Mastering Easy Purchase Order Creation for Effective Procurement

Phil Trowler – The $1M Surprise Invoice Crisis

In this episode, James Kennedy sits down with Phil Trowler, financial strategist and early finance leader at Olipop, to unpack the realities of scaling a high-growth CPG brand and why storytelling, cash-flow foresight, and purchase-order discipline can make or break a business. From Phil’s unconventional journey through EY, government finance, and Silicon Valley startups, to hard-earned lessons from hypergrowth, inventory risk, and sales forecasting, this episode is a masterclass in strategic finance for founders navigating rapid expansion.

Susanne IJkema – How to Exit When Your Back’s Against the Wall

In this episode, James Kennedy sits down with Susanne IJkema-Hilgenkamp, Regional Director at The CFO Centre / CFO Center and a fractional CFO based in the Netherlands, to unpack what great stakeholder management really looks like – especially when the stakes are high. From boardrooms that include government and global corporates (including a joint venture where the CEO of the board was the Crown Prince of Brunei) to fast-moving SMEs, Susanne shares how to avoid surprises, align shareholders, and guide major decisions. They also dive into a compelling exit story: helping a 79-year-old founder sell urgently due to health reasons – without selling from a position of panic.

Neil Geary – The $67M Real Estate Turnaround

In this episode, James Kennedy sits down with Neil Geary, fractional CFO and partner at SeatonHill Partners, to unpack what happens when big entrepreneurial vision meets real-world financial reality. Drawing on a career that started as a Coast Guard – licensed boat captain and evolved through family offices, hospitality, and large-scale real estate development, Neil shares how “captain’s thinking” – planning, diligence, and safety – translates into better decisions for founders and investors.

From rescuing a beloved but loss-making New England “trophy” hotel and restaurant, to helping a Midwestern multifamily developer level up into a $67M ground-up project, Neil shows how the right CFO can turn chaos into a clear course – without killing the entrepreneurial spark that made the business work in the first place.

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SUPPLIER MANAGEMENT

Simple Purchase Order Creation

Team members can create a purchase request in minutes

The days of using a purchase order book or excel to manage purchasing are over.

Team members can easily create a purchase request in minutes.

Standardized POs

Every person looks at the form sees the same information, reducing the chances of mistakes and errors.

Record Keeping

Track the full history of individual POs and even add custom notes to reflect any updates or extra information, all from within our app.

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