Create The Next From ProCFO Partners

What would happen if every employee in your company understood how the business makes money and how their work impacts the bottom line? That's the promise of Open Book Management, a powerful approach that transforms financial transparency into a culture of shared ownership, accountability, and innovation.In this episode, Steve Baker of The Great Game of Business joins ProCFO Vaughn Henson to explore how Open Book Management redefines how companies communicate, operate, and grow. Together, they share real-world examples of frontline employees solving problems, improving profitability, and sparking innovation - all because they were invited to understand the numbers behind the business.We explore why financial literacy is a leadership responsibility, how CFOs can play a strategic role in cultural transformation, and how even the smallest idea can lead to significant savings and impact.What shifts when every person on your team starts thinking like an owner? This conversation offers a compelling vision of what's possible when you open the books and open the door to something bigger.Featuring Steve Baker and Vaughn Henson.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Getting to $1M in revenue is proof of concept for many founders. Reaching $3M feels like momentum. But somewhere between $3M and $10M, growth stalls - and pushing harder stops working.In this episode, ProCFO Cruz Gamboa breaks down what it really takes to scale beyond $10M. From shifting the founder's mindset to building execution rhythms and aligning your financial strategy, Cruz shares what separates companies that grow from those that plateau.We explore the stages of business growth, why letting go of control is essential, and how poor financial alignment can turn sales success into a cash crisis. Plus Cruz explains why a strategic CFO is your partner in connecting vision to viability.If you're stuck in the messy middle or eyeing your next level, this conversation is essential for climbing the $10M wall.Featuring Cruz GamboaCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Franchising offers a structured path to business ownership that can be right for many entrepreneurs, but success isn't as simple as following a playbook. Choosing the right franchise, market, and financial strategy is the difference between a thriving business and an expensive lesson.In this episode, ProCFO Steve Berlin shares his perspective and experience on what makes franchising work and where many franchisees go wrong. From understanding market dynamics beyond demographic data to the real role of a franchisor, we explore the key factors that determine success. With expertise as a franchisee and a CFO, Steve explains why financial planning, adaptability, and an exit strategy should be part of your thinking before you invest, not after.Whether you're thinking about franchising for the first time or just want to refine your approach, this episode pulls back the curtain on the fundamentals, the friction, and the financial realities of franchising.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

A family business carries more than just its name into the future. It carries legacy, culture, and the responsibility to evolve without losing its identity. For brother Jason and Keith Lavitt, co-CEOs of Lavitt Group, this balance has been at the core of their leadership. But as the company grew more complex, so did its financial and operational needs. When an unexpected CFO vacancy created a leadership gap, they knew they needed the right partner - somebody to manage the numbers, sure, but someone who could understand their business at its core.In this episode, we share the Client Story of Lavitt Group and how ProCFO Kathleen Reynolds became an essential part of their leadership team. Jason and Keith discuss the unique challenges of running a third-generation business, the cultural values that drive their decision-making, and how Kathleen's expertise has helped them streamline financial operations, improve forecasting, and align strategy with their long-term vision.Through automation, process improvement, strategic insights and more, Kathleen has helped Lavitt Group adapt to industry shifts and refine their business model while maintaining the family-driven culture that defines them. If you're a business leader balancing growth, tradition, and the need for financial direction, this episode offers a valuable look at what's possible with the right CFO partnership. Featuring Jason Lavitt, Keith Lavitt, and Kathleen Reynolds.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

“Fractional is just a means of delivery. Leadership is what matters.” That's how Nelson Tepfer, CEO of ProCFO Partners, reframes the conversation around fractional leadership. Too often, businesses misunderstand the true role of a fractional executive, seeing them as a temporary fix rather than a strategic leader embedded in growth.In this episode, we explore the friction of fractional - why some businesses struggle with the model, what separates impactful fractional leaders from transactional consultants, and how the right approach can fuel lasting success. Nelson shares stories of companies that have scaled exponentially with a fractional leadership team and unpacks the fundamental factors that determine fit beyond just industry experience.If your business is hesitating on fractional leadership for the wrong reasons, focusing too much on titles and not enough on impact, this episode challenges the misconceptions, explores the future of fractional leadership, and reveals what makes this model a growth accelerator, not a stopgap solution. Featuring Nelson Tepfer.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

