Product Inventory Lists: Simplify Your Business Operations

Neeti Chauhan – Why 90% of SaaS Companies Are Selling at a Loss

In this episode, James Kennedy sits down with California-based fractional CFO and CPA Neeti Chauhan to trace her remarkable journey from Mumbai and Bangalore to the US tech scene and what that global experience means for SaaS and startup founders today. Neeti shares how yoga and meditation underpin her discipline and clarity as a finance leader, what it was really like working at Lehman Brothers during its collapse, and how she went from knowing no one in Bangalore to building a thriving consulting firm serving fast-growth startups.

Rush Shah – Stop Competing on Price (Service Business Fix)

In this episode, James Kennedy welcomes Rush Shah, founder of Modern CFO Services and fractional CFO based in California. Together they dive into the realities of building and guiding service-based businesses and healthcare organizations (like memory-care facilities and local hospitals). Rush shares lessons from 20+ years in FP&A and leadership roles and how owning his own firm reshaped his view of risk, resilience, and decision-making. They unpack pricing strategy, utilization, loan risk, and how one stressed healthcare operator transformed a dire outlook into a profitable, pay-the-bank-back-in-five-years plan.

Martin Mellor – The One Hire That Changes Everything

In this episode, James Kennedy sits down with fractional CFO Martin Mellor to unpack what it really looks like to shepherd a customer through a live M&A journey – straight from the trenches (Q2 2025). Martin shares how a managed service provider (MSP) can shift from “comfortable lifestyle business” to a serious exit opportunity, what buyers care about (EBITDA multiples, recurring revenue, and quality of earnings), and how CFO-grade clarity turns a fuzzy growth plan into a focused value-creation roadmap. Along the way, they dig into target-setting (including Martin’s memorable “6-3-3” framework), leading vs lagging indicators, and how to translate finance-speak into operational decisions that actually move enterprise value.

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SUPPLIER MANAGEMENT

Product Inventory Lists

Build a product catalog or list for your critical vendors

Keep your supplier catalog to hand at all times

Use the inventory list to note items in stock by name and unit price.

Real Time Inventory

Quickly see supplier inventory... no matter what time of the day or night.

Visual Inventory Lists

Customize inventory folders and lists so you can see your options in one easy to see list.

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