ProCFO partners are expert financial officers, experienced across industries, verticals, specializations and situations.

Our innovative and exclusive FGC Financial Flywheel is a framework for financial management and growth that helps your company deliver systematic, sustainable, and scalable results.

Learn more

WHO WE SERVE

Service
business

technology
company

family
business

manufacturing
start-up

growing
business

PUTTING YOUR FINANCIAL
PICTURE IN CONTEXT

Across six focus areas, we collaborate with you on where attention is needed first, and
most. Our comprehensive perspective helps you optimize the key relationships
between financial functions in your business.

GOALS & STRATEGY
  • Strategic Planning
  • Pro Forma Projections
  • Annual Planning
  • Performance Improvement
  • Mergers & Acquisitions
  • Exit & Succession Planning
Learn more
Revenue Model
  • Revenue Growth
  • Sales Projections
  • Growth Profit Analysis
  • Compensation Planning
  • Customer Profitability
  • Turnaround Management
Learn more
SYSTEMS & PROCESSES
  • Financial Operations
  • Internal Systems & Controls
  • Legal & Compliance
  • Tax Planning
  • Accounting Software
  • Banking
Learn more
REPORTING
  • Income Statement
  • Balance Sheet
  • Statement of Cash Flows
  • Budgets
  • Forecasting
  • KPIs/Metrics
Learn more
cash management
  • Funding & Investment Sources
  • Current Cash Position
  • 13-week Cash Projections
  • Accounts Receivable & Collections
  • Cost Reduction
  • Supplier Management
Learn more
profit improvement
  • Profitability Analysis
  • Pricing model
  • Gross Margin Improvement
  • Cost Management
  • Break-Even Analysis
  • Net Profit Growth
Learn more
GOALS & STRATEGY
  • Strategic Planning
  • Pro Forma Projections
  • Annual Planning
  • Performance Improvement
  • Mergers & Acquisitions
  • Exit & Succession Planning
Learn more
Revenue Model
  • Revenue Growth
  • Sales Projections
  • Growth Profit Analysis
  • Compensation Planning
  • Customer Profitability
  • Turnaround Management
Learn more
SYSTEMS & PROCESSES
  • Financial Operations
  • Internal Systems & Controls
  • Legal & Compliance
  • Tax Planning
  • Accounting Software
  • Banking
Learn more
REPORTING
  • Income Statement
  • Balance Sheet
  • Statement of Cash Flows
  • Budgets
  • Forecasting
  • KPIs/Metrics
Learn more
cash management
  • Funding & Investment Sources
  • Current Cash Position
  • 13-week Cash Projections
  • Accounts Receivable & Collections
  • Cost Reduction
  • Supplier Management
Learn more
profit improvement
  • Profitability Analysis
  • Pricing model
  • Gross Margin Improvement
  • Cost Management
  • Break-Even Analysis
  • Net Profit Growth
Learn more

HOW IT WORKS

1. WHERE YOU WANT TO GO

We don’t start with reports and statements. We start with you. Insightful conversations to understand your values and vision.

2. HOW YOU CAN GET THERE

Expert analysis reveals what you you need to start and stop doing to overcome issues and achieve new goals. Learn to identify the source and resolve symptoms to underperformance.

3. WHAT IT TAKES TO IMPROVE PERFORMANCE

Our focus on relationships combines with our innovative approach to go beyond problem-solving and delivers sustainable, repeatable results.

CLIENT SUCCESS STORIES

WHAT OUR CLIENTS SAY

Business models are all about assumptions. Most people make their assumptions and then believe them. And that’s a dangerous thing to do. It was really good to have somebody come in and challenge our assumptions....

Read more
John Carr CEO & Managing Partner, DeSpir Logistics Network

Our CFO from ProCFO Partners has been extremely valuable in putting this all together because things are moving so fast with our company....

Read more
Harold Leuken CEO, Starlite Media

MEET OUR TEAM

Get to Know Your ProCFO

CFO | Principal
Stephanie Parker

Expertise: Leadership, Change Management, Financial and Operational Expertise

Read More
CFO | Principal
Tim Domini

Expertise: Not For Profit

Read More
CFO | Principal
Samuel Heller

Expertise: Provider Healthcare, Cash Management, Investments

Read More
CFO | Principal
Todd Sloan

Expertise: Finance, business operations, corporate development, investor relations, legal and business affairs and all aspects of administration

Read More
CFO | Principal
Joan Lavis

Expertise: Business divestitures, and debt and equity financings.

Read More
CFO | Principal
Melanie A. Shaw

Expertise: Financial, Operational, and Leadership expertise.

Read More
CFO | Principal
Francois X. Lamy

Expertise: LVMH Luxury Consumer Goods public Group. Sales growth, profitability and cash-flow.

