NextKey Services Introduces the Level Up Series Vault

Elevate Your Business Journey, Free of Charge!

Unlock Your Free Access to Premier Financial Education

If you missed a live session, we proudly present the Level Up Series Vault! The Vault is an exceptional library of advanced financial education and unparalleled business resources – and it's completely free! Experience this wealth of knowledge at absolutely no cost!

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Hi, we’re Nikki and Dan


We are the founders of NextKey Services, and glad you found us.

We are financial consultants and educators – or as we like to say, storytellers – for small and mid-size companies. We use our combined 45+ years of experience to help you tell and master your company’s financial story.

We have decades of experience across finance, accounting, business advisory services, and tax disciplines. We are also CPAs. From Deloitte & Touche to JPMorgan Chase, we have spent years honing our craft alongside the best. In 2018, we left our corporate careers in New York City to launch NextKey Services. We wanted to find more fulfillment helping companies just like yours.

With our team, you get a financial partner who really learns and cares about your business. We balance our Fortune 50 experience with a personal approach that is warm and collaborative. Clients say we’re skilled at turning complex issues into simple solutions, every time.

We are excited to see you grow and thrive.