All Episodes
Create The Next From ProCFO Partners — 174 episodes
From the Field to the Financials: Building a Forward-Looking Firm at K&W Engineers
From $200K to Three-Quarters of a Million: Cash Discipline at Abbottstown Industries
Beyond the Billables: Client Story with BNO
Irons in the Fire: Client Story with Frank Lowe
From the Ground Up: How REDCOM Built the Financial Foundation to Grow
Loud and Clear: From Instinct to Insight at MBN
From Volatility to Viability: What Endures When Everything Changes
How to Lead International Expansion Without Losing Focus or Foundation
Numbers as Navigation: Making Financial Projections Work for Your Business
From Disruption to Direction: Turning Change into Strategy
The Business of Better: Client Story with Mugen Psychiatry
Raising Capital from Every Angle: Insights from a CFO, Banker, and Investment Banker
Beyond Buzzwords: Turning AI Into ROI for CFOs
In Practice and In Command: Client Story with US Immigration Law Counsel
Clear Line of Sight: Forward-Looking Finance at Paragon
Open Book Management: Financial Transparency that Transforms
How to Scale Your Company to $10M and Beyond
The Friction and Fundamentals of Franchising
Culture, Continuity, and The ProCFO: Lavitt Group's Legacy and Looking Ahead
The Friction of Fractional: Business Beyond the Delivery Method
Introducing Interim CFO Services – A Smarter Solution for Critical Transitions
Run Your Business Like You’ll Sell It: Why Succession Planning Starts Now
Turning Data into Decisions: ProCFO Reports and the Path to Your Potential
Choosing and Implementing the Right ERP System for Your Business
Where to Focus Now and Next Going Into 2025
The Ripple Effect: How ProCFO Partners and MENTEE Are Supporting Connection and Education
From Survivalist to Strategist: The Business Owner's Transformation
The Thought Collective: How Collaboration Helps You Create The Next
The Right Questions. The Right Answers. The Right Partner. Geneva Holdings Group Client Story
The Hidden Drift: Does Your Business Model Match Your Reality?
From Instinct to Insight: RU Living’s Climb to Clarity with ProCFO Partners
The Blueprint for Success: Best Practices for Construction Accounting
The Difference Between an Expert CFO and a Controller
Essential Financial Levers for Profitability
Workplace Culture and Finance: The Missing Link to Growth
How the Modern CFO Role Drives Business Success
The Strategic Role of the CFO in SMEs
Mastering Mergers and Acquisitions: Steps for Seamless Success
Navigating Toxic Investor Dynamics
The Role of the CFO on Your Leadership Team
Optimizing Price Strategies: Growth Beyond the Bottom Line
Beyond the Balance Sheet: How Finance Fuels Business Growth
Steering the Ship & Knowing The Seas: Managing Investor Relationships
Marketing, Meaning, Money & Momentum: Client Story with Mike Batiste at Five Eighty
Beyond the Bank: Alternative Funding & Strategic Financing
Long-Range Business Planning: The Path to Your Next
Building with ROCKS: EOS Goal Setting & Success
The CFO's Guide to Building Better Business in Philadelphia
Closing the Circuit: Client Story with Amtech
Atlanta’s Economic Potential: The CFO’s Guide to The Southeast’s Business Landscape
The Educator, The Founder, and The CFO: The Story of Hamilton Park Montessori School With Samantha Trice
Striking the SMART Balance: How FAST Goals Lead to Attainable Success
We're Introducing a ProCFO Partners Services Grant To A Manufacturing Company in Chicago!
The Art & Science of Revenue Forecasting: Maximizing Accuracy and Relevance
Increasing Company Value with Martin Cunningham and Mark Kesti
Breaking Through the Skill Wall with EOS
Upskilling, Talent Acquisition, and Strategic Partnerships: How HR and the CFO Can Futureproof Your Business
Supply Chain Shifts: Improve Cost Savings and Maximize Reach
Talking Tech with the CFO: What's At Stake and How to Make the Right Decision
Armoring Accounts Payable: Safeguarding & Streamlining Every Transaction
From Chaos to Clarity: How the Right Fractional CFO or Part-Time CFO Can Transform Your Business
Optimizing Your Organization: The Power of Systems and Processes
Robotic Process Automation: Productivity on Auto Pilot
Coming Ashore: Why Bringing Manufacturing Home is Trending
Make The Decision: Clarity, Consensus and Confidence
The Art and Science of Business Strategy
Building an Efficient Services Organization
Understanding Your Customer: Insights to Actions
Designing the Dining Experience With Fox Lifestyle Hospitality Group
Financial Management During Economic Uncertainty
ChatGPT, AI & the CFO: Now & Next
Banks, Business & You: Proactive Strategies on Protecting Your Business
Business Velocity: Creating Momentum and Agility
Becoming a ProCFO: Navigating Environments & Discovering Opportunities
Meaning, Metrics & Why Marketing Matters
Becoming a ProCFO: Sounds Like Success
Business in South Florida: Position, Perspective and ProCFO Partners
Navigating the Healthcare Maze: Business Essentials & Preparing for the Future
Creating Your Finance Team: The Players and Their Functions
Reflect, Readjust, Reimagine: Looking at Last Year to Create Your Next Year
Raising Capital For Your Business: Advice & Insights to Help You Grow
Peer Groups, Mentors & Coaches: How Stronger Connections Create Better Leaders
Building Your Vision of Success: Focusing on the 5 C's
Owning Outcomes: Creating Directional Goals with Organizational Alignment and Focus
Starting Strong in 2023: What to do Now and Next
Preparing For Scaling: A Strategic Approach
Scaling and Funding for Growth: Making Moves in the Middle
Conscious Capitalism: Purpose-Built Business
The Point of View: Leadership at the Intersection of Vision and Trust
SaaS Companies and the Critical KPI's
Outcomes Vs. Processes: What’s Driving Your Business?
