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Business Mastery Through Bookkeeping, with Jason Wong, FinCay LLC

July 19, 2024 by John Ray

Jason Wong, FinCay LLC
North Fulton Business Radio
Business Mastery Through Bookkeeping, with Jason Wong, FinCay LLC
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Jason Wong, FinCay LLC

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, FinCay LLC
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.

FinCay LLCAfter 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 BankRenasant 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 Italian RestaurantCasa 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, 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, The Generosity MindsetJohn 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.

Tagged With: Accounting, Bookkeeping, bookkeeping services, FinCay LLC, Jason Wong, John Ray, North Fulton Business Radio

Executive Search and Custom Software Development, with Tino Mantella, President, Retained, and CSO, Relevantz

July 19, 2024 by John Ray

Tino Mantella, President, Retained, and CSO, Relevantz
North Fulton Business Radio
Executive Search and Custom Software Development, with Tino Mantella, President, Retained, and CSO, Relevantz
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Tino Mantella, President, Retained, and CSO, Relevantz

Executive Search and Custom Software Development, with Tino Mantella, President, Retained, and CSO, Relevantz (North Fulton Business Radio, Episode 785)

In this episode of North Fulton Business Radio, host John Ray interviews Tino Mantella, President and Managing Partner of Retained, and Chief Strategy Officer of Relevantz. Tino shares insights into his multifaceted career, which includes his roles at these companies, his involvement in nonprofits, and his past leadership positions. He discusses the operations and strategic goals of Relevantz, a custom software development company, and Retained, an executive search firm. The conversation’s emphasis is placed on Tino’s extensive experience in leadership roles, his strategic approach to consulting, and the importance of effective communication and networking in business development.

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.

Tino Mantella, President, Retained, and CSO, Relevantz

Tino Mantella
Tino Mantella

Tino Mantella is a seasoned executive with over 25 years of leadership experience who currently holds significant positions at two companies in Alpharetta, Georgia: Relevantz Technology Services and Retained.

At Relevantz, Mantella serves as the Chief Strategy Officer. In this role, he is primarily responsible for advancing the company’s sales and marketing efforts, leveraging his extensive expertise to drive Relevantz’s growth strategy. Relevantz is a leading software services company that has been delivering technology solutions for enterprises and ISVs for over 25 years.

At Retained, Mantella holds the positions of Managing Partner and President. Retained is a newly formed executive search firm that specializes in placing C-suite tech positions, such as CIOs, CTOs, and CISOs, as well as other leadership positions, mostly in the technology sector.

Mantella’s career highlights include:

  • Leading YMCA programs for over 20 years, culminating in his role as CEO of the Chicago YMCA system, which he grew to become the largest YMCA system globally.
  • Playing a critical role in expanding the Technology Association of Georgia (TAG) from under 350 members to over 36,000, making it the largest tech trade association in North America.
  • Serving as CEO of Turknett Leadership Group (TLG), where he doubled the company’s growth and expanded its services.

In addition to his roles at Relevantz and Retained, Mantella maintains minority ownership in TLG, Tier4 Advisors, and the International Sports Technology Association. This diverse portfolio demonstrates his commitment to leadership across various sectors and his ability to drive growth in multiple organizations simultaneously.

LinkedIn

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
01:11 Guest Introduction: Tino Mantella
02:37 Discussing Relevantz: Custom Software Development
12:28 Exploring Retained: Executive Search
17:35 Leadership and Strategy Insights
31:14 Conclusion and Contact Information
32:21 Closing Remarks and Announcements

Renasant Bank and Casa Nuova Italian Restaurant support North Fulton Business Radio

Renasant BankRenasant 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 Italian RestaurantCasa 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, 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, The Generosity MindsetJohn 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.

