financial strategy Archives - Business RadioX ®

Empowering Business Success, with Paris and James Williams, Next Level Financial

September 24, 2024 by John Ray

North Fulton Business Radio

Empowering Business Success, with Paris and James Williams, Next Level Financial

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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.

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, Business RadioX - North Fulton, and Owner, Ray Business Advisors — **John Ray, Business RadioX – North Fulton, and Owner, Ray Business Advisors**

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.

Life And Money E18

March 23, 2021 by Karen

Phoenix Business Radio

Life And Money E18

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Life And Money E18

Are you living the life you dreamed of or wishing for more? Are you dreaming about the day you get to retire? Have you struggled with finances? If so, then check out this episode of Collaborative Connections Radio Show and Podcast.

Host, Kelly Lorenzen was on-air with featured guests Doni and Larry Smith with Love and Money Hacks and Teresa Kuhn with Living Wealthy Financial. If you are looking for tips on saving for retirement, financial freedom, or ways to create a stream of passive income, then this episode is worth the listen.
So many great tips and resources were shared by all.

Collaborative Connections Radio Show and Podcast is sponsored by KLM Consulting, Marketing and Management.

As trainers, motivational speakers and authors, Doni and Larry Smith with Love and Money Hacks help people achieve financial freedom and communicate effectively with their partner… changing the world one hack at a time!

Have you ever struggled with money, or had relationships that leave you feeling empty? It is easy for us to understand because we have been there! We are not strangers to financial burdens and struggles!

We have had massive credit card debt, a car repossessed and borrowed money from one credit card to pay the minimum payment on another credit card. Larry even filed chapter 7 bankruptcy in 1989. We have been married and divorced. So, we know what it is like to struggle as well.

We have taken our “former lives” and transcended them into “new lives”. It all started when we became self employed! It was one of the best decisions we have ever made. It was such an honor to be inducted into the millionaire‘s club in our business after earning our first million in less than five years. Today the only debt we have is our mortgage and RV, and our net worth is in the millions!

We have been featured in numerous books, magazines, on radio talk shows, and on TV. Larry has even been featured on Fox Business News for his financial success!

Good judgment comes from experience, but experience comes from bad judgment. So, we must make mistakes in life, to learn lessons, so that we grow into what we want to become. But what if you did not have to make the same mistakes we did? What if you could bypass the mistakes because you got the education from someone who has been there?

We have been coaching and training individuals, families, and businesses for over 25 years AND we want to help YOU! Our financial education and relationship development will help YOU have a better quality of life if you follow our advice. It will SAVE you a tremendous amount of money, by providing the financial education that everybody needs and also how to improve your relationships!

We will provide lessons to you that are simple to understand and implement, and the results can be LIFE CHANGING! We look forward to helping you live LIFE the way it was meant to be lived!
~Doni and Larry Smith

Follow Love and Money Hacks on LinkedIn, Facebook, Twitter and Instagram.

Living Wealthy Financial Group – We are financial wealth and retirement income strategists tired of seeing ordinary Americans having their wealth eroded needlessly. So many so-called financial experts continue to push worn-out, ineffective systems and methodologies that simply don’t work in the 21st Century.

Business owners, individuals, and families are confused and misinformed when it comes to how best to build their financial cornerstones. Using the unique cornerstone of Bank On Yourself, we help our clients take charge of their own money and liberate themselves from bondage to conventional financial wisdom that no longer works in the modern economy. Through proven and time-tested safe money strategies, we provide creative solutions that enable clients to remain financially sound through every life event.

Teresa Kuhn, a respected financial educator, best-selling author, and strategist; is passionate about ensuring that her clients have the tools they need to survive a changing economy.

Her diverse educational and life background, including experience as an attorney, financial advisor, and entrepreneur, makes Teresa uniquely qualified to assist individuals, families, and business owners in designing blueprints for financial and professional success. She has counseled thousands of individuals, families, and business owners across the nation, helping them how they can avoid exposing their wealth to the eroding factors such as taxes, inflation, and Wall Street losses.

