Executive Summary A rapidly growing multi-location care organization successfully implemented a comprehensive procurement management solution to centralize operations across six facilities, with plans to scale
Growing companies face a unique procurement challenge. They’re too large for spreadsheets but too small for enterprise software that costs more than their annual coffee
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.
James Kennedy sits down with Donny Mashiach, founder of Warrior GP, to unpack how he’s importing an investment-banking “deal team” model into the fractional CFO world. Donny shares how he consistently closes prospects with a pre-work, presentation-led pitch, how he aligns incentives so everyone wins, and a concrete case study where he unlocked $750k of cash by fixing inventory turns at an eCommerce retailer. They also touch on walking away from “wrong” venture terms, seasonality planning, and why founders should expect their exit to feel personal – and stressful.
James Kennedy sits down with Devin O’Brien, co-founder of Kordis.io, to explore how productized services are reshaping the world of fractional CFOs. Devin shares his journey from Penn State finance graduate to KPMG M&A associate, and how he made the leap from corporate deals to building a high-growth financial services firm. They dive into cleaning up chaotic startup books, implementing spend control, and why real-time financial collaboration beats traditional reporting.
Why We Brought Grant Leaders Together Securing grants is tough enough; doing it sustainably – without burning out teams or chasing low-value projects – is
Today, James sits down with Sarah Philabaum from BuildYourBooks.com.
They dive into the financial ins and outs of running a successful coffee shop, from managing cash flow to navigating tricky budgeting decisions. Sarah shares her journey in supporting small business owners through bookkeeping and CFO services, and offers practical advice backed by real-world experience.
Don’t miss Sarah’s exclusive cash flow spreadsheet – created just for podcast listeners – and her game-changing insights for coffee shop owners looking to thrive in a competitive market!
In this episode of the Gross Profit Podcast, James engages in a compelling conversation with Jane Kiatkina from Modo Finance.
They explore Jane’s dynamic journey from being an intern in finance to founding an agency specializing in providing fractional CFO services to startups. Jane shares her hands-on experiences dealing with various aspects of finance, including accounts receivable, financial planning and analysis, and the challenges of budgeting in fast-growing companies.
Tune in for insightful anecdotes and practical advice for navigating the financial complexities of startups.
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.
