Financial clarity for freelancers, founders, and small business owners.
Hands-on bookkeeping, tax planning, and forecasting.
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.
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.”
Firm Founded
Office Location
Analysts Team
Transparent Pricing
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Who we work with
The Independent Professional
The Early-Stage Entrepreneur
The Real Estate Solo Operator
The Service-Based Business Owner
and more ...
Registration & scope
NEXUS is not a Registered Investment Adviser (RIA) or a CPA firm. Advisory services are non-fiduciary, non-securities-focused, and educational/operational in nature (cash flow, tax projection, and P&L guidance) — not tax filing, legal advice, or investment recommendations.
Ready to talk about your financial future?
Schedule a free consultation and we'll walk through what NEXUS can do for your business.