What happens next when a key financial leader leaves unexpectedly, a high-stakes transition is underway, or a business is growing too fast for its current financial structure? The need for strong leadership doesn't stop just because a CFO departs or because your business is in flux. That's why ProCFO Partners is excited to launch a new Interim CFO Service—providing expert financial leadership exactly when and where it's needed most.In this episode, CEO Nelson Tepfer introduces this exciting expansion of ProCFO Partners' services, explaining why businesses in transition—planned or unexpected—need more than a short-term solution. Interim CFOs step in with theexpertise and leadership to stabilize operations, maintain momentum, and prepare companies for their next chapter.Who needs an Interim CFO?Businesses facing an unexpected CFO departure—from resignations to leadership changes.Companies going through M&A, integrations, or restructuring that require financial oversight.Organizations realizing they don't need a full-time CFO after all—but still need expert guidance.Businesses in high-growth phases that need deeper financial strategy before hiring long-term.Leadership teams managing temporary gaps (such as parental leave or extended absences).Unlike traditional fractional CFO services, which provide strategic guidance on a part-time basis, an interim CFO is fully embedded in the business, working side by side with leadership to keep everything running smoothly. And just like ProCFO Partners' signature approach to fractional CFO placements, interim CFOs are carefully matched to each organization's unique needs, industry, and situation.Whether facing an urgent leadership gap or planning for a structured transition, ProCFO Partners helps you find the right financial leadership at the right time, providing peace of mind on business continuity, consistency, and confidence.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Are you prepared for what's next, or are you leaving it to chance? Every business owner exits their business eventually—on their own terms or someone else's. But how do you plan for an exit that aligns with your goals, whether it's retiring, transitioning leadership to family, or selling for maximum value?In this episode, Nelson Tepfer, CEO of ProCFO Partners, guides us through some essential strategies every business owner needs to consider when thinking about exit and succession planning. From the growing interest in legacy and monetization among aging business owners to the importance of proactive financial systems, Nelson shares how a well-prepared business can command higher valuations and smoother transitions.Learn why CFOs play a pivotal role in preparing businesses for sale, how strong reporting and operational systems impact valuation, and the often-overlooked emotional dynamics of exit planning. Nelson also shares real-world stories of businesses that reaped the benefits of early preparation—and those that suffered from waiting too long.Are you running your business like you might sell it one day? What's your plan if you're approached by a buyer tomorrow? Join us for practical guidance and expert advice that will help you take control of your business's future, whether you're ready to exit now or want to set the stage for what's Next. Featuring Nelson Tepfer.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Imagine hiking through the mountains and the map you have shows only key landmarks dotted across the route. No paths or trails are indicated; you just have a vague idea to head in that general direction to reach that particular destination. To many of us, that's how financial reports feel. There's a lot of valuable information in there somewhere, but no clear path to turn those numbers into insight. In this episode, Haleh Fardi, Chief Visionary Officer at ProCFO Partners, introduces ProCFO Reports, a transformative tool to bring clarity and confidence to make smarter decisions faster.Haleh explains how ProCFO Reports extends the expertise of ProCFO Partners, giving leaders the insights they need to see what's happening in their business. ProCFO Reports goes farther and deeper than just financial statements, transforming data into foresight and combining key metrics like cash flow and sales trends into meaningful, strategic actions. Haleh challenges: "Next time you look at your financial reports, ask yourself: What are you looking for, and what are you doing with that information? ProCFO Reports answers those questions." If you've ever wondered what your financial reports are really telling you—or struggled to act on them—this episode offers fresh perspectives and practical solutions. Featuring Haleh Fardi.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Are you getting the most out of your ERP system, or is it holding you back? An ERP is meant to streamline operations and make life easier. In reality, the ERP is often frustrating—underutilized, poorly adopted, or misaligned with the company's needs. ProCFO Larry Bomback joins us in this episode to break down why systems can underperform and how to avoid common frustrations, exploring the complexities of selecting, implementing, or improving an ERP system.Larry shares practical strategies for evaluating your current system, identifying pain points, and understanding what your business really needs from its ERP. We discuss the importance of cultural adoption, why “train-the-trainer” models outperform massive, one-time trainings, and how to prioritize the needs-to-have versus the nice-to-have features. Larry also explains why choosing an ERP based on promised features usually leads to disappointment and how you can set yourself up for success with the right team and process in place.If you're feeling stuck with a clunky ERP or considering a switch, this conversation is a powerful guide with actionable insights for making informed, strategic decisions. Featuring Larry Bomback.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

