Fractional CFO Services - ProCFO Partners

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Our comprehensive perspective helps you optimize the key relationships<br /> between financial functions in your business. </p> </div> <div class="showDesk"> <div class="row"> <div class="col-md-12 col-lg-4 finBlock wow animate__animated animate__fadeInUp" data-wow-delay="0s" > <div class="finInner"> <a href="http://procfopartners.com/goals-strategies/" class="allHover" target="" ></a> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/11/goals.svg" alt=""> </div> <h6>GOALS & STRATEGY</h6> <ul> <li>Strategic Planning</li> <li>Pro Forma Projections</li> <li>Annual Planning</li> <li>Performance Improvement</li> <li>Mergers & Acquisitions</li> <li>Exit & Succession Planning</li> </ul> <a href="http://procfopartners.com/goals-strategies/" class="btnAction" target="" > <span> <span class="icon-btnarrow"></span> Learn more </span> </a> </div> </div> <div class="col-md-12 col-lg-4 finBlock wow animate__animated animate__fadeInUp" data-wow-delay="0.5s" > <div 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Controls</li> <li>Legal & Compliance</li> <li>Tax Planning</li> <li>Accounting Software</li> <li>Banking</li> </ul> <a href="http://procfopartners.com/systems-processes/" class="btnAction" target="" > <span> <span class="icon-btnarrow"></span> Learn more </span> </a> </div> </div> <div class="col-md-12 col-lg-4 finBlock wow animate__animated animate__fadeInUp" data-wow-delay="1.5s" > <div class="finInner"> <a href="http://procfopartners.com/reporting/" class="allHover" target="" ></a> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/reporting.svg" alt=""> </div> <h6>REPORTING</h6> <ul> <li>Income Statement</li> <li>Balance Sheet</li> <li>Statement of Cash Flows</li> <li>Budgets</li> <li>Forecasting</li> <li>KPIs/Metrics</li> </ul> <a href="http://procfopartners.com/reporting/" class="btnAction" target="" > <span> <span class="icon-btnarrow"></span> Learn more </span> </a> </div> </div> <div class="col-md-12 col-lg-4 finBlock wow animate__animated animate__fadeInUp" data-wow-delay="2s" > <div class="finInner"> <a href="http://procfopartners.com/cash-management/" class="allHover" target="" ></a> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/cash.svg" alt=""> </div> <h6>cash management</h6> <ul> <li>Funding & Investment Sources</li> <li>Current Cash Position</li> <li>13-week Cash Projections</li> <li>Accounts Receivable & Collections</li> <li>Cost Reduction</li> <li>Supplier Management</li> </ul> <a href="http://procfopartners.com/cash-management/" class="btnAction" target="" > <span> <span class="icon-btnarrow"></span> Learn more </span> </a> </div> </div> <div class="col-md-12 col-lg-4 finBlock wow animate__animated animate__fadeInUp" data-wow-delay="2.5s" > <div class="finInner"> <a href="http://procfopartners.com/profit-improvement/" class="allHover" target="" ></a> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/profit.svg" alt=""> </div> <h6>profit improvement</h6> <ul> <li>Profitability Analysis</li> <li>Pricing model</li> <li>Gross Margin Improvement</li> <li>Cost Management</li> <li>Break-Even Analysis</li> <li>Net Profit Growth</li> </ul> <a href="http://procfopartners.com/profit-improvement/" class="btnAction" target="" > <span> <span class="icon-btnarrow"></span> Learn more </span> </a> </div> </div> </div> </div> <div class="showMobile"> <div class="finBlock"> <div class="finInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/11/goals.svg" alt=""> </div> <h6>GOALS & STRATEGY</h6> <ul> <li>Strategic Planning</li> <li>Pro Forma Projections</li> <li>Annual Planning</li> <li>Performance Improvement</li> <li>Mergers & Acquisitions</li> <li>Exit & Succession Planning</li> </ul> <a href="http://procfopartners.com/goals-strategies/" class="btnAction" target="" > <span> <span class="icon-btnarrow"></span> Learn more </span> </a> </div> </div> <div class="finBlock"> <div class="finInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/11/revenue.svg" alt=""> </div> <h6>Revenue Model</h6> <ul> <li>Revenue Growth</li> <li>Sales Projections</li> <li>Growth Profit Analysis</li> <li>Compensation Planning</li> <li>Customer Profitability</li> <li>Turnaround Management</li> </ul> <a href="http://procfopartners.com/revenue-model/" class="btnAction" target="" > <span> <span class="icon-btnarrow"></span> Learn more </span> </a> </div> </div> <div class="finBlock"> <div class="finInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/11/system.svg" alt=""> </div> <h6>SYSTEMS & PROCESSES</h6> <ul> <li>Financial Operations</li> <li>Internal Systems & Controls</li> <li>Legal & Compliance</li> <li>Tax Planning</li> <li>Accounting Software</li> <li>Banking</li> </ul> <a href="http://procfopartners.com/systems-processes/" class="btnAction" target="" > <span> <span class="icon-btnarrow"></span> Learn