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Financial Well-Being Solutions

We don't take chances with people's financial lives, so we only work with industry-leading financial wellness brands with widely trusted products and services 

We'll put the right solution together for your organization and provide the program management support necessary to deliver the best outcomes for you and your people. 

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Financial Literacy and Financial Coaching

No two financial journeys are alike, and people learn differently. Financial Finesse's  integrated, multi-channel platform meets each person where they are and propels them forward towards a state of financial well-being.

Trusted by over 20,000 companies around the world like CVS Health, McKinsey & Co., Societe Generale, NFLPA, NBA, MLS, Meta, Patagonia, and General Mills.

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(Family access included because we know your family's financial well-being is important to you, too.)

Tax Preparation and Tax Advisory

Your taxes, your way.  Get your taxes done right and your maximum refund, guaranteed. 

Next Game Advisors' clients receive an additional 20% off. 

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For LLCs, S-Corps, Partnerships and Sole Proprietorships: 

  • Get your business taxes done by a business tax expert

  • Includes audit protection and year-round tax advisory at no extra cost

  • File your taxes using live, expert help

  • Includes audit protection and year-round tax advisory at no extra cost

Small Business Financial Management 

QuickBooks keeps your financials organized, providing one place where you can easily manage your business and get real-time insights on how your business is doing.

Whether your business is just starting out and you need to send your first invoice, or you’re an established business and are looking for more insights to grow, QuickBooks has the tools to support your business growth.

Next Game Advisors' clients receive 30% off the first 6 months

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Track profit by project

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Manage cash flow easily

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Manage income and expenses

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Make better decisions with reporting insights

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Invoice and accept bank + credit card payments

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Get every business tax deduction you deserve

Intuit TurboTax®  and QuickBooks® are registered trademarks of Intuit, Inc., used with permission

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