With 2025 around the corner, most of us are trying to plan for what's next without losing focus on what's now. In this episode, Nelson Tepfer, CEO of ProCFO Partners, breaks down concerns and actions we're seeing more of as the year winds down and shares insights on what's worth focusing on to strengthen your financial position and prepare for the year ahead.We discuss why cash flow is always a priority—to keep things running and give you the flexibility to grow. Nelson explains why revisiting your revenue model is key to ensuring your strategy matches what's working. We also look at how simplifying your KPIs and reporting can make decision-making more transparent and faster, so you're not just reacting to problems but staying ahead of them.We discuss the importance of reviewing your plans regularly and treating budgets as tools to adjust, not just a document to follow. Nelson shares why checking in on your progress throughout the year helps avoid surprises and keeps you on track. Plus, we explore how having the right experts on hand can give you new perspectives and help you make better decisions.This episode is packed with simple, actionable insights to help you focus on what matters most as you head into 2025. Nelson's advice puts focus on the things you can control to set yourself up for more success in creating your next in 2025. Featuring Nelson TepferCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Nonprofits face big challenges in figuring out growth while focusing on impact and meeting the demands of their mission. While all organizations face obstacles, nonprofits often struggle to build the infrastructure and partnerships that make their unique work possible. In this episode, we hear from Letitia Zwickert, CEO and Founder of MENTEE, and Haleh Fardi, Chief Visionary Officer at ProCFO Partners, about how their partnership is helping change that. MENTEE is doing incredible work around the world, from mentorship and education to mental health support, and their new School of Hope is creating life-changing opportunities for kids in crisis zones.Haleh shares how ProCFO Partners has stepped in with financial leadership to help MENTEE stay focused on its mission while building a stronger foundation. We talk about how partnerships like this—between for-profit and nonprofit organizations—can create powerful ripple effects, opening doors for communities in need.We're also discussing the power of storytelling, with a highlight on MENTEE's award-winning film submission to the PLURAL+ Youth Video Festival. Join us for a compelling conversation about bridging sectors, empowering individuals, and creating a ripple effect of positive change. Featuring Letitia Zwickert and Haleh Fardi.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Financial management can feel like an overwhelming challenge for many small business owners, with constant pressure to make payroll, manage cash flow, and keep the business afloat. Jason Kitchell, President of Universal Medical Resources, knows this struggle well. In this episode, we're excited to share the Client Story of Univeral Medical Resources as Jason and ProCFO Joe Shake discuss their relationship and the transformation of both the company and its leadership. Jason shares his experience of “not knowing what he didn't know” about his company's financial health and how ProCFO Partners has helped him move from survival mode to financial clarity.The right fractional CFO partnership can shift your focus from reacting to financial crises to proactive planning for the future. Learn how the strategic approach of Joe and ProCFO Partners has enabled Universal Medical to stabilize cash flow, improve employee utilization, and restructure for long-term success.This episode offers relatable insights and practical solutions for business owners facing similar challenges. Jason shares much that you'll find familiar. Join us as we talk about what's possible with the right approach and partnership.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Traditionally, CFOs often operate in silos, offering one-dimensional financial oversight that limits innovation and adaptability. This narrow approach can cause businesses like yours to miss out on critical insights, preventing them from seeing the full picture of their financial health and strategic potential. Without collaboration, key opportunities are overlooked, and decision-making becomes reactive instead of proactive. ProCFO Partners does something unique to solve this, offering a collaborative approach that brings diverse perspectives together to solve financial challenges from every angle. In this episode, CVO Haleh Fardi introduces us to the thought collective at ProCFO Partners, explaining how this model provides access to a deeper pool of expertise, enabling businesses to address complex problems with innovative, tailored strategies. Learn how this approach enables dynamic decision-making and positions companies for long-term growth and success. Featuring Haleh FardiCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Tom Stevenson, CEO of Geneva Holdings, often says, “How can you answer the question if you don't know what to ask?” Knowing the right questions guides strategic growth and ensures you address the root of challenges, not just symptoms. Without asking the right questions you can misdiagnose problems, target the wrong market, or overlook key opportunities. For Geneva Holdings, this meant moving beyond surface-level fixes to find solutions that drove real change. The value of a partner who understands which questions to ask can be the difference between temporary adjustments and lasting transformation—allowing you to adapt, optimize, and make decisions with confidence.In this episode, we share the Client Story of Geneva Holdings and how ProCFO Partners helped bring order and strategic focus to their multi-company operations. Tom and Director of Operations Angela Hewitt join us for a conversation with Stephanie Parker, their Pro CFO, to discuss how asking the right questions brought clarity and alignment to their business. Together, they share insights on issues like how streamlining complex reporting and driving data-based decisions have enabled Geneva Holdings to grow with confidence and strategy. Learn how this partnership transformed their approach, turning strategic insights into a direction for sustainable growth. Featuring Tom Stevenson, Angela Hewitt, and Stephanie Parker.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Is your business model still aligned with your operations, or are you running on outdated assumptions? How do you even know? Many companies unknowingly drift away from their original vision, creating inefficiencies, frustrated teams, and missed opportunities. In this episode, Haleh Fardi, Chief Visionary Officer at ProCFO Partners, explores the hidden challenges of misalignment and shares why regularly reviewing your business model is not optional - it's crucial. Haleh introduces us to tools like the Revenue Flywheel that can help realign your strategy and drive sustainable growth, and we explore real-world examples of businesses that regained focus and profitability. Have you unknowingly drifted off course? If you're not regularly reviewing your business model, you could already be floating aimlessly, losing sight of the growth and success you set out to achieve. Featuring Haleh Fardi.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Running a business on gut instinct only gets you so far. Join us for a Client Story in this episode and follow how ProCFO Partners helped RU Living, a student housing provider, move from intuition to data-driven decisions. Founder and President Mike Sisler shares how ProCFO Josefina Garcia transformed their operations, including handling complex software migrations and turning vague financials into clear, actionable insights. In the boardroom, data replaced stories, driving more strategic conversations and decisions. Plus, see how Josefina brought relief and focus, helping RU Living grow more profitably and confidently. Featuring Mike Sisler and Josefina Garcia.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Mismanaging construction accounting can lead to costly overruns and unexpected financial issues. In this episode, we discuss how construction companies can avoid these pitfalls by understanding the nuances of construction accounting compared to traditional methods. With insights from ProCFO Pat Balestrieri, we explore the importance of revenue recognition, cost management, and detailed job costing to maintain control over projects. We also discuss how frequent project evaluations and breaking down costs into specific categories can help your company stay on track. Plus, we explore how a fractional CFO can offer valuable guidance, ensuring your financial strategies align with long-term business goals. Whether you're a small firm or a growing business, this conversation offers practical advice to improve your financial management. Featuring Pat Balestrieri.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Choosing the right financial leadership is essential to your company's growth and success, and making the right choice starts with understanding the distinct capabilities of each role. In this episode, we explore the differences between a CFO and a Controller, highlighting how their unique contributions shape your business. We examine why a CFO's strategic vision drives future success while a Controller's transactional expertise ensures efficient daily operations. With insights from Chief Visionary Officer Haleh Fardi, we discuss the importance of these roles working together, how small to medium-sized businesses can leverage fractional CFO services, and the concept of the financial Flywheel to create sustainable growth. Plus, we explore how strategic planning that goes beyond basic financial reporting ensures your company's activities are consistently aligned with its long-term goals.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Neglecting the right financial metrics can stall your business growth. In this episode, we talk about what some of the "right" metrics are and discuss strategies for managing and optimizing profits and cash flow for SMEs. Kenton Gray helps us explore financial levers beyond mere sales increases. We break down how managing sales volume, COGS, and operational metrics can boost profitability, and discuss practical actions like supplier negotiations, inventory management, and KPI setting to maintain robust cash flow. Plus, we explore how proactive financial planning leads to better outcomes, aligning each business unit for sustained success. This episode provides actionable insights to control and improve your financial health. Featuring Kenton GrayCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

