Empowering Business Success, with Paris and James Williams, Next Level Financial (North Fulton Business Radio, Episode 804)

On a recent episode of North Fulton Business Radio, host John Ray interviews Paris and James Williams, the co-founders of Next Level Financial, a fractional CFO service. They share their transition from corporate roles to entrepreneurship, offering insights into how they assist businesses with financial planning and strategy. The couple also discusses the unique experience of running a business together. Key points from the conversation include the value of financial transparency, the importance of proactive decision-making, and how fractional CFOs can help companies grow.

John Ray hosts North Fulton Business Radio, which is produced by the North Fulton branch of Business RadioX® at Renasant Bank in Alpharetta.

Paris and James Williams, Next Level Financial

Next Level Financial is a strategic consulting firm specializing in helping service-based businesses maximize their impact through comprehensive financial planning and analysis. The company delivers customized financial solutions designed to foster sustainable growth, simplifying complex financial matters so that clients can focus on their core operations while maintaining strong financial health.

The firm is co-founded by Paris Williams and James Williams Jr., both of whom bring extensive expertise to their leadership roles. Paris, as CEO, oversees operations with a focus on business growth, goal-setting, and client success. She holds a bachelor’s degree from San Francisco State University and a Master’s from UC Berkeley. James, serving as lead CFO, holds the Chartered Financial Analyst (CFA) designation. With deep experience in accounting, investments, real estate development, and asset management, he is passionate about helping mission-driven organizations thrive and operate more efficiently.

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

Get Started with Next Level Financial

If you’re a business owner looking to optimize your financial operations and drive growth, we’re here to help. Contact us today to learn more about how we can partner with you to achieve your business goals.

Partnering with a fractional CFO can enable pricing success and lead to a more profitable business.

Follow Next Level Financial on LinkedIn: / next-level-financial

Follow Next Level Financial on Facebook: / nextlevelfinancialco

Visit our website: https://www.nextlevelfinancial.co/

Are you in need of a CFO? We provide fractional, virtual CFO services! Book a discovery call with us today, and let’s discuss how our team can help optimize your business’s financial health.

At Next Level Financial, we’re dedicated to helping you grow in a sustainable way. Let’s discuss how we can be a resource to you.