Next Block Finance — Your Local Strategic Finance Partner

The Gap

You've got a bookkeeper and a CPA. So why does it still feel like guesswork?

Most small business owners have someone to record the numbers and someone to file the taxes — but no one helping them look forward. That's the gap Next Block Finance fills.

📊

No real plan

There's no budget to measure against and no forecast to steer by — so every month is a reaction instead of a decision.

💵

Cash flow surprises

Money comes in, money goes out, but you never quite know what's coming next — and a slow month can catch you off guard.

🧭

No one to ask

When a big decision comes up — a hire, a lease, new equipment — there's no financial partner in your corner to run the numbers with.

Your bookkeeper records what happened. Your CPA files the paperwork. We plan what comes next — in person, every month.

How It Works

A steady monthly rhythm — not a once-a-year scramble

We start by understanding your business, then settle into a simple, repeatable cadence that keeps you informed and in control all year long.

Month 1

Financial Assessment

We review your books, map your cash flow, and pinpoint the gaps. You leave with a clear picture of where you stand.

Month 2

Build Your Baseline

We build your annual budget and KPI dashboard together in a working session — your plan for the year is set.

Every Month

In-Person Review

We sit down together, compare actuals to plan, update the forecast, and decide what to do next.

Every Quarter

Strategic Check-In

We step back to the big picture — are we on track for the year, and what needs to change?

Annual budget, built together

A realistic, line-by-line plan you can actually measure against.

Monthly budget vs. actual

Clear reporting on how you performed against plan, with plain-English commentary.

Rolling cash flow forecast

Always know what's coming in and going out. No more end-of-month surprises.

KPI dashboard you'll use

The 5–8 numbers that actually tell the story of your business.

Quarterly planning

Regular strategic check-ins to adjust the plan as your business changes.

A call away for big decisions

Hiring, leasing, buying equipment? Call before you commit and we'll run the numbers.

Simple, Transparent Pricing

However you start, there's a way in

Whether you're a smaller shop building your first real budget or a growing business that wants a finance partner in your corner — pick the door that fits. Always billed monthly, with a friendly 30-day cancellation. You're never truly locked in.

Ongoing Monthly Partnership

Financial Clarity

Essentials

^$1,250

per month

Best for $500K–$1M revenue

Monthly in-person meeting
Budget vs. actual report
Cash flow snapshot
KPI dashboard
Email & phone access

Get Started

Strategic Growth

^$2,500

per month

Best for $750K–$2M revenue

Bi-weekly in-person meetings
Full budget & forecast suite
Rolling 12-month cash forecast
Quarterly planning session
Decision-support calls
Vendor & banker prep

Get Started

CFO Advisory

Full Partner

^$4,000

per month

Best for $1M–$2M+ revenue

Weekly in-person presence
Full FP&A suite
Pricing & margin strategy
Lender & investor support
Annual strategic planning
Profitability deep-dives

Get Started

Billed monthly · 30-day cancellation · never locked in.

Just Getting Started?

Start Here · One-Time

Financial Foundations Sprint

^$1,250one-time · or 2× $650

Built for smaller businesses under ~$750K in revenue. Over a few focused sessions we build your budget, cash flow forecast, and dashboard together — then I teach you to run them yourself. You walk away owning the system, not renting my time.

Start With a Sprint

4–6 weeks · ~3 working sessions · graduates to monthly as you grow

1

Where You Stand

We review your books, tidy up the chart of accounts, and establish your real numbers — revenue, costs, and margins.

2

The Plan

We build your annual budget, a 13-week cash flow forecast, and a live KPI dashboard together — in tools you'll keep.

3

Drive It Yourself

I teach you to read and run the dashboard, plus a 90-day action plan for your biggest priorities.

You keep everything: your annual budget, rolling cash flow forecast, live KPI dashboard, a one-page playbook for running it each month, and your 90-day action plan.

Ready for ongoing help and want a guided diagnosis first? Start with a one-time Financial Assessment ($2,000) — a deep review that maps your finances and shows exactly where I can help. Sign up for any monthly tier within 30 days and the full $2,000 is credited toward your partnership — choose the credit or the 12-month discount, whichever saves you more.

Which One Is Right For Me?

Two ways to start — here's how to choose

Both are one-time engagements. The difference is simple: one is a diagnosis that leads to an ongoing partnership, the other builds you a system to run yourself.

Financial Assessment · $2,000

A Diagnosis

Tell me what's going on, and what to do about it.

Best for

Businesses heading toward a monthly partnership — roughly $750K+ in revenue.

What it is

A deep review of your finances that surfaces the problems, opportunities, and a prioritized roadmap.

You get

Findings, opportunities, and a clear recommendation for ongoing work.

Where it leads

Into a monthly tier — and the full $2,000 credits toward your first months if you sign up within 30 days.

Foundations Sprint · $1,250

A Build

Build it with me, and teach me to run it.

Best for

Smaller businesses under ~$750K that want to get on solid footing without an ongoing commitment.

What it is

A hands-on build of your budget, cash flow forecast, and dashboard — plus training to run them.

You get

A complete, working financial system you own and operate yourself.

Where it leads

Into self-sufficiency — or a light ongoing check-in as you grow.

The Simple Rule

If you want me in your business every month, start with the Assessment. If you want to own a system and run it yourself, start with the Sprint.

Next Block FinanceMonthly Review

Revenue

$187K

Op. Profit

$14.1K

Cash

$41.2K

Jan

Feb

Mar

Apr

May

See It For Yourself

What you'll actually get each month

Words on a page only go so far. Download a real sample of the monthly package a client receives — so you can see exactly what working together looks like.

A complete month-end review deck
Budget vs. actual with plain-English commentary
Cash flow forecast and a clear action plan

Download the Sample Report

Chris Marcanti, founder of Next Block Finance

About

Big-company finance expertise, right here in your community

15 years in corporate finance & FP&A

I spent more than a decade building budgets, forecasts, and financial models for large companies — the same strategic tools that help big businesses grow with confidence. Now I bring that expertise to the small businesses that make the northern Chicago suburbs run.

Next Block Finance exists because the best financial guidance shouldn't require a full-time CFO salary, a downtown firm on a Zoom call, or another subscription you have to teach yourself on a Sunday night. Most tools just hand the work back to you — a login, a dashboard, and a second job you didn't ask for. This is the opposite of that. It should feel like having a trusted partner who knows your business, shows up at your table, and helps you make confident decisions — month after month.

QuickBooks Certified ProAdvisor B.S. Finance & B.S. Accounting Serving the northern Chicago suburbs

Let's Talk

Ready to stop guessing and start planning?

Book a free 30-minute call. Tell me about your business, and I'll tell you — honestly — whether I can help. No pressure, no pitch.

chris@nextblockfinance.com

(847) 471-1619

Serving the northern Chicago suburbs

Book a Free 30-Minute Call

Pick a time that works for you. We'll meet by phone, video, or in person — your choice.

Choose a Time

Prefer email? chris@nextblockfinance.com