Tagged With: Alpharetta, custom software development, executive search, John Ray, North Fulton Business Radio, Relevantz, Retained, retained search, Tino Mantella

History, Nature, and Community Impact at the Autrey Mill Nature Preserve, with Lizen Hayes, Executive Director

July 18, 2024 by John Ray

John Ray, Business RadioX, and Lizen Hayes, Autrey Mill Nature Preserve
North Fulton Business Radio
History, Nature, and Community Impact at the Autrey Mill Nature Preserve, with Lizen Hayes, Executive Director
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John Ray, Business RadioX, and Lizen Hayes, Autrey Mill Nature Preserve

History, Nature, and Community Impact at the Autrey Mill Nature Preserve, with Lizen Hayes, Executive Director (North Fulton Business Radio, Episode 784)

In this episode of North Fulton Business Radio, host John Ray interviews Lizen Hayes, the Executive Director of Autrey Mill Nature Preserve in Johns Creek. They discuss the history of the preserve, its unique blend of nature conservation and historical preservation, and the various programs and activities offered to the community. Lizen shares her personal journey from volunteer to executive director and highlights the preserve’s mission to connect the community with the land through education and engagement. The episode also explores the significant partnerships with local businesses and the role of volunteers in maintaining the preserve’s beauty and functionality.

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.

Lizen Hayes, Executive Director, Autrey Mill Nature Preserve

Lizen Hayes, Autrey Mill Nature Preserve
Lizen Hayes, Autrey Mill Nature Preserve

Lizen Hayes is a hands-on leader passionate about her work at Autrey Mill Nature Preserve and is always actively learning and engaging with the community. Lizen is also a resident of Johns Creek and North Fulton County.

Originally from the Pacific Northwest, Lizen gained experience and understanding of the struggles of the indigenous community in the Pacific Northwest and the Americas. She has a bachelor’s degree from Evergreen State College, with an emphasis in Museum Studies. She worked alongside the Squaxin Island Tribe on a joint-led archeology dig for several summers and in their Museum and Research library, leading her to the Smithsonian’s National Museum of the American Indian Cultural Resources Center.

Lizen has continued to use these experiences throughout her work at a children’s museum, a science museum, and now a nature preserve to connect local indigenous communities to institutions and organizations in equal partnerships to tell their own stories and foster relationships that may not have otherwise been offered.

LinkedIn

Autrey Mill Nature Preserve

Autrey Mill Nature Preserve & Heritage Center is a 46-acre nature preserve and historical site located in Johns Creek, Georgia. The organization’s mission is to create a destination and educational resource that inspires exploration, appreciation, and preservation of the natural environment and local history.

Autrey Mill Nature PreserveAutrey Mill Nature Preserve encompasses several key features. The natural areas include 2 miles of walking trails, woodlands, wetlands, and Sal’s Creek. The preserve is home to 28 species of native trees, 58 species of native plants, and 110 native wildlife species. The Heritage Village showcases 400 years of local history through a collection of historic buildings from the 19th and early 20th centuries.

The center offers various educational programs, including homeschool programs, guided tours, and exhibits on local history and nature. Animal enthusiasts can enjoy live exhibitions of insects, reptiles, and amphibians, as well as rabbits, chickens, and ducks. The preserve also houses collections of artifacts related to early 20th-century farm life, Native American history, and local commerce.

The center serves as a haven for both humans and animals, offering a respite from the busy metro-suburban area north of Atlanta.

Website | Instagram | Facebook | X (Twitter)

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
01:24 Meet Lizen Hayes: Executive Director of Autrey Mill Nature Preserve
02:25 Lizen’s Journey to Autrey Mill
07:13 History and Operations of Autrey Mill Nature Preserve
14:35 Nature and Environmental Programs
18:43 Community Engagement and Events
26:59 Visitor Experiences and Testimonials
29:22 Upcoming Events and Final Thoughts
35:29 Closing Remarks and Sponsor Messages

Renasant Bank and Casa Nuova Italian Restaurant support North Fulton Business Radio

Renasant BankRenasant 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 Italian RestaurantCasa 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, 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, The Generosity MindsetJohn 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.