more </span> </a> </div> </div> <div class="finBlock"> <div class="finInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/reporting.svg" alt=""> </div> <h6>REPORTING</h6> <ul> <li>Income Statement</li> <li>Balance Sheet</li> <li>Statement of Cash Flows</li> <li>Budgets</li> <li>Forecasting</li> <li>KPIs/Metrics</li> </ul> <a href="http://procfopartners.com/reporting/" class="btnAction" target="" > <span> <span class="icon-btnarrow"></span> Learn more </span> </a> </div> </div> <div class="finBlock"> <div class="finInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/cash.svg" alt=""> </div> <h6>cash management</h6> <ul> <li>Funding & Investment Sources</li> <li>Current Cash Position</li> <li>13-week Cash Projections</li> <li>Accounts Receivable & Collections</li> <li>Cost Reduction</li> <li>Supplier Management</li> </ul> <a href="http://procfopartners.com/cash-management/" class="btnAction" target="" > <span> <span class="icon-btnarrow"></span> Learn more </span> </a> </div> </div> <div class="finBlock"> <div class="finInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/profit.svg" alt=""> </div> <h6>profit improvement</h6> <ul> <li>Profitability Analysis</li> <li>Pricing model</li> <li>Gross Margin Improvement</li> <li>Cost Management</li> <li>Break-Even Analysis</li> <li>Net Profit Growth</li> </ul> <a href="http://procfopartners.com/profit-improvement/" class="btnAction" target="" > <span> <span class="icon-btnarrow"></span> Learn more </span> </a> </div> </div> </div> <div class="btnBlock"> <a href="http://procfopartners.com/start/" class="btnAction" target="" > <span> <span class="icon-btnarrow"></span> SCHEDULE A meeting </span> </a> </div> </div> </div> <div class="howWorks"> <div class="container"> <div class="tops wow animate__animated animate__fadeInUp" data-wow-duration=2s > <h3 class="headTitle">HOW IT WORKS</h3> </div> <div class="row"> <div class="col-md-12 col-lg-4 howBlock wow animate__animated animate__fadeInUp" data-wow-delay="0s" > <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/1.png" alt=""> </div> <h6>1. WHERE YOU WANT TO GO</h6> <p> We don’t start with reports and statements. We start with you. Insightful conversations to understand your values and vision. </p> </div> <div class="col-md-12 col-lg-4 howBlock wow animate__animated animate__fadeInUp" data-wow-delay="0.8s" > <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/2.png" alt=""> </div> <h6>2. HOW YOU CAN GET THERE</h6> <p> 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. </p> </div> <div class="col-md-12 col-lg-4 howBlock wow animate__animated animate__fadeInUp" data-wow-delay="1.6s" > <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/3.png" alt=""> </div> <h6>3. WHAT IT TAKES TO IMPROVE PERFORMANCE</h6> <p> Our focus on relationships combines with our innovative approach to go beyond problem-solving and delivers sustainable, repeatable results. </p> </div> </div> </div> </div> <div class="homeVideoBlock"> <div class="container"> <div class="row"> <div class="col-md-12 col-lg-6 youtube--video--title"> <h2>CREATE THE NEXT™</h2> <div class="video--part"> <div class="epyt-video-wrapper"><iframe style="display: block; margin: 0px auto;" id="_ytid_20684" width="1140" height="600" data-origwidth="1140" data-origheight="600" data-relstop="1" src="https://www.youtube.com/embed/ntDx0o6-H0Y?enablejsapi=1&autoplay=0&cc_load_policy=0&cc_lang_pref=&iv_load_policy=1&loop=0&modestbranding=0&rel=0&fs=1&playsinline=0&autohide=2&theme=dark&color=red&controls=1&" class="__youtube_prefs__ no-lazyload" title="YouTube player" allow="fullscreen; accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen data-no-lazy="1" data-skipgform_ajax_framebjll=""></iframe></div> </div> </div> <div class="col-md-12 col-lg-6 text--part"> <h2>The Hidden Drift: Does Your Business Model Match Your Reality?</h2> <p> </p> <p>For many businesses, the business and revenue models they started with are no longer what they’re running. Over time, the day-to-day realities of operations, client demands, and market changes drift away from the original vision – and if you’re not tuned into these changes, your business will suffer. “Many people don’t review their business model regularly,” explains Haleh Fardi, Chief Visionary Officer at ProCFO Partners. This lack of review can lead to inefficiencies, misaligned teams, and profit leakage. The growing gap between vision and execution becomes a silent threat, impacting long-term success.