Next Level Financial Blog

Next Level Financial founders Paris and James Williams were recently featured in a San Francisco State University story about their 25-year marriage, careers, and journey from college to business ownership. Paris and James met while attending SFSU, married while they were still students, and graduated in 2002. Since then, they have raised three children, built careers in education, finance and accounting, and later started Next Level Financial together. In the feature, they s

Revenue is growing, but why does cash still feel tight? Growth is exciting, but more revenue doesn’t automatically mean stronger cash flow, higher profitability, or easier decisions. In fact, growth can expose financial weaknesses that were much easier to manage when your business was smaller. In this webinar, Next Level Financial explores the financial capabilities growing businesses need to turn growth into stronger performance. You’ll learn how to: • Recognize common finan

As we approach the second half of the year, now is the perfect time for you to take a fresh look at your financial strategy. In this conversation, our lead CFO, James, shares practical mid-year planning advice for service-based businesses in the $2M–$20M revenue range. We also discuss the difference between CFO services and accounting services, and how our integrated financial support model helps business owners gain greater clarity, improve decision-making, and prepare for s

We joined North Fulton Business Radio with John Ray to discuss the financial challenges commercial real estate service firms are facing today — especially around cash flow, forecasting, and long-term financial planning. In this episode, we cover: ✓ Cash flow management for project-based businesses ✓ The risks of reactive financial decision-making ✓ How financial reporting impacts banking relationships ✓ When it’s time to bring in a fractional CFO Thanks to John Ray and Busine

Thinking about your business's future? For many owners, selling a business is a challenge—less than 20% actually sell, and preserving your company's legacy, culture, and people can feel impossible. In this recorded webinar, Succession Planning and Employee Ownership, Next Level Financial's Paris Williams interviews Megan Gordon of Project Equity, a leading expert in Employee Ownership (EO) transitions. Megan breaks down how Employee Ownership can be the ideal succession plan

✓ Optimizing Cash Flow Management: Proven strategies to accelerate receivables, manage payables, and maintain liquidity to support project execution and business growth. ✓ Working Capital Strategies for Stability: How to balance short-term assets and liabilities, leverage financing options, and ensure your firm has the financial flexibility to navigate economic fluctuations. ✓ Forecasting and Risk Management: Techniques to project cash flow needs, identify potential cash shor

This webinar offered financial insights tailored to Architecture, Engineering, and Construction (AEC) firms, with practical strategies to improve profitability and cash flow. Key Takeaways: Industry Snapshot ✅ Average operating profit margin: 18% ✅ Top 25% of firms operate at margins above 25% ✅ 55% of AEC firms report cash flow issues annually Common Financial Challenges ✅ Project cost overruns ✅ Overhead growth outpacing revenue ✅ Inconsistent billing and collections ✅ Lack