James Williams Email & Phone Number

Growing up in the San Francisco Bay Area, I watched my grandfather dedicate his life to building two businesses.Although initially successful, both ventures ultimately closed prematurely due to financial and tax challenges.This experience taught me from a young age the need for financial confidence in business and instilled in me a strategic and thoughtful approach.Determined to master the financial side of business, I spent the first 20 years of my career achieving just that.I started in audit at a large accounting firm, then worked for impactful community real estate developers. I later earned my Chartered Financial Analyst (CFA) designation, and eventually became the Director of Finance and Asset Management at the University of Chicago, Commercial Real Estate Operations Group (CREO).While I enjoyed making a contribution in a large organization, I realized that I wanted to have an impact working directly with business owners.In 2018, I founded Next Level Financial to work directly with CEOs and business owners like my grandfather—eager to grow but lacking financial confidence.In 2023, I joined forces with my wife, Paris Williams, who brought her expertise in goal setting, growth strategy, leadership and strategic partnerships to Next Level Financial.Our mission at Next Level? To provide CEOs and Founders with the financial clarity and confidence they need to make scalable, strategic decisions.- In 2023, our clients experienced an average revenue growth of $4.6 million.- The average client saw profitability increase by $878K.- Cash flow increased by an average of $1.2 million, representing over 100% growth.Our approach is simple yet effective: we focus on keeping everyone in their zone of genius, which translates to increased profitability for our clients.We’re not your traditional CFO. As a married couple building a business together, we understand that business finances extend beyond spreadsheets, facts, and figures—your business is a reflection of YOU, and we never lose sight of that.If you're:- Overwhelmed by day-to-day tasks and losing sight of the bigger picture- Not getting enough from your bookkeeper, accountant, or accounting team- Seeking strategic financial guidance without the commitment of a full-time CFO- Thinking your business can't afford a seasoned financial expert with 22+ years of experienceI’d love to chat and offer an hour of strategic financial guidance for free.Book time on my calendar: https://calendly.com/nextlevel-financial/discovery-call-paris-james-william