</p> <p> </p> <p><a href="https://procfopartners.com/revenue-model/the-hidden-drift-does-your-business-model-match-your-reality/">Learn More</a></p> </div> </div> </div> </div> <div class="clients"> <div class="container"> <div class="tops wow animate__animated animate__fadeInUp" data-wow-duration=2s > <h3 class="headTitle">CLIENT SUCCESS STORIES</h3> </div> <div class="cliWrapper wow animate__animated animate__fadeInUp" data-wow-delay="0.5s" data-wow-duration=2s > <div class="cliPart slick-slide"> <div class="innerSlideFlex"> <a href="https://procfopartners.com/client-success-stories/alchemy-worx/"> <img width="300" height="42" src="https://procfopartners.com/wp-content/uploads/2022/01/alchemy-worx-logo-color-procfo-partners-client-story-300x42.png" class="attachment-medium size-medium wp-post-image" alt="Alchemy Worx logo in color" decoding="async" 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loading="lazy" srcset="https://procfopartners.com/wp-content/uploads/2021/12/victusars-logo-300x160.webp 300w, https://procfopartners.com/wp-content/uploads/2021/12/victusars-logo-768x410.webp 768w, https://procfopartners.com/wp-content/uploads/2021/12/victusars-logo.webp 940w" sizes="(max-width: 300px) 100vw, 300px" /> </a> </div> </div> </div> </div> </div> <div class="test"> <div class="container"> <div class="tops wow animate__animated animate__fadeInUp" data-wow-duration=2s > <h3 class="headTitle">WHAT OUR CLIENTS SAY</h3> </div> <div class="testSlider wow animate__animated animate__fadeInUp" data-wow-delay="0.5s" data-wow-duration=2s > <div class="testBlock slick-slide"> <p>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.<i>...</i></p> <a href="https://procfopartners.com/client-success-stories/despir-logistics/"> <span class="icon-downarrow"></span> Read more </a> <div class="bottom"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/despir-logo.png" alt=""> </div> <span class="author">John Carr</span> <span class="position">CEO & Managing Partner, DeSpir Logistics Network</span> </div> </div> <div class="testBlock slick-slide"> <p>Our CFO from ProCFO Partners has been extremely valuable in putting this all together because things are moving so fast with our company.<i>...</i></p> <a href="https://procfopartners.com/client-success-stories/starlite-media/"> <span class="icon-downarrow"></span> Read more </a> <div class="bottom"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2022/02/StarliteMediaLogoGrey.png" alt=""> </div> <span class="author">Harold Leuken</span> <span class="position">CEO, Starlite Media</span> </div> </div> </div> </div> </div> <div class="meetTeam"> <div class="container"> <div class="tops wow animate__animated animate__fadeInUp" data-wow-duration=2s > <h3 class="headTitle">MEET OUR TEAM</h3> <p class="subHeadBold">Get to Know Your ProCFO</p> </div> <div class="meetSlider"> <div class="bigSlider"> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2023/06/Tom-Morral-1-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Tom Morral</h6> <p> <strong>Expertise:</strong> Leadership, Financial and Operational Expertise, Financings, M&A/Integration activities, International Operations, Financial Reporting, Mentoring, Systems Evaluation, Public Offerings, Private Equity Environments, Development of Reporting Systems and Team Development </p> <a href="https://procfopartners.com/team/tom-morral/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2023/06/Sarah-Smigel-1-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Sarah Smigel</h6> <p> <strong>Expertise:</strong> Reporting, Budgeting, and Forecasting, Financial Planning and Analysis, Strategic Planning, Financial Shared Services, Inventory Management, Process Improvement, Team leadership and Mentoring, Consolidation and Reporting, Project Management </p> <a href="https://procfopartners.com/team/sarah-smigel/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2023/05/Ryan-Walter-Website-360x360.png" alt=""> </div> <div class="text"> <span class="position">Managing Director</span> <h6>Ryan Walter</h6> <p> <strong>Expertise:</strong> Strategic execution, cross-functional team leadership, business transformation, organizational change management, operational & process improvement, scaling, and enterprise technology/data management </p> <a href="https://procfopartners.com/team/ryan-walter/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2023/04/Jean-Evans-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Jean Evans</h6> <p> <strong>Expertise:</strong> Revenue growth planning, key metric development and analytics, process development, improving operations, impacting business growth, and maximizing profits through cash management, strategic planning, systems development, creating processing efficiencies, Exit Planning, leadership and people development </p> <a href="https://procfopartners.com/team/jean-evans/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2023/03/Jeremy-Leitzen-e1680127108677-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Jeremy Leitzen</h6> <p> <strong>Expertise:</strong> Financial Planning & Analysis, Strategic Planning, cash flow management, process optimization, team leadership and mentoring, business reorganization, systems development, metric and KPI development and tracking, and