Customer Training Webinar

with Richard Greenane

Join as many webinars as you want. 👉

Live webinars on the different user roles in ProcurementExpress.com:

 
  • Learn how to use the basic functions.
  • Learn tips and tricks you might not know about.
  • Ask Richard any question about the software.

>> Limited dates available – so don’t miss out!  👉

For a personalized account review, book here instead.

Latest News & Resources for CFOs

Merushka Chetty

Austin Moffat – Fractional CFO Empire: AI Tools + Family Legacy

In this episode, James Kennedy sits down with Austin Moffat, founder of DSO CFO, to unpack how Austin built a thriving fractional CFO firm for dentistry – despite taking a non-traditional route (no CPA). Austin shares how high-level competitive soccer shaped his business IQ, how an early “trial by fire” accounting role accelerated his learning, and why the dental industry urgently needs simple, decision-ready financial clarity. They also dig into dental-specific KPIs, the rise of DSOs and private equity in dentistry, and the practical AI/tech stack Austin is using to run a modern accounting firm.

Read More »
Merushka Chetty

Wendy Laxton – Fund Accounting Explained: Why Grant Money Gets Spent Wrong

In this episode, James Kennedy sits down with Wendy Laxton, founder of Laxton CFO Services, to unpack the “modern” version of fund accounting – how nonprofits manage restricted vs. unrestricted funds, align grant requirements with real-world operations, and avoid credibility-killing misallocations. Wendy shares how the 2008 recession unexpectedly led her into fractional CFO work, why niching down to nonprofits was a defining move, and what she’s learned from guiding organizations through system complexity – from overbuilt ERPs to intentionally “resetting” in QuickBooks and rebuilding structure over time.

Read More »
Merushka Chetty

Kerry Peters – Microsoft MVP Exposes the #1 ERP Mistake Companies Make

In this episode, James Kennedy sits down with Kerry Peters, Microsoft MVP and Co-Founder of New View Strategies, to unpack why so many ERP implementations fail – and how businesses can finally get the financial clarity, process efficiency, and operational visibility they were promised.

Kerry shares how her unique blend of corporate controller experience, ERP expertise, and a passion for business process has helped hundreds of companies turn struggling implementations into scalable, high-performing systems. From a publishing company with 21,000 general ledger accounts to organizations stuck in endless month-end closes, Kerry explains the root causes, the fixes, and how to prevent the pain in the first place.

She also reveals how she unintentionally built a thriving fractional CFO practice – simply by helping companies bridge the gap between software, people, and process.

Read More »