The Supplier Portal: A Comprehensive Guide

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.

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.

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.

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SUPPLIER MANAGEMENT

The Supplier Portal

Manage all your 3rd party suppliers in a single portal

Making it easy for buyers and suppliers to connect with each other and exchange data.

Speed up the purchasing and production process.

Mutually Beneficial

Purchase orders are automatically sent to suppliers while suppliers have direct and easy access to purchase orders after receipt of order.

Streamline Communication

The portal minimizes the handling of documents and thus the amount of manual work for both parties.

The #1 Purchasing App for Newly Hired CFOs

Based on 345 reviews on G2 Crowd and Capterra

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