A workplace that ignores the role of finance in its culture is missing a crucial element for success - and most organizations don't put "finance" and "culture" in the same thought. Rodger Lazoff helps us explore how integrating these elements drives opportunity. We break down the Four Cs: Cooperation, Collaboration, Contribution, and Community, and discuss how CFOs can embed desired behaviors to build trust and transparency. We talk about how effective communication and continuous feedback can develop a thriving team and explore tips for simplifying financial concepts to engage non-financial staff. Join us for a conversation that provides actionable insights for aligning culture and financial goals to create a motivated and cohesive workforce. Featuring Rodger LazoffCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Join us as we discuss how the modern CFO role is evolving, with insights from Vaughn Henson. This episode explores the critical role of training and education in helping create better financial literacy and operational efficiency, highlighting tools like AI and BI dashboards that improve data management and decision-making. We also talk about the benefits of fractional CFOs and how they match the expertise of full-time CFOs while offering more financial efficiency. Plus, we talk about practical strategies for integrating technology and maximizing efficiency with simple solutions. Featuring Vaughn HensonCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Exploring the CFO's unique and sometimes misunderstood role in shaping organizational strategy, this episode examines their guidance in navigating long-term strategic development, including complex mergers, acquisitions, and more. We analyze why SME leadership often falls short in targeting future achievements due to an intense concentration on present tasks, and we explore integrating a fractional CFO into the team, discussing unexpected benefits and potential obstacles. Focusing on strategic visioning, scenario planning, and nurturing productive leadership team dynamics, this conversation arms business leaders and executives with the knowledge to make informed, data-backed decisions. These decisions effectively merge immediate organizational needs with larger, ambitious goals, ensuring cohesive advancement and the company's overall growth. Featuring Sarah SmigelCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Exploring the critical elements of mergers and acquisitions, this episode discusses the strategies crucial for sealing deals that enhance company valuation. We scrutinize the essential nature of robust financial structures, especially how auditable financials and risk management contribute to making businesses more attractive. Our discussion zeros in on the art of aligning strategic visions with practical execution for seamless business integrations, and we examine how effective communication and the careful shaping of company culture can significantly impact staff management and the success of a merger. From the fundamentals of integration planning to strategic moves meant to maintain competitiveness, join us for comprehensive insights into navigating M&A. Featuring Art TroccoliCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

