What would happen if every employee in your company understood how the business makes money and how their work impacts the bottom line? That’s the promise of Open Book Management, a powerful approach that transforms financial transparency into a culture of shared ownership, accountability, and innovation.

In this episode, Steve Baker of The Great Game of Business joins ProCFO Vaughn Henson to explore how Open Book Management redefines how companies communicate, operate, and grow. Together, they share real-world examples of frontline employees solving problems, improving profitability, and sparking innovation - all because they were invited to understand the numbers behind the business.

We explore why financial literacy is a leadership responsibility, how CFOs can play a strategic role in cultural transformation, and how even the smallest idea can lead to significant savings and impact.

What shifts when every person on your team starts thinking like an owner? This conversation offers a compelling vision of what’s possible when you open the books and open the door to something bigger.

Featuring Steve Baker and Vaughn Henson.

Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Getting to $1M in revenue is proof of concept for many founders. Reaching $3M feels like momentum. But somewhere between $3M and $10M, growth stalls - and pushing harder stops working.

In this episode, ProCFO Cruz Gamboa breaks down what it really takes to scale beyond $10M. From shifting the founder’s mindset to building execution rhythms and aligning your financial strategy, Cruz shares what separates companies that grow from those that plateau.

We explore the stages of business growth, why letting go of control is essential, and how poor financial alignment can turn sales success into a cash crisis. Plus Cruz explains why a strategic CFO is your partner in connecting vision to viability.

If you’re stuck in the messy middle or eyeing your next level, this conversation is essential for climbing the $10M wall.

Featuring Cruz Gamboa

Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Franchising offers a structured path to business ownership that can be right for many entrepreneurs, but success isn’t as simple as following a playbook. Choosing the right franchise, market, and financial strategy is the difference between a thriving business and an expensive lesson.

In this episode, ProCFO Steve Berlin shares his perspective and experience on what makes franchising work and where many franchisees go wrong. From understanding market dynamics beyond demographic data to the real role of a franchisor, we explore the key factors that determine success. With expertise as a franchisee and a CFO, Steve explains why financial planning, adaptability, and an exit strategy should be part of your thinking before you invest, not after.

Whether you’re thinking about franchising for the first time or just want to refine your approach, this episode pulls back the curtain on the fundamentals, the friction, and the financial realities of franchising.

Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

A family business carries more than just its name into the future. It carries legacy, culture, and the responsibility to evolve without losing its identity. For brother Jason and Keith Lavitt, co-CEOs of Lavitt Group, this balance has been at the core of their leadership. But as the company grew more complex, so did its financial and operational needs. When an unexpected CFO vacancy created a leadership gap, they knew they needed the right partner - somebody to manage the numbers, sure, but someone who could understand their business at its core.

In this episode, we share the Client Story of Lavitt Group and how ProCFO Kathleen Reynolds became an essential part of their leadership team. Jason and Keith discuss the unique challenges of running a third-generation business, the cultural values that drive their decision-making, and how Kathleen’s expertise has helped them streamline financial operations, improve forecasting, and align strategy with their long-term vision.

Through automation, process improvement, strategic insights and more, Kathleen has helped Lavitt Group adapt to industry shifts and refine their business model while maintaining the family-driven culture that defines them. If you’re a business leader balancing growth, tradition, and the need for financial direction, this episode offers a valuable look at what’s possible with the right CFO partnership. Featuring Jason Lavitt, Keith Lavitt, and Kathleen Reynolds.

Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

“Fractional is just a means of delivery. Leadership is what matters.” That’s how Nelson Tepfer, CEO of ProCFO Partners, reframes the conversation around fractional leadership. Too often, businesses misunderstand the true role of a fractional executive, seeing them as a temporary fix rather than a strategic leader embedded in growth.

In this episode, we explore the friction of fractional - why some businesses struggle with the model, what separates impactful fractional leaders from transactional consultants, and how the right approach can fuel lasting success. Nelson shares stories of companies that have scaled exponentially with a fractional leadership team and unpacks the fundamental factors that determine fit beyond just industry experience.

If your business is hesitating on fractional leadership for the wrong reasons, focusing too much on titles and not enough on impact, this episode challenges the misconceptions, explores the future of fractional leadership, and reveals what makes this model a growth accelerator, not a stopgap solution. Featuring Nelson Tepfer.

Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

What happens next when a key financial leader leaves unexpectedly, a high-stakes transition is underway, or a business is growing too fast for its current financial structure? The need for strong leadership doesn’t stop just because a CFO departs or because your business is in flux. That’s why ProCFO Partners is excited to launch a new Interim CFO Service—providing expert financial leadership exactly when and where it’s needed most.

In this episode, CEO Nelson Tepfer introduces this exciting expansion of ProCFO Partners’ services, explaining why businesses in transition—planned or unexpected—need more than a short-term solution. Interim CFOs step in with theexpertise and leadership to stabilize operations, maintain momentum, and prepare companies for their next chapter.

Who needs an Interim CFO?

• Businesses facing an unexpected CFO departure—from resignations to leadership changes.
• Companies going through M&A, integrations, or restructuring that require financial oversight.
• Organizations realizing they don’t need a full-time CFO after all—but still need expert guidance.
• Businesses in high-growth phases that need deeper financial strategy before hiring long-term.
• Leadership teams managing temporary gaps (such as parental leave or extended absences).

Unlike traditional fractional CFO services, which provide strategic guidance on a part-time basis, an interim CFO is fully embedded in the business, working side by side with leadership to keep everything running smoothly. And just like ProCFO Partners’ signature approach to fractional CFO placements, interim CFOs are carefully matched to each organization’s unique needs, industry, and situation.

Whether facing an urgent leadership gap or planning for a structured transition, ProCFO Partners helps you find the right financial leadership at the right time, providing peace of mind on business continuity, consistency, and confidence.

Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Are you prepared for what's next, or are you leaving it to chance? Every business owner exits their business eventually—on their own terms or someone else's. But how do you plan for an exit that aligns with your goals, whether it's retiring, transitioning leadership to family, or selling for maximum value?

In this episode, Nelson Tepfer, CEO of ProCFO Partners, guides us through some essential strategies every business owner needs to consider when thinking about exit and succession planning. From the growing interest in legacy and monetization among aging business owners to the importance of proactive financial systems, Nelson shares how a well-prepared business can command higher valuations and smoother transitions.

Learn why CFOs play a pivotal role in preparing businesses for sale, how strong reporting and operational systems impact valuation, and the often-overlooked emotional dynamics of exit planning. Nelson also shares real-world stories of businesses that reaped the benefits of early preparation—and those that suffered from waiting too long.

Are you running your business like you might sell it one day? What's your plan if you're approached by a buyer tomorrow? Join us for practical guidance and expert advice that will help you take control of your business's future, whether you're ready to exit now or want to set the stage for what's Next. Featuring Nelson Tepfer.

Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.

Imagine hiking through the mountains and the map you have shows only key landmarks dotted across the route. No paths or trails are indicated; you just have a vague idea to head in that general direction to reach that particular destination.

To many of us, that's how financial reports feel. There's a lot of valuable information in there somewhere, but no clear path to turn those numbers into insight. In this episode, Haleh Fardi, Chief Visionary Officer at ProCFO Partners, introduces ProCFO Reports, a transformative tool to bring clarity and confidence to make smarter decisions faster.

Haleh explains how ProCFO Reports extends the expertise of ProCFO Partners, giving leaders the insights they need to see what's happening in their business. ProCFO Reports goes farther and deeper than just financial statements, transforming data into foresight and combining key metrics like cash flow and sales trends into meaningful, strategic actions.

Haleh challenges: "Next time you look at your financial reports, ask yourself: What are you looking for, and what are you doing with that information? ProCFO Reports answers those questions." If you've ever wondered what your financial reports are really telling you—or struggled to act on them—this episode offers fresh perspectives and practical solutions. Featuring Haleh Fardi.

Create The Next is delivered to you from ProCFO Partners. Every week, we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context. ProCFO Partners are expert financial officers networked across industries, verticals, specializations and situations. Fulfilling the role of a part-time CFO with all-time commitment, ProCFO Partners utilizes the innovative and exclusive FGC Financial Flywheel as a framework that creates momentum to drive your financial functions for sustainable success. Visit procfopartners.com to explore how we can implement a systematic and scalable financial system to help you achieve your goal.