Mastering Easy Purchase Order Creation for Effective Procurement

Garon Goodspeed – QuickBooks to NetSuite: The REAL Nightmare

This week James sits down with Garon Goodspeed, co-founder of Treaty Oak Financial Services, to explore three essential areas every finance leader should understand. First up: what it’s like to prepare for an IPO – and then walk away just before the bell rings. Next, Garon shares battle-tested advice on designing sales compensation plans that motivate teams without blowing the budget. Finally, Garon reflects on launching his own fractional CFO practice and reveals what fueled its rapid growth in just a few months.
Whether you’re scaling toward a liquidity event, managing a fast-moving sales team, or thinking about starting your own CFO consultancy, this episode is packed with lessons from the trenches.

Hillel Steiner – This Israeli CFO Secret Could Double Your Profits

This week James sits down with Hillel Steiner, founder of ProfitUp Financials and a fractional CFO based in Israel, to discuss the surprising advantages of working with international finance talent. Together, they dive into the differences between U.S. and Israeli business cultures, what founders often get wrong about funding, and how having a strong financial strategy can be the difference between staying stuck and scaling up.
Hillel also walks through a real-life case study of a BI company stuck in a high-revenue, low-profit cycle – and how he helped them transform by refocusing their service model and aligning their team more efficiently.
Stick around to the end for a massive bonus offer from Hillel that’s perfect for growing service-based companies.

Patrick Arnold – 7M Sales, Zero Profit: The Fix

This week James sits down with Patrick Arnold, Director of Client Advisory Services at Elliott Davis, to explore the power of Client Advisory Services (CAS) and its game-changing impact on business profitability. Patrick shares an engaging case study of how he helped a golf cart business in South Carolina go from stagnant growth to seven-figure annual distributions – all by optimizing inventory, restructuring financial processes, and leveraging technology for smarter decision-making.
They also dive into the role of CAS in modern accounting, the evolution of public accounting firms to include more strategic, forward-thinking advisory, and how business owners can unlock hidden cash flow by better managing working capital.

auto Requisition

Finance operations

SUPPLIER MANAGEMENT

Simple Purchase Order Creation

Team members can create a purchase request in minutes

The days of using a purchase order book or excel to manage purchasing are over.

Team members can easily create a purchase request in minutes.

Standardized POs

Every person looks at the form sees the same information, reducing the chances of mistakes and errors.

Record Keeping

Track the full history of individual POs and even add custom notes to reflect any updates or extra information, all from within our app.

The #1 Purchasing App for Newly Hired CFOs

Based on 345 reviews on G2 Crowd and Capterra

Ready to get started?

Sign up for a Free Trial. No credit card required.

Latest news & resources for CFOs

Over 10,000 Happy Users

Here's what they have to say about www.procurementexpress.com

By Industry

Requisition

Finance Ops

Company

Simple Purchase
Order Creation