In this episode, we examine the complexities of dealing with toxic investors and how they stand apart from enthusiastic supporters. We offer insights into strategies for leaders to handle the intricacies of these crucial business relationships, extending also to customers, vendors, and employees. Focusing on the role of leadership, we look into methods for protecting teams from the impact of disruptive behaviors by employing effective communication and setting firm boundaries. Leaders will learn the nuances of managing difficult interactions to ensure the health of their teams and businesses, deciding when to intervene and how to establish standards for professional conduct.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Today's episode explores the CFO's crucial and sometimes misunderstood role within your leadership team. Tom Morral shares insights on how a CFO can significantly influence the strategic direction of an organization and how the CFO must understand the diverse needs of all departments and allocate resources effectively to support the overall goals. The CFO is not a spreadsheet manager, a simple numbers person, or the person with the checkbook - they bring vision, experience, expertise, and perspective to balance financial constraints with the company's broader objectives. Whether you're a startup founder managing everything solo or an executive seeking to enhance your financial leadership, every business deserves an expert CFO, and this discussion offers valuable strategies for understanding why. Featuring Tom Morral.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Pricing strategies can make or break a business, impacting everything from profitability to market positioning. In today's discussion, we explore the nuances of optimizing pricing strategies, including why it's essential to think first about your product's value (not just costs or margins) and align it with customer segments. Philippe Touzot helps us understand pricing effectively while considering competitor positioning and customer psychology. We also highlight how different pricing tiers and options can impact greater potential in your market. Whether you're rethinking your approach or fine-tuning your pricing, this episode will help you set or keep your business on the right path. Featuring Philippe Touzot.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

For many of us in business, finance can often be intimidating, confusing, or a "necessary" part of the job. Today's episode peels back the layers of the dynamic and maybe less obvious role finance plays in driving business success. Join us as Gaetano Di Pietro illustrates why finance is the lifeblood of any organization. From managing cash flow to understanding macroeconomic impacts like inflation and interest rates, Gaetano shares insights on how financial insights can propel businesses toward sustainable growth and profitability. Join us for practical strategies for integrating financial health into every facet of business operations, ensuring that decisions contribute positively to the bottom line. Whether you're a small business owner wrestling with budget constraints or a leader in a larger corporation seeking to build more robust financial strategies, this discussion is an essential listen for anyone looking to understand finance better and leverage that understanding to grow your business. Featuring Gaetano Di PietroCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

In this episode, we're exploring the crucial aspects of managing outside investors - which, spoiler alert, means building and navigating relationships. Don Gage joins us to share insights on how investor expectations aren't just about frequent updates but a strategic communication rhythm that ensures investors are informed, engaged, and confident. From the importance of clear reporting cadences to handling over-involved investors, we discuss how leaders can effectively manage and enhance investor relations through transparency and strategic problem-solving. Join us for expert advice on creating a robust framework for investor communication that aligns with your business goals. Featuring Don GageCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