Tagged With: Autrey Mill Nature Preserve, Historic Preservation, John Ray, Johns Creek, Lizen Hayes, museum, nature preserve, North Fulton, North Fulton Business Radio

Delivering Quality and Care in Residential Contracting, with Karlos Cabrera, Jackets Contracting

July 17, 2024 by John Ray

Karlos Cabrera, Jackets Contracting
North Fulton Business Radio
Delivering Quality and Care in Residential Contracting, with Karlos Cabrera, Jackets Contracting
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Karlos Cabrera, Jackets Contracting

Delivering Quality and Care in Residential Contracting, with Karlos Cabrera, Jackets Contracting (North Fulton Business Radio, Episode 783)

In this episode of North Fulton Business Radio, host John Ray interviews Karlos Cabrera from Jackets Contracting. Karlos details the comprehensive services his company offers, including remodeling projects, renovations, repairs, and insurance claim rebuilds, emphasizing a commitment to customer service. Originally from Peru and educated in civil engineering at Georgia Tech, Karlos shares his journey from working in commercial construction to establishing Jackets Contracting, which focuses on hands-on, personalized residential contracting work across the Atlanta metropolitan area. The discussion highlights how Karlos’s background in flipping houses provides valuable insight into making homes sellable, as well as his strategies for ensuring client satisfaction and trust. He shares insights on what to look for in a reliable contractor, how to handle client expectations, and success stories that highlight his company’s commitment to customer satisfaction. Karlos emphasizes accountability, quality, and building long-term client relationships.

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.

Karlos Cabrera, Founder, Jackets Contracting

Karlos Cabrera, Jackets Contracting
Karlos Cabrera, Jackets Contracting

Karlos Cabrera is a distinguished engineer whose academic and career trajectory have positioned him as a standout leader in the construction industry in Atlanta, Georgia. A proud alumnus of the prestigious Georgia Institute of Technology, Karlos earned his degree in 2012, gaining invaluable insights and foundational skills that have been instrumental to his career. He is known for his relentless dedication, punctuality, and unparalleled professionalism.

Upon graduation, Karlos commenced his professional journey at Holder Construction, where he excelled in multiple roles. Initially hired as a Field Engineer, his remarkable expertise and work ethic quickly led to a promotion to the position of Office Engineer. During this time, he gained hands-on experience in both field operations and administrative tasks, equipping him with a well-rounded perspective of the construction business.

Following his tenure at Holder Construction, Karlos transitioned to a prominent structural engineering firm. There, he contributed for nearly half a decade, sharpening his skills in various aspects of structural engineering and project management.

Karlos is the founder of Jackets Contracting, a rising star among residential contractors in the metro Atlanta area. Leveraging his top-tier education from Georgia Tech, Karlos has successfully infused Jackets Contracting with cutting-edge construction practices.

Jackets Contracting is your go-to expert for residential insurance claim rebuilds, remodeling, and renovations. As a leading contractor, Jackets Contracting proudly offers its specialized services in Suwanee, Johns Creek, Alpharetta, Roswell, Milton, Lawrenceville, Atlanta, Marietta, and other surrounding cities.

Website

Topics Discussed in this Episode

00:00 Introduction and Welcome
01:26 Meet Karlos Cabrera of Jackets Contracting
01:51 Services Offered by Jackets Contracting
03:31 Karlos’ Journey and Background
07:48 Transition to Business Ownership
12:44 Service Areas and Client Concerns
14:52 Tips for Hiring a Reliable Contractor
21:12 Handling Client Anxiety and Expectations

Renasant Bank and Casa Nuova Italian Restaurant support North Fulton Business Radio

Renasant BankRenasant 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 Italian RestaurantCasa 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, 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, The Generosity MindsetJohn 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.

