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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.
166 Episodes
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Looking backward can have some value because your numbers show patterns and provide a baseline for performance. But history alone won’t tell you where your business is headed. That’s the role of projections. In this episode, ProCFO Marty Weinberg explains why projections are living tools that connect your numbers to your strategy. Marty explores how projections, when tied to real operational levers like pricing, staffing, and customer acquisition costs, give leaders a roadmap for growth. He s...
Change can be incremental, like with a new tool or a small process shift. Or change can be transformational, when the entire direction of the business needs to adjust. In this episode, ProCFO Vijay Singh joins us to talk about the difference, and what happens when organizations fail to recognize the signals that change is coming. Vijay shares real-world examples of what happens when growth outpaces profitability, or when sales drive deals without operations at the table. In one situation, mi...
We love to share stories of our clients, and in our new episode of Create The Next, ProCFO Kristy Barthelemy sits down with Alan Alan Akira, MD, founder and CEO of Mugen Psychiatry, about developing the business of better. Alan didn’t set out to build a business that just paid well - he wanted one that worked well. That means overcoming growing pains like financial blind spots, unclear metrics, and the creeping feeling that key pieces to success might be slipping through the cracks. With fr...
Raising capital looks different depending on if you're sitting at the head of the company, behind a bank’s desk, or across the table structuring deals. Joe Briner has sat in all three seats. As a former bank CEO, investment banker, and now CFO, he offers a rare perspective on what capital providers expect, how they evaluate opportunities, and how business leaders can be better prepared. In this episode, Joe breaks down what matters most to each stakeholder: why banks prioritize repayment over...
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 productivity and solving real business problems. From scenario planning to process optimization, Nelson explains how organizations can start small by identifying specific internal challenges and exploring how AI might enhance or streamline existing workflows. ...
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 strategically led business with stronger systems, better financial discipline, and a clearer leadership structure. Alexia reflects on the early days of the engagement, when growth was moving quickly and the firm needed better clarity and structure. With Jean’s gu...
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 driving margins—or where money was going—the company risked scaling into chaos. In this episode, Bruce joins ProCFO Vaughn Henson to unpack how a new approach to finance helped Paragon regain control. They talk candidly about late budgets, unpredictable cash flow, and the moment Bruce realize...
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, th...
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...
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 re...
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 s...
“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 transaction...
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 ...
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....
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 Pr...
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 f...
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 revisiti...
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 ...
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 experien...
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 coll...
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