In this episode, we meet Mike Batiste, Managing  Partner at Five Eighty, a Commerce Marketing Agency that stands at the intersection of digital and physical retail experiences, customer impact, right-now responsiveness and forward-looking vision. Mike shares how the collaboration of Five Eighty with ProCFO Partners, under the guidance of ProCFO Tom McNiff, has improved their operations and project management. We talk about how together Five Eighty accomplished years worth of financial foundational work in just months, the value of accurate forecasting in such a dynamic marketplace as marketing and retail, and how ProCFO Partners has helped Mike and his team have replaced worry and anxiety with resolve and confidence. The results have been critical in adapting to consumer behavior changes and leveraging new technologies, ultimately advancing their offerings to clients. Featuring Mike BatisteCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Navigating business financing sometimes introduces us to lesser-known paths, highlighting the limitations of conventional banking and the need for more creative solutions. In this episode, we explore securing appropriate funding for your business, including financial options beyond local banks or other "typical" lending options. Nelson Tepfer, CEO and Co-Founder at ProCFO Partners, and Ami Kassar, CEO and Founder at MultiFunding,  join us to discuss the internal and external hurdles businesses encounter when seeking funds, from the critical necessity of precise reporting to the frequently overlooked alternative financing solutions that could be pivotal in promoting growth and opportunity. We discuss misconceptions surrounding SBA loans, the fluid nature of lending criteria, and the storytelling skill required to persuade lenders. Whether it's financing for operational needs, capital expenditure, or business acquisitions, understanding the subtleties of the financial world can significantly impact your ability to succeed - and, as ever, the right partners and relationships along the way can be the difference. Join us as we navigate these complex issues with Nelson Tepfer, CEO and Co-Founder at Pro CFO Partners, and Amit Kozar, CEO and Founder at MultiFunding.com, offering their expert insights and advice on finding creative, strategic ways to support your business's future. Featuring Nelson Tepfer and Ami KassarCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Long-term success hinges on strategic foresight, but successful long-range planning is an art and a science - which sometimes makes it so difficult. Today's discussion is about planning for the long road and what to consider when steering your business toward your vision and future. We discuss some of the complexities of looking beyond the annual horizon to a future three, five, or even ten years away and the role of leadership in staying disciplined in the plan. We talk about constructive consensus, ensuring that every stakeholder is aligned and committed to a shared, ambitious goal. Whether you're just plotting a course or already know your trajectory, this conversation promises to help set or keep your business on a well-planned path. Featuring Karl Almond.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

For company's that know (and at ProCFO Partners, we know!), The Entrepreneurial Operating System, or EOS, has transformative power propel your businesses forward. One way is through its goal-setting framework, ROCKS. In today's episode we're exploring what ROCKS are and how EOS can streamline your strategic goal-setting, boost team alignment, enhance accountability, and drive accelerated growth. Join us for a conversation about the practical support and resources available to seamlessly adopt EOS, how to avoid getting tripped up, and how the right kinds of goal-setting mixed with accountability can dramatically impact your business strategy. Even if you're not an EOS organization, the concepts of ROCKS can be essential for your success. Featuring Karl AlmondCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Philadelphia's unique blend of historical roots and innovative growth offers a dynamic backdrop, atmostphere and sometimes challenge for building business. In this episode, we're joined by Ryan Walter, Managing Director at ProCFO Partners and a long-time player in Philadelphia's business landscape. We discuss how the city's diverse economy, from manufacturing to biotech, is shaping the future of business in the region - and how the Philly "region" is probably a lot larger than people sometimes think. Ryan shares insights on the importance of relationships, the evolution of industries, and why a strategic CFO is key to navigating Philadelphia's unique business dynamics. Join us for a conversation to uncover the challenges and opportunities that define doing business in Philadelphia and learn how to capitalize on them for success. Featuring Ryan WalterCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

In this Client Story we're exploring the remarkable journey of a generational, family-owned electronics manufacturing business that's navigated challenges and innovated to establish a high-mix, medium-volume production model, setting a new standard in the electronics manufacturing sector. Amtech CEO Jay Patel joins us to talk about what it's like to run a family business, the interesting dynamics in business and life that shape the company's leadership and direction, and how Randy Talcott, Amtech's fractional CFO from ProCFO Partners, has helped Jay and his team run at its full potential (and even sleep a little better at night). Featuring Jay PatelCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