operations management, including IT, HR, and Real Estate. </p> <a href="https://procfopartners.com/team/jeremy-leitzen/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2022/09/Randy-Talcott-New-e1680127980255-360x360.png" alt=""> </div> <div class="text"> <span class="position">Managing Director</span> <h6>Randy Talcott</h6> <p> <strong>Expertise:</strong> Raising capital, business restructuring, systems development, improving processes, profitability, and improving cash flow </p> <a href="https://procfopartners.com/team/randy-talcott/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2022/08/Josefina-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Josefina Garcia</h6> <p> <strong>Expertise:</strong> Business Management, Structuring/Restructuring, Forensic Accountant, Cash Flow Management </p> <a href="https://procfopartners.com/team/josefina-garcia/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2023/11/JuanR-new-e1699655509637-360x360.png" alt=""> </div> <div class="text"> <span class="position">Managing Director</span> <h6>Juan Ramirez</h6> <p> <strong>Expertise:</strong> Strategic planning and execution, financial operations management, cross-functional team leadership, capital raising, cost reduction and profit improvement </p> <a href="https://procfopartners.com/team/juan-ramirez/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2022/06/Len-B-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Len Bernstein</h6> <p> <strong>Expertise:</strong> Import/Export Wholesale & Direct to Consumer, Retail and Distribution for Various Industries including Apparel, Gift, Restaurant, Footwear, Food & Beverage et al for all markets from Mass to Luxury </p> <a href="https://procfopartners.com/team/len-bernstein/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2022/02/Stephanie-Parker-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Stephanie Parker</h6> <p> <strong>Expertise:</strong> Leadership, Change Management, Financial and Operational Expertise </p> <a href="https://procfopartners.com/team/stephanie-parker/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2022/09/Tim-Domini-New-e1680128100123-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Tim Domini</h6> <p> <strong>Expertise:</strong> Not For Profit </p> <a href="https://procfopartners.com/team/tim-domini/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2022/09/Sam-Heller-New-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Samuel Heller</h6> <p> <strong>Expertise:</strong> Provider Healthcare, Cash Management, Investments </p> <a href="https://procfopartners.com/team/sam-heller/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/Todd-Sloan-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Todd Sloan</h6> <p> <strong>Expertise:</strong> Finance, business operations, corporate development, investor relations, legal and business affairs and all aspects of administration </p> <a href="https://procfopartners.com/team/todd-sloan/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/Joan-Lavis-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Joan Lavis</h6> <p> <strong>Expertise:</strong> Business divestitures, and debt and equity financings. </p> <a href="https://procfopartners.com/team/joan-lavis/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/Melanie-e1701110569441-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Melanie A. Shaw</h6> <p> <strong>Expertise:</strong> Financial, Operational, and Leadership expertise. </p> <a href="https://procfopartners.com/team/melanie-a-shaw/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/Tom-McNiff-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Thomas McNiff</h6> <p> <strong>Expertise:</strong> Reporting, Budgeting & Forecasting, Business Development, Cost Accounting, Systems implementations, Sarbanes-Oxley documentation, AP, AR, PR, HR, Benefits, Banking, Insurance, and Taxation. </p> <a href="https://procfopartners.com/team/thomas-mcniff/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2023/11/Marty-Latman-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Marty Latman</h6> <p> <strong>Expertise:</strong> Financial Reporting, Organization Turnaround Specialist, Mentoring, Imports and Exports. </p> <a href="https://procfopartners.com/team/marty-latman/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2023/11/Jeff-Wheatley-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Jeff Wheatley</h6> <p> <strong>Expertise:</strong> M&A, strategic and operational planning and analysis, business turnarounds, capital raising, cost reduction, profit improvement, and Board of Director reporting. </p> <a href="https://procfopartners.com/team/jeff-wheatley/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/Kathleen-Reynolds-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Kathleen Reynolds</h6> <p> <strong>Expertise:</strong> Financial Services (Goldman Sachs), acquisition valuation and integration, ERP, financial reporting, metrics and KPIs. </p> <a href="https://procfopartners.com/team/kathleen-reynolds/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/John-M-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>John Martin</h6> <p> <strong>Expertise:</strong> Financing, strategic planning, revenue growth for public and private companies. </p> <a href="https://procfopartners.com/team/john-martin/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/Jeff-Franklin-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Jeffrey D. Franklin</h6> <p> <strong>Expertise:</strong> 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. </p> <a href="https://procfopartners.com/team/jeffrey-d-franklin/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/12/michael-durney-procfopartners-part-time-cfo-360x360.jpg" alt=""> </div> <div class="text"> <span class="position">CFO | Principal</span> <h6>Michael Durney</h6> <p> <strong>Expertise:</strong> Profitability analysis, rebranding, reorganization, financial restructuring, sale of a business, acquisitions, and a public offering </p> <a href="https://procfopartners.com/team/michael-durney/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2021/11/Raji-Kalra-360x360.png" alt=""> </div> <div class="text"> <span class="position">Principal</span> <h6>Raji Kalra</h6> <p> <strong>Expertise:</strong> Improving operations, impacting business growth and maximizing profits through cash management, strategic planning, systems development, creating processing efficiencies, and business restructuring. </p> <a href="https://procfopartners.com/team/raji-kalra/" class="btnAction" target="_blank"> <span> Read More <span class="icon-btnarrow"></span> </span> </a> </div> </div> </div> <div class="bigSlides slick-slide"> <div class="slideInner"> <div class="image"> <img src="https://procfopartners.com/wp-content/uploads/2023/11/Stacey-Frye-e1701110996470-360x360.png" alt=""> </div> <div class="text"> <span class="position">CFO | 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</a> </div> </div> <span class="fly1 flyBlock"></span> <span class="fly2 flyBlock"></span> <span class="fly3 flyBlock"></span> </div> <div class="parts"> <div class="bigPart wow animate__animated animate__fadeInRight" data-wow-duration=2s; style="background:linear-gradient(0deg, rgba(17, 38, 56, 0.3), rgba(17, 38, 56, 0.3)), linear-gradient(0deg, rgba(237, 61, 43, 0.3), rgba(237, 61, 43, 0.3)), url(https://procfopartners.com/wp-content/uploads/2021/11/big-banner-1200x779.jpg) no-repeat center; background-size: cover; background-blend-mode: normal, lighten, normal; " ></div> <div class="container"> <div class="row"> <div class="col-md-12 col-lg-6"></div> <div class="col-md-12 col-lg-6 partBlcok"> <div class="innerPartBlock wow animate__animated animate__fadeInLeft" data-wow-delay="0.5s" data-wow-duration=2s > <h2>PROCFO PARTNERS<br /> CAN HELP</h2> <ul> <li>Schedule a one-on-one</li> <li>Explore your own FGC FINANCIAL FLYWHEEL™ with us</li> <li>No pressure. 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Just help.</li> </ul> <a href="https://procfopartners.com/start/" class="btnAction" target="" > <span> <span class="icon-btnarrow"></span> SCHEDULE MY ONE-ON-ONE </span> </a> </div> </div> </div> </div> </div> <div class="experts"> <div class="container"> <div class="tops wow animate__animated animate__fadeInUp" data-wow-duration=2s > <h3 class="headTitle">EXPERTISE & INSIGHTS</h3> </div> <div class="expertSlider wow animate__animated animate__fadeInUp" data-wow-delay="0.5s" data-wow-duration=2s > <div class="blogBlock slick-slide"> <div class="image"> <a href="https://procfopartners.com/leadership/the-thought-collective-how-collaboration-helps-you-create-the-next/"></a> <img src="https://procfopartners.com/wp-content/uploads/2024/10/ProCFO-YouTube-2024-1200-x-628-px-1024x536.jpg" alt=""> </div> <span class="date">Oct 23, 2024</span> <a href="https://procfopartners.com/category/goals-strategies/" class="catLink">Goals & Strategies</a> <p> <a href="https://procfopartners.com/leadership/the-thought-collective-how-collaboration-helps-you-create-the-next/">The Thought Collective: How Collaboration Helps You Create The Next</a> </p> </div> <div class="blogBlock slick-slide"> <div class="image"> <a href="https://procfopartners.com/revenue-model/the-hidden-drift-does-your-business-model-match-your-reality/"></a> <img src="https://procfopartners.com/wp-content/uploads/2024/09/Copy-of-ProCFO-YouTube-2024-1200-x-628-px-2-1024x536.jpg" alt=""> </div> <span class="date">Oct 2, 2024</span> <a href="https://procfopartners.com/category/goals-strategies/" class="catLink">Goals & Strategies</a> <p> <a href="https://procfopartners.com/revenue-model/the-hidden-drift-does-your-business-model-match-your-reality/">The Hidden Drift: Does Your Business Model Match Your Reality?