NEXUS
Modern office with a floor-to-ceiling view of a city skyline
Financial Advisory & Planning Templates

Financial clarity for freelancers, founders, and small business owners.

Hands-on bookkeeping, tax planning, and forecasting — paired with interactive tools you can use yourself. No jargon. No $400-an-hour surprises.

CFA-certified analyst on staff · Arizona-registered LLC · Fixed, transparent pricing

Our Products

An interactive tool that goes beyond advisory — click below to see what it does.

Where clients need us most

Four core services, built around the way small businesses and freelancers actually run their finances.

Team working together at desks in a modern open office

Why we started NEXUS

NEXUS was founded to close a gap in the market: small business owners and freelancers were stuck choosing between traditional CPA firms that are too expensive and rigid for a small account, or DIY software like QuickBooks and Wave that assumes a level of financial literacy most owners don't have time to build. NEXUS combines hands-on advisory with structured, easy-to-use financial templates so clients get both expert judgment and tools they can use on their own.

Meet the Team
0

Firm Founded

CFA

Certified Analyst on Staff

AZ

Registered LLC

Fixed-Fee

Transparent Pricing

Find your path in

Who we work with

Photo representing The Independent Professional

The Independent Professional

$50K–$150K / year

Photo representing The Early-Stage Entrepreneur

The Early-Stage Entrepreneur

$100K–$500K / year

Photo representing The Real Estate Solo Operator

The Real Estate Solo Operator

$80K–$300K / year

Photo representing The Service-Based Business Owner

The Service-Based Business Owner

$250K–$750K / year

Ready to talk about your financial future?

Schedule a free consultation and we'll walk through what NEXUS can do for your business.