With its geographical positioning between New York and Miami, a diverse educational ecosystem anchored by institutions like Georgia Tech and Emory, increases in startup funding, friendly taxes and affordable living, Atlanta is a hub for innovation and entrepreneurship in everything from manufacturing to entertainment. Today we're talking with long-time Atlanta CFO  and ProCFO Partners Managing Director Don Gage about how Atlanta strikes the perfect balance of tradition and innovation, creating the right environment and opportunities for business success. We talk about the unique characteristics that make Atlanta ideal for business, what challenges leaders should watch out for, why the right CFO is essential for Atlanta businesses and how to better understand your trajectory with the help of a CFO who knows how to navigate business in the Southeast.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Today we meet Samantha Trice, founder of Hamilton Park Montessori School. Hamilton Park Montessori has transformed from a modest beginning to now serving over 300 students. Samantha Trice joins us to share the vision behind the school's creation, driven by a dedicated educator who sought to establish an institution rooted in community, and how that commitment - and its business model - has evolved over time. Helping to drive this growth has been Hamilton Park Montessori School's relationship with ProCFO Partners as it continues to cement its reputation for thoughtful, caring education to increasingly diverse students and families. Featuring Samantha TriceCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Two essential questions business leaders should answer each day: What's the plan, and how are you going to execute it? In today's conversation we're talking about the impact of setting goals on a business's path to success. Join us as Karl Almond helps us break down how overwhelming business plans can be simplified into smaller, manageable goals and shares some real-life examples of successful businesses implementing goal setting and planning strategies. We discuss ways to implement SMART goal setting and the FAST approach, and which one - or if a combination - might be right for you. Through milestone achievements to developing goal-oriented growth strategies, we explore the interconnectedness of goals and planning, providing you with a clear direction, a framework for decision-making, and a structure for adaptability. Featuring Karl AlmondCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

ProCFO Partners believes that every company deserves the expertise of a seasoned CFO. In fact, our expert CFOs become integral members of your leadership team, bringing years of experience, the experiences of having worked in multiple industries, and often having held multiple executive seats. So when we say every company deserves an expert CFO, that has to mean more than, as long as they can afford it. We're thrilled to share our new grant program, where we'll work with companies to deliver ProCFO Partners services through a special $50,000 opportunity. For this opportunity we're selecting a company in the manufacturing sector in the Chicagoland area, and we can't wait to get started. In this episode we talk about the grant, why we think it's important, why we're starting with manufacturing, and discussing the right kind of organization to apply. Featuring Haleh FardiCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Every business experiences bumps in the road of revenue - unexpected curves, obstacles in the way, rough terrain. In today's episode, we're discussing ways to stay ahead of the curve with regular revenue forecasting - what you need to know, do and expect as we explore the importance of consistently revisiting and updating your revenue forecasts. You ensure accuracy and relevance by keeping a monthly or quarterly rhythm and refining your forecasts - and that's just one aspect of forecasting's nuance. Join as we talk about how culture plays a role, ways to improve if you're struggling right now, and how your CFO should be taking the lead. Featuring Philippe TouzotCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

This episode is the recording of a webcast where Martin Cunningham of ProCFO Partners and Mark Kesti of Innovo Sales explore the nuances of company value, from balancing customer service and profitability to ways that high-maintenance clients can impact a company's bottom line (and what to do about it). Join us as we explore the vital role of interdepartmental communication in recognizing and addressing client relationships, share strategic insights on aligning short-term client acquisitions with long-term company value, emphasize sales strategies as a function of overall goals, and much more. This discussion is essential for business leaders and managers aiming to enhance their company's value through informed management and strategic decision-making. Featuring Mark Cunningham and Mark KestiCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Sometimes the barriers and ceilings holding you back from growth aren't lack of sales, goals or ideas: it's lacking the necessary skills to compete and succeed, mixed with lacking the processes to get there. In today's episode we're - ahem - breaking this down and discussing how the Entrepreneurial Operating System (EOS) provides powerful frameworks and cadences to help identify and breach limiting thresholds. Combined with with fractional models to specifically address skills by engaging part-time experts, it's possible to adopt a more agile approach to accessing resources without the commitment and overhead of a full-time hire. When an operating system for your business meets the right talent to put it in action, powerful potential can be realized. Featuring Haleh FardiCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

In this episode, Marcia Zaruba O'Connor, CEO and Founder of The O'Connor Group and Nelson Tepfer, CEO of ProCFO Partners, join us to explore the pivotal interplay between Human Resources and the CFO's role in modern business dynamics. Our conversation is wide-reaching and impactful as we explore how company culture isn't merely aspirational—it's intrinsically tied to operational success and efficacy. We discuss the challenges and opportunities hybrid and remote work models present, the significance of deeply understanding client needs, and cover how a diversified team skillset can be a strategic advantage. This episode is like being in the room with two business experts and offers valuable insights into the synergies created when HR and CFOs collaborate to move businesses forward. Featuring Marcia Zaruba O'Connor and Nelson TepferCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

