurring transactions, time tracking electronic bill payment (fees apply)

- Payroll

- Inventory

Large Business (Essential-Plus Package)

Starting at $997 (Monthly)

Expenses or Revenue: Over $150,001

Includes:

- 1 Hour Consultation and business book review

- QuickBooks Online Setup/Transfer

- Monthly tracking of income and expense transactions for all business checking

- Review and reconciliation of business books and issue pristine financial report every month delivered via email

- Accounts payable, recurring transactions, time tracking electronic bill payment (fees apply)

- Payroll

- Inventory

- Import invoices, spreadsheets sync, import budgets

- Batch enter invoices, checks, bills, or deposits

**Business Clean-up Service Packages Available - Fees Vary**

Reviews

Frequently Asked Questions

Please reach us at admin@next-level-personalized-services.com if you cannot find an answer to your question.

 During the 30-minute tax preparation consultation, we will review your income, deductions, and tax situation to identify filing requirements and potential tax savings.  In addition, we will answer your questions, outline the next steps for preparing or filing your return, and address any concerns. This session sets the foundation before your actual tax preparation appointment is set. 

On a monthly basis,  all business related income and expense transactions will categorized and a monthly financial statement consisting of a Balance Sheet and a Profit and Loss will be issued.  These basic reports provide valuable information about your business past so that informed decisions about your business future can be made.  These reports are also required for tax planning and preparation purposes.  This plan also includes unlimited email and text support. 

 Normal working hours for our team is Monday - Friday, 9-5.  During these hours, normal emails, phone calls, and text messages are answered.  Should emergencies arise, there are team members that can flex to cover after hours concerns. 

Yes, QuickBooks Online is the platform utilized by our bookkeeping team to provide streamlined bookkeeping services at the quoted prices.  If you don't have QuickBooks Online yet, no worries.   We  offer the best QuickBooks Online discount of 30% off to our new clients for 12 months.  We also recommend new clients sign up for Essentials or Plus to start.  

Yes, an engagement letter is required for our team to provide bookkeeping services however, no contract is required. 

 Once you have had your consultation and select to enroll in the Basic Bookkeeping package, you will have an opportunity to review additional services in more detail with our bookkeeping team and select services that best fit your business.

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Next Level Personalized Services

Call or Text (985) 266-5789

  • Revenue Intel Recovery

 RevenueOS is a service of Next Level Personalized Services — a certified woman-owned, disabled veteran-owned, and veteran-owned small business. 

Copyright © 2026 Next Level Personalized Services - All Rights Reserved. 

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