Knowledge Hub

Our Knowledge Hub page is your go-to resource for videos and blogs across key business categories. Dive in to discover expert perspectives, actionable strategies, and industry-specific insights to empower your business growth.

Profit Improvement

Goals & Strategies

Leadership

Revenue Model

Reporting

Cash Management

Systems & Processes

Knowledge Hub

Videos

Knowledge Hub

Create The Next is delivered to you from ProCFO Partners, where every week we explore strategies and ideas for financial management and growth to help today’s businesses put their financial picture in context.

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Guest Podcasts

Check out our CFO's as a featured guests, panelists and experts.

Ventures & Visionaries
Navigating Financial Waters with Nelson Tepfer
BADASS BYTES – “FIGURE IT THE FLIP OUT”
Sixense strategy
HUMAN CAPITAL – THE ASSET NOT ON YOUR BALANCE SHEET
WORKING WITH PEOPLE PODCAST BY PAVESTEP
HOW TO BREAK THROUGH THE CEILING WITH A FRACTIONAL CFO – INTERVIEW WITH NELSON TEPFER
WIN-WIN – AN ENTREPRENEURIAL COMMUNITY
IMPROVING CASH FLOW WORKSHOP
SUPPORTING STRATEGIES
Resiliency & Empowerment Seminar Today
GANZ STRATEGIC SOLUTIONS
Make the Decision: Clarity, Consensus and Confidence
VENDUX
How a Part Time CFO Can Help a Business Owner Maximize Value When Selling, Part 1
OSAGE ADVISORS, LLC
How Do You Acquire Referral Partnerships?
MARKETING ON MARS
Parrels Advisory
Edge of Cinema - Stories from the Top Podcast
My Mentor Ryan Walter
The End in Mind: Personal Development for Entrepreneurs
The Meaningful Communication Show
What does a fractional CFO do? Money & more. We explore this with Nelson Tepfer (ProCFO Partners)
The Practical Wealth Show
Building a Future-Proof Business Blueprint with Ryan Walter
Executive Leaders Radio
Ryan Walter

Profit Improvement

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How Lindberg & Ripple Transformed Their Business with ProCFO Partners

How Lindberg & Ripple Transformed Their Business with ProCFO Partners

In this guest blog, COO Nancy Shepard shares Lindberg & Ripple's journey of transformation and how partnering with ProCFO Partners—specifically with CFO Charu Bahl—helped them streamline processes, enhance cost efficiency, and build a strong financial foundation. Discover how strategic financial leadership can redefine success and set the stage for sustainable growth.

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Six Methods Fractional CFOs Use to Drive Profit Improvement by Aligning Financial Goals with Business Strategy

Six Methods Fractional CFOs Use to Drive Profit Improvement by Aligning Financial Goals with Business Strategy

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Explore essential financial levers for profitability. Learn how to navigate sales, COGS, and operational metrics to improve your business's financial health. ProCFO Partners post

Essential Financial Levers for Profitability

Essential Financial Levers for Profitability

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Goals & Strategies

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Six Ways Operational Finance Enhances the Customer Experience

Six Ways Operational Finance Enhances the Customer Experience

Six Ways Operational Finance Enhances the Customer Experience

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Ensure a smooth transition and maximize value with smart succession planning. Learn how to prepare your business for a successful exit.

Run Your Business Like You’ll Sell It: Why Succession Planning Starts Now

Run Your Business Like You’ll Sell It: Why Succession Planning Starts Now

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Discover what to focus on in 2025, from cash flow and revenue models to simplifying KPIs. Practical insights to strengthen your financial strategy

Where to Focus Now and Next Going Into 2025

Where to Focus Now and Next Going Into 2025

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Leadership

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How Fractional CFOs Can Help Entrepreneurs Prepare for Retirement

How Fractional CFOs Can Help Entrepreneurs Prepare for Retirement

How Fractional CFOs Can Help Entrepreneurs Prepare for Retirement

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Learn why many businesses struggle with fractional leadership, not because of the model itself, but due to misaligned expectations and poor implementation.

The Friction of Fractional: Business Beyond the Delivery Method

The Friction of Fractional: Business Beyond the Delivery Method

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Ensure a smooth transition and maximize value with smart succession planning. Learn how to prepare your business for a successful exit.

Run Your Business Like You’ll Sell It: Why Succession Planning Starts Now

Run Your Business Like You’ll Sell It: Why Succession Planning Starts Now

Watch/ Listen

Revenue Model

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Learn how to scale to $10M by shifting your mindset, aligning strategy and finance, and building systems that support sustainable growth.

How to Scale Your Company to $10M and Beyond

How to Scale Your Company to $10M and Beyond

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Franchising offers opportunity—but not without risk. Learn key factors like market fit, financial strategy, and adaptability before you invest.

The Friction and Fundamentals of Franchising

The Friction and Fundamentals of Franchising

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The Hidden Drift: Does Your Business Model Match Your Reality?

The Hidden Drift: Does Your Business Model Match Your Reality?

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Reporting

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Discover how ProCFO Reports transforms financial reporting into actionable insights, helping leaders make smarter, data-driven decisions.

Turning Data into Decisions: ProCFO Reports and What The Numbers Really Mean

Turning Data into Decisions: ProCFO Reports and What The Numbers Really Mean

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Revenue forecasting blog post from ProCFO Partners

The Art & Science of Revenue Forecasting

The Art & Science of Revenue Forecasting

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Mastering the Month Closing from ProCFO Partners

Mastering the Month Closing

Mastering the Month Closing

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Cash Management

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Cash Flow Warning Signs Every Business Owner Must Watch

Cash Flow Warning Signs Every Business Owner Must Watch

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Five Hidden Costs of Rapid Scaling (and How to Avoid Them)

Five Hidden Costs of Rapid Scaling (and How to Avoid Them)

Five Hidden Costs of Rapid Scaling (and How to Avoid Them)

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Finance helps fuel business growth from ProCFO Partners

Beyond the Balance Sheet: How Finance Fuels Business Growth

Beyond the Balance Sheet: How Finance Fuels Business Growth

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Systems & Processes

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Six Ways Operational Finance Enhances the Customer Experience

Six Ways Operational Finance Enhances the Customer Experience

Six Ways Operational Finance Enhances the Customer Experience

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Why Every Business Needs a Financial Dashboard

Why Every Business Needs a Financial Dashboard

Why Every Business Needs a Financial Dashboard

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Learn how to choose the right ERP system for your business. Discover key steps to align your ERP with financial goals and ensure successful implementation.

Choosing and Implementing the Right ERP System for Your Business

Choosing and Implementing the Right ERP System for Your Business

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Knowledge Hub

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Cash Flow Optimization: Best Practices and Competitive Insights

Cash Flow Optimization: Best Practices and Competitive Insights

Cash Flow Optimization: Best Practices and Competitive Insights

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Building a Creative Compensation Plan: 5 Ways to Attract and Retain Top Talent

Building a Creative Compensation Plan: 5 Ways to Attract and Retain Top Talent

Building a Creative Compensation Plan: 5 Ways to Attract and Retain Top Talent

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Optimizing Operational Finance: Strategies for Efficiency and Growth

Optimizing Operational Finance: Strategies for Efficiency and Growth

Optimizing Operational Finance: Strategies for Efficiency and Growth

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