Tagged With: Contractor, home remodeling, home renovations, insurance claim rebuilds, Jackets Contracting, John Ray, Karlos Cabrera, North Fulton Business Radio, remodeling, residential contractor

Trademark and Intellectual Property Protection for Service Providers, with Trademark Attorney Katie Moore

July 17, 2024 by John Ray

Trademark and Intellectual Property Protection for Service Providers, with Trademark Attorney Katie Moore, Katherine Moore Law, LLC
North Fulton Studio
Trademark and Intellectual Property Protection for Service Providers, with Trademark Attorney Katie Moore
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Trademark and Intellectual Property Protection for Service Providers, with Trademark Attorney Katie Moore, Katherine Moore Law, LLC

Trademark and Intellectual Property Protection for Service Providers, with Trademark Attorney Katie Moore, Katherine Moore Law LLC (The Price and Value Journey, Episode 109)

In this episode of The Price and Value Journey, host John Ray discusses the importance and process of protecting intellectual property with trademark attorney Katie Moore from Katherine Moore Law LLC. They cover the distinctions and value of trademarks and copyrights and emphasize the significance of protecting intellectual property for service providers. Katie explains the steps involved in obtaining a trademark, from initial consultations to federal applications, and addresses common misconceptions about protectable intellectual property. She also highlights the business and legal returns of investing in trademark protection and provides practical advice on using and maintaining trademarks effectively. Additionally, John shares insights from his own experience of trademarking “The Generosity Mindset,” offering a real-world example of the considerations and benefits involved.

The Price and Value Journey is presented by John Ray and produced by the North Fulton studio of Business RadioX®.

Katie Moore, Founder, Katherine Moore Law, LLC

Katie Moore, Katherine Moore Law, LLC
Katie Moore, Katherine Moore Law, LLC

Katie Moore is the founder and principal attorney of Katherine Moore Law, LLC, a business law firm specializing in trademark and intellectual property matters. With a focus on helping business owners protect and grow their enterprises, Katie expertly guides clients through legal requirements and practices related to intellectual property.

As a trademark attorney, Katie assists clients in safeguarding their brand identities and creative assets. Her services include trademark searches, applications, and enforcement, as well as other aspects of intellectual property protection. Katie’s passion lies in empowering businesses to establish and maintain strong legal foundations for their brands and innovations.

Katie’s approach to law is characterized by her dedication to providing personalized attention and tailored solutions to each client’s unique needs.

Website | LinkedIn

Topics Discussed in this Interview

00:00 Introduction and Book Announcement
00:15 Engaging a Trademark Attorney
01:26 Meet Katie Moore: Trademark Attorney
02:53 Understanding Trademarks for Service Providers
04:36 The Generosity Mindset: A Case Study
07:43 Trademark Application Process
08:52 Legal and Business Considerations
10:08 Classes and Categories in Trademarking
11:25 Intent to Use and Timing
22:22 Intellectual Property Types
31:47 Protecting Your Trademark
33:54 Conclusion and Contact Information

About The Price and Value Journey

The title of this show describes the journey all professional service providers are on:  building a services practice by seeking to convince the world of the value we offer, helping clients achieve the outcomes they desire, and trying to do all that at pricing that reflects the value we deliver.

If you feel like you’re working too hard for too little money in your solo or small firm practice, this show is for you. Even if you’re reasonably happy with your practice, you’ll hear ways to improve both your bottom line and the mindset you bring to your business.

The show is hosted and produced by John Ray and the North Fulton studio of Business RadioX®. The show can also be found on all the major podcast apps. The complete show archive is here.

John Ray, Host of The Price and Value Journey

John Ray, Author of The Generosity Mindset and Host of "The Price and Value Journey"
John Ray, Author of The Generosity Mindset and Host of The Price and Value Journey

John Ray is the host of The Price and Value Journey.

John owns Ray Business Advisors, a business advisory practice. John’s services include business coaching and advisory work, as well as advising solopreneurs and small professional services firms on their pricing. John is passionate about the power of pricing for business owners, as changing pricing is the fastest way to change the profitability of a business. His clients are professionals who are selling their expertise, such as attorneys, CPAs, accountants and bookkeepers, consultants, coaches, marketing professionals, and other professional services practitioners.

In his other business, John is a Show Host and Producer and owns the North Fulton (Georgia) studio of Business RadioX®. John and his team work with B2B professionals to create and conduct their own podcast using The Generosity Mindset™ Method:  building and deepening relationships in a non-salesy way that translates into revenue for their business.