Recession? Realities.
Building Better Business: Understanding Construction Accounting for Contractors
Tech, Transitions and Tomorrow: How We're All Technology Companies Now
Understanding and Executing Strategic Agility
Problem Solving in Supply Chain Distribution
Mastering the Month Closing
Start Keeping Score: How To Drive Higher Performance With Scorecards
Financial Realities & Risks in Healthcare
You Need To Raise Your Prices Right Now
Budgeting and Reporting for Non-Profits
Untangling Transactions: Understanding The Flywheel of Business Evolution
Adversity vs Opportunity: The Importance of Perspective in Business Strategy
The 4 P's of Transition Management: Embracing and Implementing Change
Inflation: Impact & Opportunity to Your Business
The Dangers of Siloed Leadership in Business
The Art of Organizational Structure: From Founders to Finance and Beyond
It's Still Rock n' Roll To Me
You Get What You Pay For
Point of View: Meaning in Metrics
Manufacturing Managed: Insights on Growth for Small Manufacturing Companies
Engaging Your Employees: Valued and Values
Begin Again: Recalibrate, Rethink, and Recharge Your Business
State of the Startup: Funding and Resources for Early Stage Tech Companies
Commanding the Climb: Scaling and Funding for Growth
Understanding and Overcoming The Skill Wall
Business Transformation: The People Pillar and The Great Resignation
Vision & Values: Defining Your Theme For Annual Planning and Goal Setting
Designing for Success: Dash Design and ProCFO Partners
Signs of Growth: Bandwidth and Business with Starlite Media and ProCFO Partners
What Got You Here (Still) Won't Get You There: Business is Personal
Saving Money Without Spending Money: Profitability With Your CFO
Private Equity in Small and Mid-Markets: Perfecting the Post-Close
Business in Long Island: The Small Town of 3 Million People
Collaborative & Connected: The Future of Business is Personal
Messaging and Meaning: Improving Digital Communications and the Customer Experience
Room for Growth: The Renovation of Unisan Group With ProCFO Partners
Under The Surface: Looking Deeper When Buying or Selling Your Business
Leadership, Learning and Legacies: The Modernized Multi-Generational Business
Empowered by the ERP: Working Smarter in Your Business
Business in Philadelphia: Tradition Meets Tomorrow
Blue Ocean and Blue Skies: Challenging Assumptions for Smooth Sailing and Soaring Potential
Creating Your Advanced Warning System to Avoid Cash Flow Catastrophe
The Architects and The Answer: How ProCFO Partners Helps The Alford Group Develop a Visionary Blueprint
Found in Translation: How ProCFO Partners is Helping a 118 Year Old Family Business Create The Next
Foundation and Support: Construction Industry Best Practices For Financial Strength
The Big Picture: Best Practices for Managing Growth in Manufacturing
The Detective and The Driver: The Illuminating Journey of Ultra Bright Lightz
Understanding Change vs Transition: The Most Important Business Challenge
The Scientist and The Sage: How ProCFO Partners Has Changed Business for Victus Ars
Creating AIR for Building Your Network
Why You Need a CFO's Perspective...But Not A Full-Time CFO
Budgeting and Planning the Right Way
Scenario Planning vs Contingency Planning for Not For Profit Organizations
Business in Chicago: History, Innovation, and Role of the CFO
All That Glitters... Being Smart With Acquisitions and Mergers
Don't Leave Money On The Table! How ERC, PPP & the CARES Act Can Help You
What Got You Here Won't Get You There: Planning for Prosperous Growth
Driving With Data: Advice for Tech Startups and SAAS Companies
Where To Go When The Bank Says No
Turning the Gears on Better Financials for Manufacturing
Decoding The Profitability Formula
Connecting Touchpoints: Increasing Satisfaction, Efficiency, and Opportunity with Better Systems and Processes
The Essentials to Growing the Top Line
The CEO: Creating The Next in Leadership
Investigate - Translate - Transform: The Role of Operational Finance
Mastering the 3 Year Plan
Annual Planning (That Actually Works): Working From Your Goal
Propel Instead of Pivot: Having The Audacity To Lead, Grow, and Build Your Business
Owning the Impact: Forward Thinking Leadership from the CFO
What's Your Business Worth? 3 Keys to Valuation
Financial Transparency: Driving Momentum Through A Culture of Clarity
Planning for Profitability: Building a Culture of Competence
Private Equity: Going from Good to Great in Adding & Creating Value With Better Financial Functions
The Dance: Financial Management for Not For Profits and Social Enterprises
Managing the Machine of Manufacturing
Start Up Straight Talk: How To Succeed and Grow More Quickly
Business Runs on Cash Not Profit: Calibrating for Cash Flow
Redefining Reporting: Measuring What Matters In Your Business And Understanding Why
All Things Are Never Equal: How Your Revenue Model Should Keep You On Course
Selling (Or Buying) Your Business (And Acting Like You Could Tomorrow)
I Want To Be A Rock Star: Creating Better Business Goals and the Strategies to Achieve Them
Bigger, Better, Faster, Cheaper: New Thinking on Familiar Ideas to the CFO
Understanding The Modern CFO: Rethinking The Role