what we do

General Services

Offering Advice, recommendations, and guidance, we act as a third party in working with you and your professionals to free you  to do what you do best.

exiting businesses

Assisting in helping you find qualified third-party experts to help answer questions and will act as quarterback for the entrepreneur.

New Businesses

Offering business start-up services from recommending the type of entity to legal consultation, marketing, planning, financial projections, and everything in between.

benchmark performance analysis

Providing benchmark analysis at the national, regional, and state level. We help provide comparisons based on historical revenue.

existing businesses

Helping you objectively assess where you are in your journey to the end goal and to help identify the interim goals necessary to reach that end goal

fraud protection planning

Working with you to review existing privacy policies and the steps being taken for protection of consumer information and recommending steps that should be taken

Industries Served

We emphasize in helping you assess the strengths and weaknesses of yourself, your management team, and your business. We then  help you maximize those strengths and realize and reach your end goals.

Accounting and Business Professionals

Regardless of whether you are a CPA, bookkeeper, accountant, tax professional, attorney or consultant, we can help. Learn more about our accounting and business professional services here.

Manufacturing

We help the US manufacturer in managing their costs by defining the industry’s benchmark as it applies to your particular business and revenue base.

Retail

Working with the brick-and-mortar retailer to help redesign your business model to offer what the internet can’t offer and rethinking the retailer’s business model.

Client Satisfaction

Here at Next Level Planners, LLC we apply and perform the industries leading edge practices and expert evaluations to make your company thrive in the market.

What our customers think

This is my seventh year working with Paul Vukeles.  As a solo consultant, I need a team that I can rely on to help me maintain control while I travel nationally to work with clients.  Whether it is tax planning/preparation, basic bookkeeping, or strategic planning, Paul and his team are there for me.  Personally, Paul has been a great sounding board & confidant as I take steps to expand my practice.  His business acumen and connections in Phoenix have been great assistance to me.  I would highly recommend Paul Vukeles and his team.

Nick Shuput, President, ReThink, Inc.

I have had the pleasure of working with Paul on a handful of matters already.  Without question, Paul is well-versed in both the technical and practical aspects of the tax code, and its effects on a business client’s day-to-day operations.  As an attorney, I have many clients who just want to understand the bottom line.  Paul is uniquely able to venture through the intricacies of the tax code and accounting practices to provide a client with valuable and straightforward advice.  I have always found Paul and his firm ready and willing to give of their time and expertise to work through any issue on a client’s behalf.  Their professionalism is unmatched, and I highly recommend their services.

Kevin G. Wick, Esquire, attorney at Davis Miles

 advantages

Why Choose Next Level Planners, LLC.

We offer a professional service which helps new or seasoned business owners realistically assess their businesses, identify attainable goals, and determine the steps necessary to accomplish those goals

Contact Us!

Next Level Planners, LLC

Paul W. Vukeles, JD CPA

PO Box 20040

Mesa, AZ 85277

480-981-0829 office

480-247-4361 fax

paul@nxtlevelplanners.com