John is also the host of North Fulton Business Radio. With over 780 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 its region like no one else.

John’s book, The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices

The Generosity Mindset, by John RayJohn is the #1 national best-selling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

If you are a professional services provider, your goal is to do transformative work for clients you love working with and get paid commensurate with the value you deliver to those clients. While negative mindsets can inhibit your growth, adopting a different mindset, The Generosity Mindset™, can replace those self-limiting beliefs. The Generosity Mindset enables you to diagnose and communicate the value you deliver to clients and, in turn, more effectively price to receive a portion of that value.

Whether you’re a consultant, coach, marketing or branding professional, business advisor, attorney, CPA, or work in virtually any other professional services discipline, your content and technical expertise are not proprietary. What’s unique, though, is your experience and how you synthesize and deliver your knowledge. What’s special is your demeanor or the way you deal with your best-fit clients. What’s invaluable is how you deliver great value by guiding people through massive changes in their personal lives and in their businesses that bring them to a place they never thought possible.

The combination of all these elements is quite different for you compared to any other service provider in your industry. Therein lies your value, but it’s not the value you see. It’s the value your best-fit customers see in you.

If pricing your value feels uncomfortable or unfamiliar to you, this book will teach you why putting a price on the value your clients perceive and identify serves both them and you, and you’ll learn the factors involved in getting your price right.

The book is available at all major physical and online book retailers worldwide. Follow this link for further details.

Connect with John Ray:

Website | LinkedIn | Twitter

Business RadioX®:  LinkedIn | Twitter | Facebook | Instagram

Tagged With: intellectual property, Intellectual Property Law, John Ray, Katherine Moore Law LLC, Katie Moore, The Generosity Mindset, The Price and Value Journey, trademark law, trademarks

Harnassing the Power of Expert Bookkeeping, with Duff Tucker, BELAY Solutions

July 17, 2024 by John Ray

Harnassing the Power of Expert Bookkeeping, with Duff Tucker, BELAY Solutions
North Fulton Business Radio
Harnassing the Power of Expert Bookkeeping, with Duff Tucker, BELAY Solutions
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Harnassing the Power of Expert Bookkeeping, with Duff Tucker, BELAY Solutions

Harnassing the Power of Expert Bookkeeping, with Duff Tucker, BELAY Solutions (North Fulton Business Radio, Episode 782)

In this episode of North Fulton Business Radio, host John Ray sits down with Duff Tucker from BELAY Solutions. Duff explains how BELAY helps businesses by providing accounting and bookkeeping services. He highlights the journey of his career, the company’s approach to supporting business owners, and the importance of utilizing expert accounting services to save time and money. Duff also shares valuable insights and success stories that underline the benefits of outsourcing crucial accounting functions.

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.

Duff Tucker, BELAY Solutions

Duff Tucker, BELAY Solutions
Duff Tucker, BELAY Solutions

With more than 20 years of experience in business development, strategic partnerships, and client support; Duff Tucker has a passion for partnerships and expertise in identifying how to best serve the needs of many different organizational types and models. His goal is to provide his clients with breathing room that enables them to focus less time on the details in their business and more time on the purpose.

BELAY Solutions is a remote staffing company that provides virtual assistance, bookkeeping, and other administrative support services to businesses and entrepreneurs. Founded in 2010, BELAY operates with a fully remote workforce spread across 48 states in the U.S., challenging traditional office-based work models.

The company’s mission is to equip clients with the confidence to grow their businesses by providing high-quality remote support staff. BELAY emphasizes a strong company culture built on shared values rather than shared physical space. They pride themselves on fostering a vibrant remote work environment that prioritizes gratitude, teamwork, vision, passion, fun, and faith. BELAY has gained recognition for its unique culture, winning awards from prominent national publications despite not having a centralized office.

