Transforming Manual Processes into Automated Workflows for Mission-Critical Organizations Executive Summary A multi-location humanitarian organization with 60+ employees was struggling with fragmented procurement processes that
Executive Summary A growing healthcare management services organization with multiple clinical locations successfully implemented ProcurementExpress to centralize procurement operations, ensure regulatory compliance, and gain real-time
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.
The Challenge: Growing Pains Hit Procurement Hard A rapidly expanding UK sofa retailer with 25 showrooms faced a familiar growth challenge – their procurement processes
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.
In this episode, James Kennedy sits down with Scott Geller, CEO of Path Predict LLC and fractional CFO, to unpack the nuts and bolts of running and scaling staffing firms. Scott explains why staffing is really two sales pipelines (candidates and clients), how cash flow can get crushed by weekly payrolls and 30–90 day receivables, and the practical levers owners can pull – pricing, margins, funding – to stay liquid and grow. He also shares a venture story: guiding a COVID-era sports-tech startup past a so-so VC offer to a stronger strategic exit by building runway, discipline, and options.
In this episode of The Gross Profit Podcast, James interviews Philip Knowles from Apini Consulting to explore the world of junior mining.
They discuss the roles and risks involved in junior mining, the importance of fractional CFO services, and how funding is critical for exploration and development.
Philip shares insights on cost control, building relationships, and navigating the complex processes of licensing and listing on stock exchanges. Tune in for some deep insight on the intricacies of the junior mining industry and the strategies for financial success.
In this insightful episode of the Gross Profit Podcast, we sit down with Leonard Fom from FinOps Squad to explore the transformative power of a fractional CFO. Leonard shares a compelling story of how he helped a business restructure its debts, leverage its network for investment, and move from stagnation to expansion.
We also delve into Leonard’s experience at the World Finance Forum, discussing the latest trends in AI and the evolving role of finance leaders. Don’t miss Leonard’s inspiring journey and the practical strategies he shares for driving business success.
In the latest episode of the Gross Profit Podcast, host James Kennedy sits down with Elisabeth Sabin, Fractional CFO.
Elisabeth flips the script on James, talking to him about his path to Procurement Express, and shares valuable insights into what it takes to be a great CFO.
