Let’s be honest—most of your clients probably aren’t thrilled with their current CPA.
You might have heard comments like these:
- “My CPA never returns my calls.”
- “I’m paying more in taxes every year, and my accountant isn’t helping.”
- “I want to invest more for retirement, but my tax bill holds me back.”
- “I need a clearer picture of my business finances before I can move forward.”
At NextGen, we hear this every day from new prospects who are fed up with poor communication and low-value services. We’d love to be the solution for your clients—and for you.
When you refer clients to NextGen,
you’ll start hearing feedback like this:
Clients like these invest an average of $20K annually with our firm for a customized suite of tax, accounting and business law services.
Ready to connect your
clients to NextGen?
We are not your grandfather's CPA firm.
NextGen combines cutting-edge technology with a dedicated team of CPAs, MBAs, and attorneys to deliver customized tax and accounting strategies for growing businesses.
Like you, we’re more than a service provider—we’re a strategic partner. We take the time to understand where your clients have been and where they’re headed. Many small and mid-sized business owners find themselves overlooked by large CPA firms but need more expertise than a typical tax office or bookkeeper can provide. That’s where we come in.
Our mission is simple: to help growing businesses leverage tax, accounting, and legal strategies to accelerate their success.
Why Choose NextGen
Big businesses rely on strategic tax planning, accounting, and legal structuring to build their legacies. Our leadership team, led by seasoned CPA Cindy McGhee, brings this big-business expertise to small and mid-sized enterprises. Cindy’s 20+ years of experience includes working with Fortune 500 companies at Ernst & Young LLP, the world’s second-largest CPA firm. Now, Cindy and Team Next are honored to serve the highly driven founders poised who are building the NextGeneration of big businesses from our offices in Tulsa, Dallas, Memphis and Kansas City.
Our Clients Enjoy:
01
Clear and consistent communication
02
Timely Reliable Support
03
A True Ally in Their Corner
Why Choose NextGen
Big businesses rely on strategic tax planning, accounting, and legal structuring to build their legacies. Our leadership team, led by seasoned CPA Cindy McGhee, brings this big-business expertise to small and mid-sized enterprises. Cindy’s 20+ years of experience includes working with Fortune 500 companies at Ernst & Young LLP, the world’s second-largest CPA firm. Now, Cindy and Team Next are honored to serve the highly driven founders poised who are building the NextGeneration of big businesses from our offices in Tulsa, Dallas, Memphis and Kansas City.
Our Clients Enjoy:
01
Clear and consistent communication
02
Timely Reliable Support
03
A True Ally in Their Corner
How We Support Our Clients
Accurate
Financials
Reliable financial data for compliance and decision-making
Increased Profitability
Greater cash flow means more to invest in company growth
Effortless Data Sharing
Access critical information quickly when you need it
Exceptional Client Experience
We make you and your clients look good at all times
How We Support Our Clients
Accurate Financials
Reliable financial data for compliance and decision-making
Increased Profitability
Greater cash flow means more to invest in company growth
Effortless Data Sharing
Access critical information quickly when you need it
Exceptional Client Experience
We make you and your clients look good at all times
The Customer Journey
Referring Your Clients to NextGen is simple and rewarding:
You connect us with your referral.
We thank you with a token of appreciation.
We conduct an alignment call with your referral
Your client accepts our proposal.
We send you a referral fee!
We don't take it lightly when you refer your clients to us.
We're a name you can trust.
We know the implied trust and expected quality that comes from recommending a service provider, and we set a high bar for ourselves to earn that trust from you and your clients. Our clients, and the financial community alike have consistently acknowledged our unwavering commitment to excellence.
In 2023, our managing director became a monthly contributor for Forbes Magazine sharing tax insights and expertise for driven entrepreneurs. Later that year, we earned a coveted spot on the INC. 5000’s list of fastest-growing private companies. In our 7 year tenure we’ve expanded through the region with office locations in Tulsa, OK; Dallas, TX; Memphis, TN; and Kansas City, MO. That growth isn’t driven by paid ads or low-price sales gimmicks. Rather, it’s fueled by authentic relationships with trusted partners like you who connect us with great clients. We serve those clients with excellence and they refer us to their colleagues as well.
As featured in:
Connecting your clients with
NextGen is easy!
Joint Email Introduction
Use our joint email template to make a warm introduction and we'll take care of it from there.
Pre-Populate your email here.
Step 1: Copy the Email below
Hey [client name], as I mentioned during our last consultation, it’s time to grow your advisory team. I’d like to connect you with Cindy McGhee, CPA and founder of NextGen Tax. Her team of CPAs, MBA’s and attorneys works with driven small business owners like you every day. I know they’ll take great care of you and your business. We have the pleasure to serve a good number of mutual clients and I am confident you will be in great hands with them!
Hey Cindy, I’d like to connect you with [client name]. They’re the owner of [company name]. They’ve built a great business and you and your team were my first thought to partner with them to support their current needs.
I’ve included you both on this email and I know Cindy and her team will be in touch shortly to explore working together. In the meantime, here’s a link to the NextGen intro page, and a quick intro to the customer journey that lets you learn more about Cindy and the firm.
Take care!
Intro Page Link
Share our introductory page link with your client and we'll coordinate next actions seamlessly.
Alignment Call Link
Provide our referral alignment call scheduling link to your client and we'll proceed accordingly.
We've developed a series of downloadables to help you educate your clients on frequently asked tax and accounting questions. Check out our referral resource kit with useful guides and checklists you can share with your clients.
Connecting your clients with NextGen is easy!
Joint Email Introduction
Use our joint email template to make a warm introduction and we'll take care of it from there.
Pre-Populate your email here.
Step 1: Copy the Email below
Hey [client name], as I mentioned during our last consultation, it’s time to grow your advisory team. I’d like to connect you with Cindy McGhee, CPA and founder of NextGen Tax. Her team of CPAs, MBA’s and attorneys works with driven small business owners like you every day. I know they’ll take great care of you and your business. We have the pleasure to serve a good number of mutual clients and I am confident you will be in great hands with them!
Hey Cindy, I’d like to connect you with [client name]. They’re the owner of [company name]. They’ve built a great business and you and your team were my first thought to partner with them to support their current needs.
I’ve included you both on this email and I know Cindy and her team will be in touch shortly to explore working together. In the meantime, here’s a link to the NextGen intro page, and a quick intro to the customer journey that lets you learn more about Cindy and the firm.
Take care!
Intro Page Link
Share our introductory page link with your client.
Alignment Call Link
Provide our referral alignment call scheduling link to your client.