</a> </p> </div> <div class="blogBlock slick-slide"> <div class="image"> <a href="https://procfopartners.com/goals-strategies/the-strategic-role-of-the-cfo-in-smes/"></a> <img src="https://procfopartners.com/wp-content/uploads/2024/06/ProCFO-Partners-06-25-2024-How-to-Navigate-the-Strategic-Role-of-CFOs-in-SMEs_feature-image-1024x536.jpg" alt=""> </div> <span class="date">Jun 27, 2024</span> <a href="https://procfopartners.com/category/goals-strategies/" class="catLink">Goals & Strategies</a> <p> <a href="https://procfopartners.com/goals-strategies/the-strategic-role-of-the-cfo-in-smes/">The Strategic Role of the CFO in SMEs</a> </p> </div> </div> <div class="morePosts"> <a href="http://procfopartners.com/blog/" class="btnAction" target="" > <span> <span class="icon-btnarrow"></span> More posts </span> </a> </div> </div> </div> <div class="parts partRight"> <div class="bigPart wow animate__animated animate__fadeInLeft" data-wow-duration=2s; style="background:linear-gradient(0deg, rgba(17, 38, 56, 0.3), rgba(17, 38, 56, 0.3)), linear-gradient(0deg, rgba(237, 61, 43, 0.3), rgba(237, 61, 43, 0.3)), url(https://procfopartners.com/wp-content/uploads/2021/11/big-banner-2.jpg) no-repeat center; background-size: cover; background-blend-mode: normal, lighten, normal; " ></div> <div class="container"> <div class="row"> <div class="col-md-12 col-lg-6 partBlcok"> <div class="innerPartBlock wow animate__animated animate__fadeInRight" data-wow-delay="0.3s" data-wow-duration=2s > <p><span style="color: #ed3d2b;">15+<br /> </span>years of experience as CFO</p> <h2>A PART-TIME CFO WITH ALL-TIME COMMITMENT</h2> <p>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. 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for='input_2_6'>Name<span class="gfield_required"><span class="gfield_required gfield_required_custom">(Required)</span></span></label><div class='ginput_container ginput_container_text'><input name='input_6' id='input_2_6' type='text' value='' class='large' tabindex='49' placeholder='Enter' aria-required="true" aria-invalid="false" /> </div></li><li id="field_2_2" class="gfield gfield--type-email gfield--input-type-email email-field gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_2" ><label class='gfield_label gform-field-label' for='input_2_2'>Email<span class="gfield_required"><span class="gfield_required gfield_required_custom">(Required)</span></span></label><div class='ginput_container ginput_container_email'> <input name='input_2' id='input_2_2' type='email' value='' class='large' tabindex='50' placeholder='example@gmail.com' aria-required="true" aria-invalid="false" /> </div></li><li id="field_2_3" class="gfield gfield--type-phone gfield--input-type-phone phone-field gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_3" ><label class='gfield_label gform-field-label' for='input_2_3'>Phone<span class="gfield_required"><span class="gfield_required gfield_required_custom">(Required)</span></span></label><div class='ginput_container ginput_container_phone'><input name='input_3' id='input_2_3' type='tel' value='' class='large' tabindex='51' placeholder='( • • • ) • • • • • • •' aria-required="true" aria-invalid="false" /></div></li><li id="field_2_7" class="gfield gfield--type-text gfield--input-type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_7" ><label class='gfield_label gform-field-label' for='input_2_7'>Message</label><div class='ginput_container ginput_container_text'><input name='input_7' id='input_2_7' type='text' value='' class='large' tabindex='52' placeholder='Sam Smith' aria-invalid="false" /> </div></li><li id="field_2_8" class="gfield gfield--type-hidden gfield--input-type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_8" ><div class='ginput_container ginput_container_text'><input name='input_8' id='input_2_8' type='hidden' class='gform_hidden' aria-invalid="false" value='https://procfopartners.com/' /></div></li><li id="field_2_9" class="gfield gfield--type-honeypot gform_validation_container field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_2_9" ><label class='gfield_label gform-field-label' for='input_2_9'>Email</label><div class='ginput_container'><input name='input_9' id='input_2_9' type='text' value='' autocomplete='new-password'/></div><div class='gfield_description' id='gfield_description_2_9'>This field is for validation purposes and should be left unchanged.