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CFO Stories: Pam Jordan (Pivot Business Group)

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The CFO Report

The CFO Report

Күн бұрын

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: / pamjordan
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MY KEY LINKS
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👋 LinkedIn - / 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 😀

Пікірлер: 7
@yanivpasco
@yanivpasco 2 ай бұрын
Great discussion - Love it!
@TheCFOreport
@TheCFOreport 2 ай бұрын
Glad it was helpful!
@gbsaccountingtaxcpas9245
@gbsaccountingtaxcpas9245 10 ай бұрын
Great interview. Uber informative.
@user-go7cq2dl1o
@user-go7cq2dl1o 10 ай бұрын
👍Your Experience has Value to your client! don't sell yourself short.
@TheCFOreport
@TheCFOreport 10 ай бұрын
Lots of knowledge bombs in this episode!
@user-go7cq2dl1o
@user-go7cq2dl1o 10 ай бұрын
👍"Financials to match metrics to prove ROI"
@chrishowe9739
@chrishowe9739 9 ай бұрын
Great video, value pricing packages seem to be the way to go to maximize profitability, so it's not a matter of trading time for money....now I just need to flush out my clear boundaries!
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