Financial management can feel like an overwhelming challenge for many small business owners, with constant pressure to make payroll, manage cash flow, and keep the business afloat. Jason Kitchell, President of Universal Medical Resources, knows this struggle well. In this episode, we're excited to share the Client Story of Univeral Medical Resources as Jason and ProCFO Joe Shake discuss their relationship and the transformation of both the company and its leadership. Jason shares his experience of “not knowing what he didn’t know” about his company’s financial health and how ProCFO Partners has helped him move from survival mode to financial clarity.

The right fractional CFO partnership can shift your focus from reacting to financial crises to proactive planning for the future. Learn how the strategic approach of Joe and ProCFO Partners has enabled Universal Medical to stabilize cash flow, improve employee utilization, and restructure for long-term success.

This episode offers relatable insights and practical solutions for business owners facing similar challenges. Jason shares much that you'll find familiar. Join us as we talk about what's possible with the right approach and partnership.

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.

Traditionally, CFOs often operate in silos, offering one-dimensional financial oversight that limits innovation and adaptability. This narrow approach can cause businesses like yours to miss out on critical insights, preventing them from seeing the full picture of their financial health and strategic potential. Without collaboration, key opportunities are overlooked, and decision-making becomes reactive instead of proactive. ProCFO Partners does something unique to solve this, offering a collaborative approach that brings diverse perspectives together to solve financial challenges from every angle. In this episode, CVO Haleh Fardi introduces us to the thought collective at ProCFO Partners, explaining how this model provides access to a deeper pool of expertise, enabling businesses to address complex problems with innovative, tailored strategies. Learn how this approach enables dynamic decision-making and positions companies for long-term growth and success. 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.

Tom Stevenson, CEO of Geneva Holdings, often says, “How can you answer the question if you don’t know what to ask?” Knowing the right questions guides strategic growth and ensures you address the root of challenges, not just symptoms. Without asking the right questions you can misdiagnose problems, target the wrong market, or overlook key opportunities. For Geneva Holdings, this meant moving beyond surface-level fixes to find solutions that drove real change. The value of a partner who understands which questions to ask can be the difference between temporary adjustments and lasting transformation—allowing you to adapt, optimize, and make decisions with confidence.

In this episode, we share the Client Story of Geneva Holdings and how ProCFO Partners helped bring order and strategic focus to their multi-company operations. Tom and Director of Operations Angela Hewitt join us for a conversation with Stephanie Parker, their Pro CFO, to discuss how asking the right questions brought clarity and alignment to their business. Together, they share insights on issues like how streamlining complex reporting and driving data-based decisions have enabled Geneva Holdings to grow with confidence and strategy. Learn how this partnership transformed their approach, turning strategic insights into a direction for sustainable growth. Featuring Tom Stevenson, Angela Hewitt, and Stephanie Parker.

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.