About

Nexagy is a Charlotte-based financial strategy firm founded by Cassmer Ward, a recognized leader in fractional financial services. We help small and mid-sized business owners move from financial chaos to strategic clarity through Fractional CFO, Controller, and Bookkeeping support.

At Nexagy, we believe your numbers are only valuable if they help you make better decisions. Our work goes beyond spreadsheets. We translate financial data into insights that drive growth, profitability, and long-term sustainability.

Whether you’re scaling fast or trying to better understand your margins, we offer tailored financial guidance that meets you where you are. We serve clients across industries including manufacturing, professional services, logistics, media, and design. Our average client relationship spans over 23 months.

Our services include:

-Fractional CFO support for high-level financial strategy, forecasting, and scenario planning

-Controller services for financial oversight, cash flow management, and reporting

-Bookkeeping services for accurate, compliant, and timely financial recordkeeping

-Financial workshops and speaking engagements designed to educate business owners and leadership teams

-Strategic consulting to bridge the gap between operations and finance

Nexagy is trusted by founders, operators, and executive teams who want clarity without complexity. We have supported organizations through rapid growth, leadership transitions, and strategic pivots by providing not just answers but the right questions.

Our founder, Cassmer Ward, was named one of Charlotte Business Journal’s Most Admired CEOs in 2025. He also serves as CFO and owner of IDE Structural Engineers, teaches entrepreneurship and managerial accounting at Queens University of Charlotte, and hosts the Influencing Entrepreneurs podcast. Cass is known for his no-nonsense approach to leadership, financial storytelling, and helping business owners feel equipped, not overwhelmed by their numbers.

Learn more at www.nexagy.com