Website | LinkedIn | Instagram | Facebook | X (Twitter) | Duff’s LinkedIn

Topics Discussed in this Episode

00:00 Introduction and Welcome
01:26 Meet Duff Tucker from BELAY Solutions
01:49 Understanding BELAY Solutions’ Services
04:21 Duff Tucker’s Career Journey
08:18 Why Choose BELAY for Accounting Services
10:58 The Importance of Bookkeeping and Financial Management
26:40 Success Stories and Client Experiences
28:51 Closing Remarks and Additional Information

Renasant Bank and Casa Nuova Italian Restaurant support North Fulton Business Radio

Renasant BankRenasant 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 Italian RestaurantCasa 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, 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, The Generosity MindsetJohn 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.

Tagged With: Accounting, BELAY Solutions, Bookkeeping, bookkeeping services, Duff Tucker, financial management, John Ray, North Fulton Business Radio

Successful Innovative Education for Students with Learning Differences, with Dr. Steven Palmer, The Cottage School

July 16, 2024 by John Ray

Dr. Steven Palmer, The Cottage School
North Fulton Business Radio
Successful Innovative Education for Students with Learning Differences, with Dr. Steven Palmer, The Cottage School
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Dr. Steven Palmer, The Cottage School

Successful Innovative Education for Students with Learning Differences, with Dr. Steven Palmer, The Cottage School (North Fulton Business Radio, Episode 781)

On this episode of North Fulton Business Radio, host John Ray converses with Dr. Steven Palmer, Executive Director and Head of School at The Cottage School in Roswell, GA. Celebrating its 40th anniversary, the school is expanding its elementary program into a newly purchased facility, which completes a comprehensive K-12 curriculum. Dr. Palmer discusses the school’s mission to serve students with learning differences through experiential learning, highlighting their individualized education plans, and the positive impacts on students’ lives. He shares success stories from past students and emphasizes the importance of creating a supportive, inclusive environment for learning and growth. The episode also touches on the role of local businesses in supporting The Cottage School and Dr. Palmer’s vision for future growth and community collaboration.

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.

Dr. Steven Palmer, Executive Director/Head of School, The Cottage School

Dr. Steven Palmer, Executive Director/Head of School, The Cottage School
Dr. Steven Palmer, Executive Director/Head of School, The Cottage School

Dr. Steven Palmer’s professional experience includes serving at every level: teacher, principal, Executive Director and Superintendent. Prior to joining The Cottage School, Steve was Superintendent in Michigan. Steve led major efforts resulting in increased student achievement and significant improvements in teaching, learning and school status. His central work focused on enhancing the educational culture with “Best Practices” and ensuring that all high school graduates were prepared for college and careers.

Under his leadership, Steve’s high school received national recognition from U.S. News and World Report as one of “America’s Best High Schools.” Steve previously served as CEO and founder of a state-of-the-art aviation high school for the Dick DeVos Foundation. He has also served as Principal of three special education K–8 schools with 600 students with learning differences.

In addition, Steve has been a national presenter on various special education topics and educational “Best Practices”. A member of numerous national, state, and local boards, Steve has participated with national agencies and associations to reform special education.

Steve’s academic background includes a Doctorate in Education, a Master of Science in Educational Leadership, a Master of Science in Counseling, a Bachelor of Science in Education, a minor in Business, and Certifications from various states in Special Education and Educational Leadership.

Some of his accolades include: Dr. Landis Special Education Administrator of the Year, S.T.A.R. Administrator of the Year, Tandy Scholars Outstanding Teacher, Teacher of the Year, South Lake High School, 1 of 3 finalists for the Lake County Teacher of the Year, Educator of the Year Finalist Branch County Michigan, Disney’s Teacher of the Year Finalist, South Lake High School Teacher of the Year, Radio Shack Outstanding Teacher, Clermont Chamber of Commerce Teacher of the Year, presented Key to the city of Orlando Florida, and North Fulton Chamber Non-for-Profit Leader of the Year.

LinkedIn

The Cottage School

The Cottage School provides an educational environment for students with learning differences in grades 3–12.  They pride themselves on meeting the student where they need to be met.  They also recognize that all students learn differently.

