Create The Next From ProCFO Partners

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 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.

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.

In this episode, we're joined by Nick Theoret of Centri Group, a client of Amtech and like-minded leader to Amtech CEO Jay Patel. Developing platform-agnostic hardware comes with unique challenges but also opens up incredible business opportunities. Jay and Nick share how they're navigating these complexities as we explore Nick's journey from building a prototype to developing a scalable IoT hardware business without being tied to specific platforms. Jay highlights the importance of adaptability and close partnerships in hardware development, while Nick explains the benefits of staying flexible in a fast-evolving technology landscape. Plus, we discuss practical insights on entrepreneurship, resourcefulness, and making long-term growth a reality in the dynamic IoT space.

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 Gray

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 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 Lazoff

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.