Teresa lives in Austin with her husband, David, and her son, Keating. After graduating with degrees in finance and law, Teresa became a Registered Financial Consultant and Certified Senior Advisor. She is also a member of the National Association of Insurance and Financial Advisors, the Financial Planning Association, and the National Academy of Best Selling Authors.

Teresa is also active in the community; she is the Past-President of the Jackson Township Rotary Club (first female and youngest person to hold that position), graduate of Leadership Stark County.

Follow Living Wealthy Financial Group on LinkedIn and Facebook.

About Collaborative Connections

Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business. She hopes to build a stronger community one show at a time.

About Our Sponsor

KLM Consulting is a business concierge and project management firm. They help small business owners and non-profits build, brand and brag about their businesses.

About Your Host

Kelly Lorenzen, CEO of KLM Consulting, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.

Kelly’s expertise is in business development, customer service, marketing, and sales.

Connect with Kelly on LinkedIn, and follow KLM Consulting on Facebook.

Brooke Lively with Cathedral Capital

December 14, 2020 by Karen

Phoenix Business Radio

Brooke Lively with Cathedral Capital

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Brooke Lively with Cathedral Capital

Cathedral Capital provides fractional CFO and strategic business consulting to small- and mid-size firms across the country. Cathedral Capital’s team of CFO’s and Profitability Strategists help entrepreneurs turn their companies into profitable businesses.

Brooke Lively is the Founder and President of Cathedral Capital, a team of CFO’s and Profitability Strategists who help entrepreneurs turn their businesses into profitable companies. After earning her MBA in Investments and Corporate Finance, Brooke built a seven-figure company in under two years. As a Chartered Financial Analyst (CFA), she and her team work with Hall of Famers, INC 5000 businesses, CEO’s, and Small Business Owners.

With expertise in growth management, creative problem solving and profitability strategy, Brooke has been named 2016 – 2020 Diversity Journal ‘Women Worth Watching’ and ‘Fort Worth’s 2016 CFO’s of the Year.’ She is a highly regarded speaker and the author of several books including her 2020 International Best Seller, From Panic to Profit. Brooke has been featured in international media including CNBC, Forbes, US News and World Report, and on podcasts such as Mission Matters, The American Bar Association Modern Law Library, and The Entrepreneur Way.

Connect with Brooke on LinkedIn and follow Cathedral Capital on Facebook, Twitter and Instagram.

Your Family Business and Your CPA – How to Leverage this Key Advisor

February 17, 2010 by angishields

Sunset Family Business Radio

Your Family Business and Your CPA - How to Leverage this Key Advisor

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Join us and our guest, John Dillard, CPA on Thursday, February 18, 2010

It’s tax season—and your CPA is probably busy preparing your taxes. But when you know how to work most effectively with your accountant, you can transform that relationship from a tactical one to a highly strategic one that guides you throughout the year to support your pursuit of growth and maximize profits while minimizing taxes.

How do you create a relationship with your CPA that includes both top and bottom line strategies?

With the help of our guest, John Dillard, CPA and President of His CPA, P.C., we will discuss how to build a strong relationship with your CPA that not only includes the basics of tax strategies and driving profits, but ultimately creates a unique strategic partnership that matches the needs of your unique family-owned business.

For more than 30 years John has served as a trusted advisor to business owners. Under his professional and knowledgeable guidance, John has helped businesses grow and prosper while creating value for the family-business owners.

While graduating Magna Cum Laude in 1979 from Georgia State University with a BBA in Accounting he was named to two honor societies, he also received the Upcoming Junior Award and passing most of the CPA exam in school. His work career began with the international CPA firm Touche Ross & Co. for whom he worked in the audit department. For ten years thereafter, he worked as an accountant with several firms while climbing up the corporate ladder. Since then he has worked on his own as a CPA for business owners.

John Dillard lives with his wife and his family in Duluth, Georgia, where they are members of Sugarloaf United Methodist Church. They have two children who are eighteen and fifteen years old. John is a native of Atlanta and has practiced as a CPA for thirty years and his firm tailors their services to the needs of business clients. John is also a prolific writer of Christian fiction.

John Dillard, CPA of His CPA, PC can be reached at www.HisCPA.com – 770-814-9304