TCS offers a unique combination of small class sizes and a business model, along with the implementation of study skill techniques to provide a unique educational experience. This combination, along with the outstanding faculty and staff, works together to provide an opportunity for students with mild to moderate learning differences to achieve academic and social success.

TCS has been recognized for excellence by distinguished educators, counselors, and psychologists and was named by the Masters in Special Education Resource Guide as one of their Top 50 Best Private Special Needs Schools in the United States. Of significant importance, the school is recognized for its results by the most valued audience of all: students and their families.

Company website | Facebook | Instagram

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
01:11 Meet Dr. Steven Palmer
01:37 The Cottage School’s Mission and Growth
04:26 Experiential Learning at The Cottage School
06:34 Expansion and Future Plans
17:04 Community and Business Involvement
22:13 Success Stories and Impact
26:48 Closing Remarks and Additional Information

Renasant Bank and Casa Nuova Italian Restaurant support North Fulton Business Radio

Renasant BankRenasant 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 Italian RestaurantCasa 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, 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, The Generosity MindsetJohn 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.

Tagged With: Dr. Steven Palmer, education, innovative education, John Ray, learning differences, North Fulton, North Fulton Business Radio, Roswell, special education, the cottage school

The Odd Couple Roofing Specialists, Terry Lakritz and Christopher James, Emergency Roofing Solutions

July 1, 2024 by John Ray

The Odd Couple Roofing Specialists
North Fulton Business Radio
The Odd Couple Roofing Specialists, Terry Lakritz and Christopher James, Emergency Roofing Solutions
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The Odd Couple Roofing Specialists

The Odd Couple Roofing Specialists, Terry Lakritz and Christopher James, Emergency Roofing Solutions (North Fulton Business Radio, Episode 780)

On this episode of North Fulton Business Radio, host John Ray welcomes Terry Lakritz and Christopher James, The Odd Couple Roofing Specialists. They discuss their unique approach to roofing services, emphasizing building strong community relationships and providing trustworthy, transparent service. Terry shares her own experience of seeking roofing help, which led to meeting Christopher and the two of them teaming up to become The Odd Couple Roofing Specialists. Christopher details the importance of proactive roof maintenance and the use of technology like drones for inspections. They also discuss the challenges of dealing with insurance claims and the critical role of customer trust and referrals in their business model. The episode underscores their commitment to being more than just a roofing company, focusing on customer care and community involvement.

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.

Terry Lakritz and Christopher James, The Odd Couple Roofing Specialists

The Odd Couple Roofing SpecialistsThe Odd Couple Roofing Specialists originated from an unexpected alliance between Christopher and Terry. Christopher, the roofing expert, initially connected with Terry as a client seeking roof replacement services. What started as a professional transaction quickly evolved into a friendship built on mutual trust and satisfaction. Terry, having experienced firsthand the exceptional quality of Christopher’s work, not only got a new roof but also became a passionate advocate for his services.

Recognizing the potential of their combined strengths, Christopher and Terry decided to form a partnership. Terry’s business insights and Christopher’s roofing skills proved to be a winning combination, leading to the establishment of The Odd Couple Roofing Specialists.

This unique collaboration embodies the fusion of technical expertise and strategic business acumen, setting them apart in the roofing industry.​

Website | Instagram | Facebook

Emergency Roofing Solutions

The Odd Couple Roofing Specialists partner with Emergency Roofing Solutions, a trusted roofing company serving Alpharetta, Georgia, and the surrounding areas. With a commitment to excellence and customer satisfaction, they provide comprehensive roofing services for both residential and commercial properties. The company’s experienced team offers 24/7 emergency services, ensuring that clients can receive prompt assistance whenever roofing issues arise.

Based in Alpharetta, Emergency Roofing Solutions extends its services to a wide area, covering a 120-mile radius around Atlanta. This extensive coverage allows them to cater to a diverse range of clients throughout the region. The company takes pride in its A+ Better Business Bureau Rating & Accreditation, which reflects its dedication to maintaining high standards of business practices and customer service.