Read More
CFO | Principal
Thomas McNiff

Expertise: Reporting, Budgeting & Forecasting, Business Development, Cost Accounting, Systems implementations, Sarbanes-Oxley documentation, AP, AR, PR, HR, Benefits, Banking, Insurance, and Taxation.

Read More
CFO | Principal
Jeffrey Wollman

Expertise: Accounts Receivable Management (Commercial and Consumer Debt Collection), Retail Banking, Retail Financial Services, and Hotel Investments and Management. Non-Profit Financial roles as a volunteer for numerous community and recreational organizations.

Read More
CFO | Principal
Brian Fern

Expertise: Hedge funds, private equity funds, institutional managed accounts, High Net Worth clientele, Senior Product Controller for the Real Estate, Credit Capital Markets, and Investment Banking departments.

Read More
CFO | Principal
Marty Latman

Expertise: Financial Reporting, Organization Turnaround Specialist, Mentoring, Imports and Exports.

Read More
CFO | Principal
Tom Kenter

Expertise: Finance, business improvement, business strategy, change management, cost reduction, cash generation, and risk management.

Read More
CFO | Principal
Jeff Wheatley

Expertise: M&A, strategic and operational planning and analysis, business turnarounds, capital raising, cost reduction, profit improvement, and Board of Director reporting.

Read More
CFO | Principal
Tony Spina

Expertise: Acquisitions and integrations. Establishing fiscal and operational performance measures.

Read More
CFO | Principal
Tom Sherman

Expertise: Financial restructurings. M&A strategies.

Read More
CFO | Principal
Carlos Sava

Expertise: Strategic planning, financial reporting and forecasting, cash flow management, team development, and M&A.

Read More
CFO | Principal
Kathleen Reynolds

Expertise: Financial Services (Goldman Sachs), acquisition valuation and integration, ERP, financial reporting, metrics and KPIs.

Read More
CFO | Principal
Gerry Quinn

Expertise: Process optimization, change management, lean manufacturing, Six Sigma, project management, and team building.

Read More
CFO | Principal
John Martin

Expertise: Financing, strategic planning, revenue growth for public and private companies.

Read More
CFO | Principal
Jeffrey D. Franklin

Expertise: Treasury and cash management functions, as well as management over the A/R, Credit, A/P, P/R, Accounting, HR, benefits, banking, insurance, risk, and IT development areas.

Read More
CFO | Principal
Michael Durney

Expertise: Diversification of offerings, rebranding, reorganization, financial restructuring, sale of a business, acquisitions, and a public offering.

Read More
Managing Director | CFO
Rashid Khan

Expertise: Financial Reporting & Planning, Strategic Business Growth, Process Improvement, Employee Development and ERP systems assessment and implementation.

Read More
Principal
Raji Kalra

Expertise: Improving operations, impacting business growth and maximizing profits through cash management, strategic planning, systems development, creating processing efficiencies, and business restructuring.

Read More
CFO | Principal
Stacey Frye

Expertise: Improving operations, impacting business growth and maximizing profits through cash management, strategic planning, systems development, creating processing efficiencies, and business restructuring.

Read More
CFO | Principal
Byron Kanaley

Expertise: Improving operations, impacting business growth and maximizing profits through cash management, strategic planning, systems development, creating processing efficiencies, and business restructuring.

Read More
CFO | Principal
Dan Bartley

Expertise: Improving operations, impacting business growth and maximizing profits through cash management, strategic planning, systems development, creating processing efficiencies, and business restructuring.

Read More
CFO | Principal
Pat Arcardipane

Expertise: Improving operations, impacting business growth and maximizing profits through cash management, strategic planning, systems development, creating processing efficiencies, and business restructuring.

Read More
Managing Director | CFO
Brian Raphael

Expertise: Improving operations, impacting business growth and maximizing profits through cash management, strategic planning, systems development, creating processing efficiencies, and business restructuring.

Read More

PROCFO PARTNERS
CAN HELP

  • Schedule a one-on-one
  • Explore your own FGC FINANCIAL FLYWHEEL™ with us
  • No pressure. No hassles. Just help.
SCHEDULE MY ONE-ON-ONE

15+
years of experience as CFO

A PART-TIME CFO WITH ALL-TIME COMMITMENT

With ProCFO Partners, we invest in you with a committed, experienced CFO that’s networked with dozens of our partners, putting a wide array of talent to work just for you. Your investment with us is a fraction of what you’d pay for a full-time CFO. We can easily lead, support, or integrate into your existing teams and processes for instant impact.

Learn about us
LISTEN OUR PODCASTS

Subscribe to Create The Next wherever you get your podcasts, including

DOWNLOAD YOUR FREE CASH FLOW FORECAST