More than ever, it's crucial to make your supply chain more efficient, cost-effective, and able to compete globally. In this episode, Martin Cunningham joins us to discuss the tight labor market, the importance of customer relationships, and we investigate how the implementation of the latest technologies and strategies, including in AI, can help businesses succeed in today's rapidly changing environment. Uncover the potential for reduced costs, enhanced global reach, improved efficiency within your supply chain, and how to maximize its potential with automation, and learn more to make the best business decisions. Featuring Martin CunninghamCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

ERP migrations, CRM implementations - the tech and software that helps drive your business can't be shortsighted or small decisions. Are you involving your CFO? How? Today Josefina Garcia joins us to talk about the business impact and the potential of new technologies and major software change decisions. Learn what to watch for, what to avoid, and how to make the right strategic decisions with confidence in the process. Featuring Josefina GarciaCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

In today's episode we're arming you with the necessary strategies to set up internal controls, minimize risk, and save money. Accounts Payable is where strong relationships with vendors are cultivated, but it's also where left unchecked, risk can infiltrate your business. Plus, inefficiencies can plague processes where invoices are stuck in inboxes. Learn how, what to do about it, and how putting better systems and processes into play with your accounts payable can not just protect your business, but help it grow.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

So your board (or team or voice in your head) says, You need a fractional CFO. Or wait, maybe they say, You need a part-time CFO. A full-time hire? Maybe a consultant? All you (or they) are really sure of is: You need help. In today's conversation, Haleh Fardi joins us and challenges conventional notions of financial management, introducing a fresh perspective on the role of a fractional CFO or part-time CFO. We explore how the strategic CFO can recalibrate financial strategy in your organization, discuss the difference between a consultant and a fractional CFO, and discuss how having a comprehensive financial framework for growth is essential for strategy and tactical execution. Learn how a Financial Flywheel approach can be a focal point for time, energy, and resources, leading to greater efficiency and success. This discussion sheds light on how a fractional ProCFO or part-time CFO can be your strategic advantage.Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

It might not be flashy, but fine-tuning your systems and processes is one of the smartest ways to maximize value, increase efficiency, and make big organizational changes that lead to high performance. In today's episode, we're exploring the essential basics of how organizations work, how to ensure tasks are completed the same way each time, and the convenience of implementation. How do you know if your systems are broken or your processes need improvement? We cover that too.  With the right systems and processes, you can gain streamlined workflow management, improved decision-making, lowered operational costs, and increased productivity. Learn more and create a more functional organization. Featuring Ryan WalterCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

When automation combines with the latest technologies in AI, your business can power forward in exciting new ways. Today we're discussing the present and future of automation with Joe Meyer. We discuss the differences between AI and RPA and the benefits each offers, such as cost savings, improved efficiency, and data-driven insights. We talk about symptoms you might be experiencing to know if (and how) RPA might be an ideal solution, and we uncover how AI and RPA can help you stay ahead of the competition and maximize productivity to take your business to the next level. Featuring Joe MeyerCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

The last few years have caused massive disruption in how businesses manage their supply chains, exposing inherent weaknesses for some, and strengthening areas for others. A trend we're seeing more and more in manufacturing is onshoring or re-shoring manufacturing to the US. Today we're exploring the changing landscape of the supply chain, the advantages of bringing manufacturing home, and how to fill the product availability gap. Jeremy Leitzen shares insights into the cost savings, product quality improvements, and faster production times that can come from bringing operations home. Businesses can stay competitive and be better prepared for future disruptions - tune in to learn more. Featuring Jeremy LeitzenCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Every business leader is faced with difficult decisions. Not every business leader is decisive. And many of us aren't focusing on the decisions we actually need to make. In this episode, we're discussing how to effectively tackle complex decisions, from understanding the consequences of your choices to prioritizing decisions and seeking out counsel from others. ProCFO Partners CEO Nelson Tepfer explores taking a more systematic approach to decision-making, increasing your confidence in the process to make the right choice. Plus, we talk about the importance of timely decisions to maximize opportunities. Featuring Nelson TepferCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

In today's episode, we're talking with Ryan Walter about how to use research and soul-searching to anticipate and plan for strategic objectives and overcome potential challenges. Many of us think we're doing strategy when really we're just busy with tactics on steroids. We visit strategy once a year (maybe) and forget about it when the next emergency hits us. In our conversation, we're explore all this, plus the importance of mapping out the roadmap for success and prioritizing strategy while balancing the needs of the economy, customers and industry. Discover the art and science of business strategy and how to adapt and adjust to changing conditions for the keys to success. Featuring Ryan WalterCreate The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today's businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.