About Next Level CPA

A Jacksonville CPA firm helping business owners make better financial decisions.

Next Level CPA helps business owners gain clearer accounting visibility, reduce tax exposure, and make better financial decisions with practical guidance throughout the year.

Business professionals reviewing documents together

Where accounting becomes more useful.

Business owners should not have to wait until year-end to understand what is happening financially. The firm focuses on turning accounting work into practical insight owners can use sooner.

Planning & Strategy

Better reporting, forward-looking tax planning, and business decisions guided by cleaner financial information.

Client Experience

Owner-friendly communication, practical support, and a working relationship designed to stay useful over time.

Meet the Firm

Accounting expertise, operating experience, and practical guidance built around business owners.

Next Level CPA combines tax, accounting, finance, and real-world business perspective to help owners build stronger companies with clearer reporting, better structure, and more useful support.

Mark Cook, CPA, MBA
Leadership Profile

Mark Cook, CPA, MBA

Principal Officer

35+ Years Experience

Mark Cook brings more than 35 years of experience across accounting, tax, finance, operations, strategic planning, and executive leadership.

Before leading Next Level CPA, Mark served in senior financial roles, including Controller, Vice President, and Chief Financial Officer, where he helped organizations improve reporting, manage complex financial operations, and make decisions with profitability and long-term value in mind.

As a Florida-licensed CPA with an MBA from the University of North Florida, Mark brings both technical expertise and real-world business perspective to every client relationship.

Meet the Team

Our team provides responsive service, reliable support, and practical financial guidance.

Team member portrait
Team member portrait
Team member portrait
Core Philosophy

What drives the way the firm supports business owners.

Every engagement is built around practical visibility, proactive planning, and advice that connects directly to the way the business runs.

Financial clarity first

Reporting should help owners understand what is happening now, where margins are tightening, and what needs attention before it becomes expensive.

Tax planning before deadlines

Tax strategy works best when it happens early enough to influence compensation, purchases, structure, and cash planning.

Advice tied to decisions

Accounting becomes more valuable when it helps guide pricing, owner pay, hiring, growth timing, and next-step business choices.

What Makes Us Different

Reasons business owners stay for the long term.

Clearer Financial Visibility

Reporting and conversations built to help owners understand what is happening now, not months later.

Proactive Tax Reduction

Planning throughout the year so owners can make decisions earlier and avoid reactive year-end scrambling.

Advice That Connects to Operations

Support that ties accounting back to margins, cash management, planning priorities, and owner decisions.

Integrated Service Thinking

Accounting, tax planning, and advisory work are designed to support one another so business owners get clearer direction in one place.

Business professional presenting financial strategy
Business leader standing confidently
How We Support Business Owners

Guidance shaped by accounting discipline and an owner’s mindset.

Next Level CPA looks beyond compliance to help business owners understand their numbers, plan more effectively, and make confident decisions.

Our support is practical and ongoing, whether you need proactive tax planning, cleaner monthly reporting, or stronger financial guidance.

Monthly accounting support that keeps reporting clear and useful.
Proactive tax planning connected to real business decisions.
CFO-level guidance around margins, cash flow, and next steps.
Industry-aware support for healthcare practices and growing businesses.
Industry Expertise

Focused support for the kinds of businesses the firm knows best.

Next Level CPA works with business owners who need organized accounting, practical tax planning, and clearer financial direction.

Small Business Owners

Accounting and advisory support for owners who need cleaner books, stronger visibility, and better financial direction.

Medical Practices

Financial support for practices managing payroll complexity, provider compensation, tax planning, and reporting visibility.

Dental Practices

Tax planning and accounting guidance for dental practice owners focused on growth, equipment decisions, and profitability.

Chiropractic Practices

Practical reporting, tax planning, and advisory support for healthcare-focused owners who need clearer numbers.

FIRM AT A GLANCE

Built to support business owners year-round.

Experienced guidance, proactive planning, and practical support that helps owners make better financial decisions.

35+

Years of accounting, finance, and executive leadership experience.

3

Core areas of support: accounting, tax planning, and advisory.

12

Months of proactive planning, not just tax-season support.

50 States

Fully virtual support for business owners across the United States.

START A CONVERSATION

Ready for clearer financial direction?

Let’s discuss your accounting, tax planning, cash flow, and where your business needs stronger support.

Request a Consultation
Business team in a planning discussion