Success Stories

Addressing Complex Construction Procurement Challenges

ProcurementExpress Partners with Tate Engineering to Streamline Multi-Project Construction Procurement Leading construction management firm implements

Success Story: UK Sofa Retailer Transforms Multi-Location Procurement

The Challenge: Growing Pains Hit Procurement Hard A rapidly expanding UK sofa retailer with 25

ProcurementExpress Partners with Echo Seismic to Modernize Multi-Project Procurement Operations

Leading B2B Procurement Platform Supports Seismic Services Company’s Digital Transformation Initiative ProcurementExpress, the procurement technology

Articles

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From Healthcare Analytics to Fractional CFO Founder

Tiffany Vogel didn’t follow the standard path of a fractional CFO. After cut her teeth

Grant Manager Mastermind Recap: Turning Funding Pressure into Strategic Opportunity

Why We Brought Grant Leaders Together Securing grants is tough enough; doing it sustainably –

From Ledgers to Launchpads: Jason Andrews’ Journey from Finance to Marketing

In this enlightening episode of The Gross Profit Podcast, host James Kennedy chats with Jason

Case Studies

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Case Study: How a Growing Recycling Company Transformed Remote Team Procurement

When distributed sales teams and manual invoice processing create operational bottlenecks across multiple facilities The

Biotech Company Streamlines Research Procurement After Workforce Reduction

A biotech research company successfully re-implemented a comprehensive procurement management system following a significant workforce

Multi-Property Hospitality Group Streamlines Procurement Operations

A regional hospitality group operating four hotel properties successfully transformed their disorganized procurement processes by

Podcasts

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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.

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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.

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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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