Success Stories

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

Procurement Express and UNICEF Celebrate a Decade of Partnership, Cementing Highest Standards of Control and Global Efficiency

DUBLIN, IRELAND – Procurement Express and UNICEF are proudly celebrating more than 10 years of

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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Carolina Aponte – Venezuelan Immigrant’s Rise to Top CFO Success

In this episode, James Kennedy sits down with Carolina Aponte – fractional CFO, founder, and co-host of the Breaking Even Better podcast – to trace her journey from teen tour guide in Venezuela to award-winning North Carolina business owner. Carolina shares how she arrived in the U.S. at 20 without a high school diploma, juggled three jobs to survive, and used night classes plus on-the-job learning to climb from receptionist to controller and ultimately firm owner.

They unpack what a great controller actually does, how finance leaders can influence (but not control!) CEOs, and why relationships, resilience, and “improv” are just as important as debits and credits. Carolina also talks about helping more than 10 clients break the $1M revenue barrier and how her team-based model delivers 90%+ client retention.

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Nick Bilotta – The Medieval Accounting Trick That Still Works Today

In this episode, James Kennedy sits down with Nick Bilotta, Founder of Bilotta & Co. CPAs, to explore two powerful concepts often misunderstood in the accounting world: fund accounting and financial storytelling. Nick shares why fund accounting – often dismissed as an “old-school” practice – is becoming more relevant than ever for nonprofits, contractors, and organizations that need transparency, donor confidence, and better decision-making. He also breaks down how great accountants don’t just report numbers – they translate financials into narratives that inspire trust, secure funding, and shape an organization’s future. From motorcycle technician to SEC reporting leader to firm owner, Nick’s unconventional journey gives him a unique perspective on the role of modern CPAs, fractional CFOs, and the importance of clarity in financial communication.

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Andy Mellor – The Truth About Fractional CFOs

In this episode, James Kennedy sits down with UK-based portfolio CFO Andy Mellor, founder of Summit17, to tackle a controversial question: what actually makes a “real” fractional CFO? Drawing on Andy’s journey from big corporate finance to PE-backed gym chains and nursery groups, through to running his own packed portfolio practice, they unpack how to separate serious CFOs from title-only pretenders, why great financial models should drive day-to-day decisions (not gather dust in Excel), and how fractional CFOs can build real equity instead of just selling hours. Along the way, Andy shares a live MBO case study where a retiring partner was bought out without private equity and how smart forecasting and cash planning made it possible.

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