87. CFO Stories: Pam Jordan (Pivot Business Group)

The CFO Report - A podcast by Michael King - Tuesdays

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Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- This week I'm sharing another CFO Stories interview. Every month, I'll be interviewing successful fractional CFO firm owners and diving deep to find out how they've done it.  Next in the series, I'm talking with Pam Jordan of Pivot Business Group and she's sharing some pretty candid behind the scenes experiences that she's had in her journey over the last several years of building her firm. Pam lays out the exact step by step process that she would follow if she was to start her firm owner from scratch today based on all the lessons that she's learned.This is a must watch interview! About Pam: Pam Jordan is a no-nonsense financial expert and speaker. Pam specializes in analyzing and streamlining the backend of fast-growing companies as well as efficiently creating more profit and strategic growth. Over seven years ago Pam started Pivot Business Group. Carrying the title Founder and CEO, she works day in and day out to identify and eliminate errors, create financials businesses can trust, and work with her clients long term to maximize growth (and profit). Pam recognized that most entrepreneurs begin their business based on an idea or passion. This being the case, many of them are not interested in the financial side of running a company. That’s where the Pivot team steps in. They focus on untangling businesses' finances while you continue to grow your company, create ideas, and take over the industry.   Pam and her team manage over half a billion dollars for entrepreneurs.  Pam and her husband, Nick, met while Pam was in her junior  year of college and have been together ever since. Together they have three children.  In her personal time Pam likes to brainstorm new business endeavors, blog on her food account ImaCeliac.com, and end the night with her favorite drink – Bourbon. Pam’s Social Media:✅www.PamJordan.com ✅LinkedIn: https://www.linkedin.com/in/pamjordan/ CHECK OUT MY FREE WEEKLY NEWSLETTER -  😀 The 5 Minute Fractional CFO - Every week I share 1 actionable tip to help you start, scale,  and optimize your CFO services (and you can read it in 5 minutes or less!) - https://cfo.thecfoaccelerator.com/newsletter MY FREE ONLINE COURSE: 💰 CFO Sales Masterclass - My 8 Step Sales Framework for closing CFO clients -  https://cfo.thecfoaccelerator.com/sales MY FRACTIONAL CFO PROGRAMS: 👉 The Inner Circle - Live training every month to help you scale your Fractional CFO firm - https://cfo.thecfoaccelerator.com/innercircle 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH:  ✅ G-Accon - I save 40 hours a month with G-Accon. Save 30% here: https://cfo.thecfoaccelerator.com/accon ✅ Ignition - The only platform I trust for contracts and payments. Save 50% for 3 months: https://cfo.thecfoaccelerator.com/ignition ✅ Kajabi - Love this for my website and marketing: https://app.kajabi.com/r/WaFg8TLv MY KEY LINKS 🌎 Website - https://www.thecfoaccelerator.com 👋 LinkedIn - https://www.linkedin.com/in/iammichaelking WHO AM I?  I'm Michael King. A nuclear engineer turned Fractional CFO. I've spent the last 7+ years scaling my Fractional CFO firm, KFE Solutions. During that time, I've realized the enormous impact that fractional CFOs can have for their clients, their families, and themselves. Now, I help other fractional CFOs learn how to maximize their own impact!  PS - Some of the links in this description are affiliate links that I get kickbacks from 😀