Empowering Business Success, with Paris and James Williams, Next Level Financial (North Fulton Business Radio, Episode 804)
In this episode of North Fulton Business Radio, host John Ray welcomes Paris and James Williams, co-founders of Next Level Financial, a fractional CFO firm. The discussion highlights the Williams’ journey from corporate careers to entrepreneurship, their approach to helping businesses with financial strategy, and the unique dynamics of working as a married couple. Key takeaways include the importance of financial clarity, proactive decision-making, and the role of fractional CFOs in scaling businesses.
John Ray is the host of North Fulton Business Radio. The show is recorded and produced by the North Fulton affiliate of Business RadioX® inside Renasant Bank in Alpharetta.
Paris and James Williams, Next Level Financial
Next Level Financial is a strategic financial consulting firm dedicated to helping service firms enhance their impact through effective financial planning and analysis. The company focuses on providing tailored financial solutions that empower businesses to achieve sustainable growth. By leveraging their expertise, Next Level Financial aims to simplify complex financial processes, allowing clients to concentrate on their core operations while ensuring their financial health is robust and well-managed.
The leadership team at Next Level Financial consists of Paris Williams and James Williams Jr., both of whom bring a wealth of experience and knowledge to the firm. Paris serves as the co-founder and CEO, leading all operational aspects of the company with an emphasis on growth, goal-setting, and client support. She holds a bachelor’s degree from San Francisco State University and a Master’s degree from UC Berkeley. James, who is also a co-founder and serves as the lead CFO, holds the prestigious Chartered Financial Analyst (CFA) designation. His passion lies in assisting mission-driven organizations in growing and operating more efficiently. James has extensive experience in accounting, investments, real estate development, and asset management.
Website | LinkedIn | Facebook | Paris LinkedIn | James LinkedIn
Topics Discussed in this Episode
00:00 Introduction and Welcome to North Fulton Business Radio
01:36 Meet Paris and James Williams
01:50 Next Level Financial: The Journey Begins
02:18 Balancing Family and Business
04:14 The Role of a Fractional CFO
06:57 Building Trust and Strategy
08:30 Recognizing the Need for Financial Guidance
22:31 Client Success Stories
29:39 How to Connect with Next Level Financial
30:27 Final Thoughts
Renasant Bank supports 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 $17 billion in assets and more than 180 banking, lending, wealth management, and financial services offices throughout the region. 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.
Website | LinkedIn | Facebook | Instagram | X (Twitter) | YouTube
Renasant Bank supports the Georgia Alliance for Breast Cancer
Georgia Alliance for Breast Cancer (formerly It’s The Journey) is a registered 501c3 non-profit that strives to support Georgia’s breast cancer community by raising funds to support breast health and breast cancer programs throughout the state of Georgia.
GAABC’s mission is to engage with Georgia’s breast cancer community to increase access to care and reduce disparities in cancer outcomes.
Randi Passoff, a breast cancer survivor, founded GAABC in 2002. She created “the kinder and gentler breast cancer walk” based off the Avon 3-Day Breast Cancer Walk. Instead of a 3-day walk of 60 miles over 3 days and sleeping in a tent, the Georgia 2-Day Walk covers 30 miles over 2 days, and participants sleep in a hotel. Most importantly, what’s raised in Georgia stays in Georgia.
Renasant Bank is a major supporter of GAABC, both in corporately donated funds and employee donations and participation in the walk.
To learn more about GAABC and the 2-Day Walk, go to the GAABC Website.
About North Fulton Business Radio and host John Ray
With over 800 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.
