Three Way Invoice Matching: Streamline Your Accounting Process

Tiffany Vogel – The 3-Year Plan to Build and SELL a CFO Empire!

This week James sits down with Tiffany Vogel, founder of Insight CFO Services, to explore what it means to build a scalable, values-driven fractional CFO firm from the ground up. Tiffany shares her unconventional decision to take on debt and build a team from day one – defying the typical solo CFO path.
They dive into her background in healthcare analytics, her real estate investing success, and how those experiences shaped her approach to financial leadership. Tiffany also talks candidly about setting boundaries, managing burnout, and keeping her mission at the center of everything she builds.
Stick around to the end to hear how she’s planning retreats for founder transformation – and why every CFO should be thinking about their exit, too.

Kyle Smith – The Balance Sheet Red Flag That Could Bankrupt You

This week James sits down with Kyle Smith, founder of Strata Advisory and seasoned fractional CFO, to explore what it takes to help fast-growing service businesses thrive. With a background in management consulting and a knack for navigating complex financial waters, Kyle breaks down the strategies he uses to guide his clients toward clarity, confidence, and profitable decision-making.

They discuss building financial infrastructure from scratch, the difference between being busy and being successful, and why most business owners need to stop trying to do it all.
Stick around to the end to hear Kyle’s take on how fractional CFOs can make themselves indispensable to the CEOs they serve.

Jason Andrews – One Cold Email Changed His Career Forever

This week James sits down with Jason Andrews from FloQast to unpack the unexpected journey from accounting to marketing – and the lessons learned scaling a finance function through hypergrowth. Jason opens up about his time at Twilio, where he helped guide the company from $650M to over $4B in revenue, led a massive ERP migration, and managed a global team across five time zones. He also shares why he made the surprising leap into marketing at FloQast and how his accounting DNA continues to drive his impact.
Whether you’re navigating messy month-end closes, leading through explosive growth, or considering a career pivot, this episode is full of wisdom on process, people, and perspective.

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SUPPLIER MANAGEMENT

Three Way Invoice Matching

Easily compare the purchase order, goods receipt and supplier invoice before approving

Three-Way Matching can be time consuming, especially if still done manually,

Using the Three-Way Matching method safeguards a company’s assets and enables greater discipline, administration and control.

Digitize Accounting

ProcurementExpress.com enables you to digitize standard procedures businesses use to process valid invoices received from suppliers.

Goods Received Notes

Our software allows you to easily track and record whether products and services have been delivered or fulfilled.

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