Executive Summary A growing small business successfully transitioned from paper-based procurement processes to a comprehensive digital procurement management system. The implementation addressed key challenges including
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
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).
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.
The construction industry manages some of the most complex procurement operations in any sector. Between multi-million dollar projects, thousands of suppliers, mobile workforces, and tight
Manufacturing companies face unique procurement challenges that office-based businesses simply don’t encounter. From managing complex supplier relationships to handling urgent on-site purchase requests, traditional paper-based
Why growing retail chains are ditching spreadsheets for automated procurement systems that scale with their business The furniture retail industry has experienced unprecedented growth since
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.
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.