</div></li></ul></div> <div class='gform_footer top_label'> <input type='submit' id='gform_submit_button_2' class='gform_button button' value='Submit' tabindex='53' onclick='if(window["gf_submitting_2"]){return false;} if( !jQuery("#gform_2")[0].checkValidity || jQuery("#gform_2")[0].checkValidity()){window["gf_submitting_2"]=true;} ' onkeypress='if( event.keyCode == 13 ){ if(window["gf_submitting_2"]){return false;} if( !jQuery("#gform_2")[0].checkValidity || jQuery("#gform_2")[0].checkValidity()){window["gf_submitting_2"]=true;} jQuery("#gform_2").trigger("submit",[true]); }' /> <input type='hidden' name='gform_ajax' value='form_id=2&title=&description=&tabindex=49&theme=legacy' /> <input type='hidden' class='gform_hidden' name='is_submit_2' value='1' /> <input type='hidden' class='gform_hidden' name='gform_submit' value='2' /> <input type='hidden' class='gform_hidden' name='gform_unique_id' value='' /> <input type='hidden' class='gform_hidden' name='state_2' value='WyJbXSIsIjUxMDVlMDk3YmI3N2UxMjRhZjcwMTdkNzMzNGE1ZjNkIl0=' /> <input type='hidden' class='gform_hidden' name='gform_target_page_number_2' id='gform_target_page_number_2' value='0' /> <input type='hidden' class='gform_hidden' name='gform_source_page_number_2' id='gform_source_page_number_2' value='1' /> <input type='hidden' name='gform_field_values' value='' /> </div> <input type="hidden" id="ct_checkjs_7f39f8317fbdb1988ef4c628eba02591" name="ct_checkjs" value="0" /><script >setTimeout(function(){var ct_input_name = "ct_checkjs_7f39f8317fbdb1988ef4c628eba02591";if (document.getElementById(ct_input_name) !== null) {var ct_input_value = document.getElementById(ct_input_name).value;document.getElementById(ct_input_name).value = document.getElementById(ct_input_name).value.replace(ct_input_value, '884261755');}}, 1000);</script><label class="apbct_special_field" id="apbct_label_id44524" for="apbct__email_id__gravity_form_44524">44524</label><input id="apbct__email_id__gravity_form_44524" class="apbct_special_field apbct__email_id__gravity_form" autocomplete="off" name="apbct__email_id__gravity_form_44524" type="text" value="44524" size="30" apbct_event_id="44524" maxlength="200" /><input id="apbct_event_id" class="apbct_special_field" name="apbct_event_id" type="hidden" value="44524" /><p style="display: none !important;" class="akismet-fields-container" data-prefix="ak_"><label>Δ<textarea name="ak_hp_textarea" cols="45" rows="8" maxlength="100"></textarea></label><input type="hidden" id="ak_js_2" name="ak_js" value="165"/><script>document.getElementById( "ak_js_2" ).setAttribute( "value", ( new Date() ).getTime() );</script></p></form> </div> <iframe style='display:none;width:0px;height:0px;' src='about:blank' name='gform_ajax_frame_2' id='gform_ajax_frame_2' title='This iframe contains the logic required to handle Ajax powered Gravity Forms.'></iframe> <script> gform.initializeOnLoaded( function() {gformInitSpinner( 2, 'https://procfopartners.com/wp-content/plugins/gravityforms/images/spinner.svg', true );jQuery('#gform_ajax_frame_2').on('load',function(){var contents = jQuery(this).contents().find('*').html();var is_postback = contents.indexOf('GF_AJAX_POSTBACK') >= 0;if(!is_postback){return;}var form_content = jQuery(this).contents().find('#gform_wrapper_2');var is_confirmation = jQuery(this).contents().find('#gform_confirmation_wrapper_2').length > 0;var is_redirect = contents.indexOf('gformRedirect(){') >= 0;var is_form = form_content.length > 0 && ! is_redirect && ! is_confirmation;var mt = parseInt(jQuery('html').css('margin-top'), 10) + parseInt(jQuery('body').css('margin-top'), 10) + 100;if(is_form){jQuery('#gform_wrapper_2').html(form_content.html());if(form_content.hasClass('gform_validation_error')){jQuery('#gform_wrapper_2').addClass('gform_validation_error');} else {jQuery('#gform_wrapper_2').removeClass('gform_validation_error');}setTimeout( function() { /* delay the scroll by 50 milliseconds to fix a bug in chrome */ jQuery(document).scrollTop(jQuery('#gform_wrapper_2').offset().top - mt); }, 50 );if(window['gformInitDatepicker']) {gformInitDatepicker();}if(window['gformInitPriceFields']) {gformInitPriceFields();}var current_page = jQuery('#gform_source_page_number_2').val();gformInitSpinner( 2, 'https://procfopartners.com/wp-content/plugins/gravityforms/images/spinner.svg', true );jQuery(document).trigger('gform_page_loaded', [2, current_page]);window['gf_submitting_2'] = false;}else if(!is_redirect){var confirmation_content = jQuery(this).contents().find('.GF_AJAX_POSTBACK').html();if(!confirmation_content){confirmation_content = contents;}jQuery('#gform_wrapper_2').replaceWith(confirmation_content);jQuery(document).scrollTop(jQuery('#gf_2').offset().top - mt);jQuery(document).trigger('gform_confirmation_loaded', [2]);window['gf_submitting_2'] = false;wp.a11y.speak(jQuery('#gform_confirmation_message_2').text());}else{jQuery('#gform_2').