Phone: 781-326-3822

Know a Business Owner Who Deserves More Profit and Less Stress?

Help them take their Next Step. Refer them to a Strategic CFO who can show them a clear return on investment—before they ever invest a dollar.

Submit Your Referral

What Happens After You Refer Someone?

We take referrals seriously because they represent your trust in us. Here's what your referral can expect:

  • A personal, no-pressure phone call to introduce ourselves

  • A complimentary business assessment to identify opportunities

  • A clear demonstration of ROI before any investment is made

  • Absolutely no obligation—if it's not a fit, no hard feelings

We promise to treat your referral with the same respect and care we would treat you.

© 2025 Next Step CFO. All Rights Reserved

6 Roundhouse Road Bourne MA 02532

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Next Step CFO

Michael Barbarita, Founder

Phone: 781-326-3822

Email: [email protected]

Website: www.nextstepcfo.com