Create The Next From ProCFO Partners
Create The Next is delivered to you from ProCFO Partners, where every week we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context.Senior leaders, business owners, C-Suite executives and others involved in organizational strategy benefit each week from the valuable financial insights and ideas presented in Create The Next.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.
Episodes
162 episodes
Beyond Buzzwords: Turning AI Into ROI for CFOs
AI is everywhere, but for many business leaders, it’s still unclear where it fits in. In this episode, Nelson Tepfer, CEO of ProCFO Partners, shares how CFOs and other organization leaders can approach AI as a practical tool for driving product...
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21:31
In Practice and In Command: Client Story with US Immigration Law Counsel
In this episode, we sit down with Alexia Jones, Managing Director of U.S. Immigration Law Counsel, and Jean Evans, her fractional CFO from ProCFO Partners. Together, they share the story of how a growing legal practice became a more strategical...
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30:51
Clear Line of Sight: Forward-Looking Finance at Paragon
When revenue surged at Paragon, profitability didn’t follow. In fact, it shrank. For President and CEO Bruce Card, that was the wake-up call: growth alone wasn’t enough. Without visibility into what was dri...
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28:39
Open Book Management: Financial Transparency that Transforms
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 ...
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27:54
How to Scale Your Company to $10M and Beyond
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 ...
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25:11
The Friction and Fundamentals of Franchising
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 ...
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24:14
Culture, Continuity, and The ProCFO: Lavitt Group's Legacy and Looking Ahead
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...
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32:14
The Friction of Fractional: Business Beyond the Delivery Method
“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...
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16:09
Introducing Interim CFO Services – A Smarter Solution for Critical Transitions
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 depar...
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13:15
Run Your Business Like You’ll Sell It: Why Succession Planning Starts Now
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, tr...
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19:31
Turning Data into Decisions: ProCFO Reports and the Path to Your Potential
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.&nbs...
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20:26
Choosing and Implementing the Right ERP System for Your Business
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 ...
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22:24
Where to Focus Now and Next Going Into 2025
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 ...
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23:20
The Ripple Effect: How ProCFO Partners and MENTEE Are Supporting Connection and Education
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 th...
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22:44
From Survivalist to Strategist: The Business Owner's Transformation
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...
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30:11
The Thought Collective: How Collaboration Helps You Create The Next
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...
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21:50
The Right Questions. The Right Answers. The Right Partner. Geneva Holdings Group Client Story
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 a...
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19:49
The Hidden Drift: Does Your Business Model Match Your Reality?
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...
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25:50
From Instinct to Insight: RU Living’s Climb to Clarity with ProCFO Partners
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...
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29:37
The Blueprint for Success: Best Practices for Construction Accounting
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...
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17:51
The Difference Between an Expert CFO and a Controller
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 a...
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22:48
Essential Financial Levers for Profitability
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 e...
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16:45
Workplace Culture and Finance: The Missing Link to Growth
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 d...
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16:33
How the Modern CFO Role Drives Business Success
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 ...
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24:03