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Episode

Merushka Chetty

Jeffrey Heybruck – A La Carte Billing Was Killing Profits – Here’s the Fix

In this episode, James Kennedy chats with Jeffrey (Jeff) Heybruck, CPA and founder of Lucrum Consulting in Charlotte, NC. Jeff breaks down how he helped a high-end landscaping firm transform its maintenance arm from custom, ad-hoc work into packaged, recurring revenue – boosting margins, simplifying ops, and making the company far more attractive to a private-equity roll-up. Along the way, he shares CFO tactics for pricing, renewal timing, quoting, and why you shouldn’t kill an “unsexy” service that quietly drives both profit and pipeline.

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Merushka Chetty

Shane Spellman – Fractional CFO Saves Client $500K in M&A Deal

James Kennedy sits down with Irish fractional CFO Shane Spellman, founder of Spellman Profit Partners, to unpack how a buy-side, board-level investment lens can transform SMB decisions day-to-day and at exit. Drawing on Shane’s time leading return-on-investment and M&A support at Kerry Group, they cover capital ranking, integration pitfalls, and why “you can do anything – but not everything” should guide every owner’s roadmap.

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Merushka Chetty

Joey Albertson – CFO Found $2.5M Unbilled Revenue

In this episode, James sits down with fractional CFO Joey Albertson – founder of The Profitability Project – to unpack the “$2.5M mistake” she uncovered within 30 days at a B2B SaaS company. They get tactical about balance-sheet reconciliations, fixing SaaS billing leaks, and how Joey’s Clarity → Structure → Profitability framework delivers fast, measurable results (without a six-month wait).

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Merushka Chetty

Jaime Medina – The Singing CFO

In this episode, James Kennedy sits down with Jaime Medina, founder of The Startup CFO (tscfo.com), to unpack non-dilutive ways B2B SaaS founders can extend runway before their next equity round. Drawing on Jaime’s path from physics PhD to McKinsey to fractional CFO (now leading a 38-person team across Spain and Germany), they dive into European public funding, soft loans, grants, tax incentives, and – most surprisingly – bank financing for SaaS. You’ll hear how to present unit economics to credit risk teams, run multiple debt processes in parallel, and realistically save 10–20% dilution on the next raise. Bonus: why the best CFOs play offense (growth) and defense (controls)… and why Ring of Fire is a crowd-pleaser at karaoke.

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Merushka Chetty

Milán Golovics – Hungarian VC: Government Funding Ruined Startups

In this episode, James sits down with Milán Golovics, founder of BAO Contracting and a former VC associate turned startup operator/CFO, to unpack the realities of building and funding hardware in Central & Eastern Europe. From Hungary’s unique venture landscape to rethinking a “hardware-only” sale into a subscription model, Milán shares crisp, tactical lessons for seed-stage founders – and the CFOs who support them.

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Merushka Chetty

Alina Rivera – Purpose-Driven Business: Balancing Profit and Impact

In this episode, James Kennedy sits down with Alina Rivera, founder of Advising Puerto Rico and fractional CFO, to explore how purpose-driven operators can build commercially strong companies and meaningful community impact. From documenting procurement processes in construction to guiding hospitality entrepreneurs through cash flow, budgets, and people-first policies, Alina shares the playbook she uses to turn scrappy growth into sustainable scale – without losing the mission.

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Merushka Chetty

Peter Piluk – Programmer Turned CFO Reveals Why Most ERPs Fail 

In this episode, James sits down with Peter Piluk, a fractional CFO with a programmer’s mindset, to unpack what really matters in ERP rollouts, how just-in-time thinking rescued a niche manufacturing service during COVID supply shocks, and why every owner should build a company that’s sale-ready – even if you never plan to sell. They also touch on Canada–U.S. tariff chatter, running a firm with your spouse, and Peter’s “how, not no” approach to client problems.

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Merushka Chetty

Stuart Jamieson – CFO Discovers $50M Fraud

James Kennedy sits down with Stuart Jamieson, founder/partner at Unbridled Advisory, for a globe-spanning tour of “special ops” finance: Big Eight audit beginnings, 120+ acquisitions, PE carve-ups, shutting union plants the right way, sniffing out accrual games that fake EBITDA, outsourcing production to Asia, and even steering a taxi-medallion liquidation after a buyer’s shocking murder (yes – the same killer later caught after Versace). Stuart also shares lessons from a productivity-challenged Spain assignment, a hurricane-leveled BVI venture he tried to rebuild, and how he now helps founders with CFO services, M&A prep, and capital raises – without broker-dealer baggage.

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Merushka Chetty

Iberly Abreu – Inside Turks and Caicos: How Resort Purchasing Really Works

In this episode, James Kennedy chats with Iberly Abreu, Purchasing Manager at South Bank (part of Grace Bay Resorts, Turks & Caicos). Iberly shares her path from FedEx and hotel operations to running purchasing for a luxury, guest-obsessed island resort. We dig into import-dependent supply chains, inventory discipline, and the realities of sourcing everything from linens to last-minute kosher items – plus how ProcurementExpress.com streamlines approvals, budgets, CapEx, and contingency spend in a fast-moving hospitality environment.

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