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger("gform_pre_post_render", [{ formId: "2", currentPage: "current_page", abort: function() { this.preventDefault(); } }]); if (event && event.defaultPrevented) { return; } const gformWrapperDiv = document.getElementById( "gform_wrapper_2" ); if ( gformWrapperDiv ) { const visibilitySpan = document.createElement( "span" ); visibilitySpan.id = "gform_visibility_test_2"; gformWrapperDiv.insertAdjacentElement( "afterend", visibilitySpan ); } const visibilityTestDiv = document.getElementById( "gform_visibility_test_2" ); let postRenderFired = false; function triggerPostRender() { if ( postRenderFired ) { return; } postRenderFired = true; jQuery( document ).trigger( 'gform_post_render', [2, current_page] ); gform.utils.trigger( { event: 'gform/postRender', native: false, data: { formId: 2, currentPage: current_page } } ); if ( visibilityTestDiv ) { visibilityTestDiv.parentNode.removeChild( visibilityTestDiv ); } } function debounce( func, wait, immediate ) { var timeout; return function() { var context = this, args = arguments; var later = function() { timeout = null; if ( !immediate ) func.apply( context, args ); }; var callNow = immediate && !timeout; clearTimeout( timeout ); timeout = setTimeout( later, wait ); if ( callNow ) func.apply( context, args ); }; } const debouncedTriggerPostRender = debounce( function() { triggerPostRender(); }, 200 ); if ( visibilityTestDiv && visibilityTestDiv.offsetParent === null ) { const observer = new MutationObserver( ( mutations ) => { mutations.forEach( ( mutation ) => { if ( mutation.type === 'attributes' && visibilityTestDiv.offsetParent !== null ) { debouncedTriggerPostRender(); observer.disconnect(); } }); }); observer.observe( document.body, { attributes: true, childList: false, subtree: true, attributeFilter: [ 'style', 'class' ], }); } else { triggerPostRender(); } } );} ); </script> </div> </div> </div> <div class="bFooter"> <p class="copy">© ProCFO Partners</p> <a href="https://procfopartners.com/privacy-policy/"> Privacy Policy </a> </div> </div> </footer> <div class="overlay"></div> <div class="subscribePopup"> <span class="close"></span> <h4>Subscribe to Create The Next wherever you get your podcasts, including</h4> <ul> <li><a href="https://www.google.com/podcasts?feed=aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xMjMzMTk3LnJzcw%3D%3D" target="_blank"><img src="https://procfopartners.com/wp-content/uploads/2021/11/google-podcast-icon.svg" alt=""></a></li> <li><a href="https://open.spotify.com/show/1yzMGk76D1X2Wqgji9C3bv?si=snlTLGf6RlORH3l-rRZ_9g" target="_blank"><img src="https://procfopartners.com/wp-content/uploads/2021/11/spotify-icon.svg" alt=""></a></li> <li><a href="https://podcasts.apple.com/us/podcast/create-the-next-from-procfo-partners/id1524847029" target="_blank"><img src="https://procfopartners.com/wp-content/uploads/2021/11/apple-podcast-icon.svg" alt=""></a></li> <li><a href="https://music.amazon.com/podcasts/ed9649bf-fc70-44e9-a13f-c13d497b5d81/create-the-next-from-procfo-partners" target="_blank"><img src="https://procfopartners.com/wp-content/uploads/2022/01/amazon-podcast-icon.png" alt=""></a></li> <li><a href="https://www.audible.com/search?searchAuthor=ProCFO+Partners&ref=a_pd_Podcas_c1_autho[…]f89c-ab0c-4323-993a-2a046c7399f9&pf_rd_r=6XPGJ79D60Y9P6ZF0ED1" target="_blank"><img src="https://procfopartners.com/wp-content/uploads/2022/01/audible-icon.png" alt=""></a></li> </ul> </div> <div class="pdfFormPopup" id="#pdfFormPopup"> <span class="close"></span> <h3 class="pdfFormPopup--title">DOWNLOAD YOUR FREE CASH FLOW FORECAST</h3> <div class='gf_browser_unknown gform_wrapper gravity-theme gform-theme--no-framework' data-form-theme='gravity-theme' data-form-index='0' id='gform_wrapper_12' ><div id='gf_12' class='gform_anchor' tabindex='-1'></div><form method='post' enctype='multipart/form-data' target='gform_ajax_frame_12' id='gform_12' action='/#gf_12' data-formid='12' novalidate> <div class='gform-body gform_body'><div id='gform_fields_12' class='gform_fields top_label form_sublabel_below description_below validation_below'><div id="field_12_1" class="gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible" data-js-reload="field_12_1" ><label class='gfield_label gform-field-label' for='input_12_1'>First Name<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label><div class='ginput_container ginput_container_text'><input name='input_1' id='input_12_1' type='text' value='' class='large' tabindex='49' placeholder='First name' aria-required="true" aria-invalid="false" /> </div></div><div id="field_12_2" class="gfield gfield--type-text gfield--input-type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below hidden_label field_validation_below gfield_visibility_visible" data-js-reload="field_12_2" ><label class='gfield_label gform-field-label' for='input_12_2'>Last name<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label><div class='ginput_container ginput_container_text'><input name='input_2' id='input_12_2' type='text' value='' class='large' tabindex='50' placeholder='Last name' aria-required="true" aria-invalid="false" /> </div></div><div id="field_12_6" class="gfield gfield--type-text gfield--input-type-text gfield--width-full field_sublabel_below 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