Business Mastery Through Bookkeeping, with Jason Wong, FinCay LLC (North Fulton Business Radio, Episode 786)
In this episode of North Fulton Business Radio, host John Ray interviews Jason Wong, the owner of FinCay LLC, a firm specializing in bookkeeping and tax services for small businesses. Jason discusses the importance of meticulous bookkeeping, the challenges small businesses face, particularly in the restaurant and contracting industries, and how his firm utilizes technology like QuickBooks Online to streamline financial management. He also shares personal success stories and addresses the critical role of tax planning. The episode underscores the significant ROI of professional accounting services and offers insights into mitigating common small business financial pitfalls.
John Ray is the host of North Fulton Business Radio. The show is recorded and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.
Jason Wong, FinCay LLC
Jason Wong is the visionary founder and leader of FinCay LLC, established in 2019.
He earned his MBA in Business Management from Nova Southeastern University before moving to the Cayman Islands. There, Jason amassed extensive professional experience in hedge funds, private equity funds, compliance, and various system integration projects.
After gaining substantial expertise in the financial sector, Jason Wong and his business partner decided to establish their own accounting and bookkeeping company, FinCay Inc. In 2017, Jason returned to the United States with the goal of expanding the FinCay brand to successfully meet the needs of the U.S. market. He maintained existing services while transforming FinCay LLC into a certified tax firm, achieving QuickBooks ProAdvisor certification, and registering as a government contractor.
Currently, Jason is working towards completing his CPA exams, with the aim of elevating FinCay LLC to the status of a certified accounting firm.
Website | LinkedIn | Instagram | Facebook | Jason’s LinkedIn
Topics Discussed in this Episode
00:00 Introduction and Welcome to North Fulton Business Radio
01:23 Meet Jason Wong of FinCay LLC
02:10 Jason’s Journey to Accounting
03:42 Helping Small Businesses Succeed
05:58 Technology in Bookkeeping
11:03 Challenges Faced by Contractors
15:08 Tax Planning Insights
23:01 Success Stories and Client Experiences
25:21 Contact Information and Closing Remarks
Renasant Bank and Casa Nuova Italian Restaurant support North Fulton Business Radio
Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.
Casa Nuova is a proud family-owned and operated restaurant, serving classic, authentic and traditional Italian cuisine and top tier hospitality since 1998.
Casa Nuova is a cook-to-order kitchen, serving traditional fare including pasta, chicken, seafood, veal, vegetarian and gluten-free options, plus daily specials. They are a farm-to-table establishment, meaning that in the summertime, they cultivate their own vegetables in their garden, steps away from the restaurant, including tomatoes, corn, peppers, zucchini, sunflowers and more!
Celebrating more than 25 years, Casa Nuova has become a true staple in the Alpharetta area, serving more than three generations of families, including friends old and new, visiting near and far from all over the metro Atlanta area and beyond.
Website | LinkedIn | Facebook | Instagram
About North Fulton Business Radio and host John Ray
With over 770 shows and having featured over 1,200 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!
The show welcomes a wide variety of business, non-profit, and community leaders to get the word out about the important work they’re doing to serve their market, their community, and their profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates business by sharing positive business stories that traditional media ignore. Some media leans left. Some media leans right. We lean business.
John Ray is the host of North Fulton Business Radio. The show is recorded and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, and many others.
The studio address is 275 South Main Street, Alpharetta, GA 30009.
John Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.
John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.