Emergency Roofing Solutions specializes in various aspects of roofing, including new roof construction and repair work. They also assist clients with insurance claims related to roof damage, streamlining the process for property owners dealing with unexpected issues. Their expertise covers a wide range of roofing materials and styles, enabling them to address the unique needs of each client.

With a focus on quality workmanship, timely service, and customer satisfaction, Emergency Roofing Solutions has established itself as a reliable partner for all roofing needs in the greater Atlanta area. Whether it’s a minor repair or a complete roof replacement, their team is equipped to handle projects of all sizes with professionalism and expertise.

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
01:17 Meet the Odd Couple: Terry and Christopher
01:40 Terry’s Roofing Journey
04:37 Building Relationships in Roofing
07:39 Community Focus and Partnership
11:40 Roof Maintenance and Insurance Insights
17:33 Proactive Maintenance and Insurance Reporting
18:41 Legitimate Claims and Professional Roofers
20:41 Dealing with Door-to-Door Roofers
23:48 The Role of Drones in Roof Inspections
25:45 Success Stories and Client Testimonials
30:49 Commercial and Residential Roofing Services
31:43 Contact Information and Closing Remarks

Renasant Bank and Casa Nuova Italian Restaurant support North Fulton Business Radio

Renasant BankRenasant 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 Italian RestaurantCasa 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, 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, The Generosity MindsetJohn 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.

Tagged With: Christopher James, commercial roofing, Emergency Roofing Solutions, John Ray, North Fulton Business Radio, residential roofing, roofing, roofing company, roofing contractor, Terry Lakritz, The Odd Couple Roofing Specialists

Diagnosing and Boosting B2B Revenue, with Keith Finger, Revenue Insights

July 1, 2024 by John Ray

Keith Finger, Revenue Insights
North Fulton Business Radio
Diagnosing and Boosting B2B Revenue, with Keith Finger, Revenue Insights
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Keith Finger, Revenue Insights

Diagnosing and Boosting B2B Revenue, with Keith Finger, Revenue Insights (North Fulton Business Radio, Episode 779)

On this episode of North Fulton Business Radio, host John Ray interviews Keith Finger, CEO and founder of Revenue Insights. The discussion centers on the intricacies of revenue generation for B2B companies. Keith, with his extensive experience, explains how he acts as a “revenue detective” to help businesses identify and pull the right levers across marketing, sales, customer satisfaction, and employee engagement. Keith shares success stories, including his work with a real estate services firm and a manufacturing company, highlighting the importance of understanding revenue complexity and retention strategies. Keith also offers insights into employee engagement and how it impacts revenue.

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.

Keith Finger, Revenue Insights

Keith Finger, The Revenue Detective
Keith Finger, The Revenue Detective

Keith Finger is “The Revenue Detective.” He’s a business-to-business marketer and revenue generator who cut his teeth in the world of B2B tech and telecom product marketing and worked with customers on the ground in more than 20 countries.

Revenue Insights, Keith FingerAfter being a B2B fractional CMO for more than 15 years, Keith took a trip around the world, which had a profound impact on him. He became a life change and and career coach to help people live with authenticity.

More recently, Keith pivoted his CMO focus and started Revenue Insights, which helps B2B companies identify and fix areas in a company that are negatively impacting revenue.

Keith has traveled to nearly 60 countries.

Website | LinkedIn | Instagram

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
01:27 Meet Keith Finger from Revenue Insights
01:48 Keith’s Journey and Passion for Revenue Generation
04:06 Keith’s Favorite Travel Destinations
05:55 Understanding Revenue Insights and the Revenue Detective
08:46 Diagnosing Revenue Issues in B2B Companies
19:01 The Importance of Employee Engagement
26:39 Success Stories and Client Examples
28:54 Contact Information and Closing Remarks

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, 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, The Generosity MindsetJohn 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.

 

 

Tagged With: B2B services, John Ray, Keith Finger, North Fulton Business Radio, revenue generation, Revenue Insights, The Revenue Detective

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