About Nexagy · Charlotte
Nexagy is a financial advisory firm based in Charlotte, North Carolina, offering fractional CFO, Controller, and decision-support services to business owners. It helps entrepreneurs stop guessing and start making confident, strategic financial moves that grow profit, not just revenue. The company provides scalable, cost-effective solutions for businesses ranging from startups to mid-sized firms, with a focus on improving cash flow, operational clarity, and long-term profitability.
Nexagy helps business owners who want expert financial leadership without the cost of a full-time CFO. It offers fractional CFO, Controller, and decision-support services designed to simplify financial complexity, improve cash flow, and build systems that support growth. Services include strategic planning, forecasting, margin optimization, bookkeeping, compliance, and monthly financial insight calls. The firm serves businesses across the United States and has helped clients raise over $6 million in financing and generate $13 million in revenue for start-ups. Nexagy’s team includes experienced professionals who work with leadership teams to define goals, assess operations, and develop strategy while fostering confidence and collaboration. The company’s approach is customized to each client’s situation and includes organizational assessment, strategic analysis, operational refinement, and execution.
- Serves
- United States
- Rating
- 5.0
What We Do
We help business owners stop guessing, hoping, and reacting—and start making confident, strategic financial moves that grow profit, not just revenue.
- CFO Advantage: Strategic, ongoing fractional CFO-level guidance for owners making complex financial decisions.
- Controller+: Day-to-day fractional Controller and bookkeeper financial oversight that brings consistency, accuracy, and accountability to your numbers.
- Numbers to Knowledge: A monthly decision-support service that turns bookkeeping data into clear, usable insights.
Why Work With Us
Cost-effective alternative to full-time CFO. Scalable solutions. Proven record of improving profitability. Hands-on partnership. Streamlined operations. Actionable insights.
Our Approach
We help owners identify, define, and value their goals while assessing the potential of their enterprise. Our process is customized to address each business owner’s situation and designed to foster a partnership between Nexagy® and clients to achieve the desired results.
- Organizational Assessment
- Strategic Analysis
- Operational Refinement
- Execute