Pam Jordan
CEO
• profit prioritizer • bourbon lover •
I’ve spent over 15 years working in corporate finance, but it took losing my job and watching a business go up in flames before I realized I wanted to put out fires, not go down with them.
Also, I have this thing about getting my own airplane…
As entrepreneurs, we’re working to make things happen, trying to get from point A to point B. Which means our plates fill up… fast.
Who has the time to check to make sure the engine (aka our financials) is running the way it’s supposed to? If we’re still moving, it’s fine, right?
I built Pivot Business Group out of the desire to make sure you get to your destination, whatever that may be. We’ll peek under the hood, check the fluids and do other… car analogy things (I’m a CFO, not a mechanic!), all while you build the legacy.
DIANA MIRET
Fractional CFO
Diana brings a new level of understanding as one of our bright financial gurus. She has the ability to make numbers exhilarating and have our clients looking forward to their one-on-one meetings.
She retired after a successful 32 year corporate career, but she soon realized she couldn’t stay away from helping businesses maximize their profit.
Receiving certifications in Business Process Reengineering (MIT), IT Service Management, and Project Management it is safe to say she will lead you confidently towards your business goals.
Alexis Sidney
Tax Strategist, EA
Alexis is an enrolled Agenty who helps business owners save million’s in taxes every year. She creates actionable, profit-boosting tax strategies for business owners.
Today Alexis has also cemented herself as a media personality. She has appeared on podcasts, radio shows, and TV stations including KBCN Media, Wealth Our Way Finances, and The Kathy Hood Show talking engagingly about money matters.
Ruslana Dyakiv
Operations Manager
Ruslana's extensive range of experience have lead her all to two things: Numbers never lie, and Operation Logistics make the world go ‘round.
With an educational background in operations, a lifestyle indulged in hospitality, she really brings the best of both words when it comes to running a tight ship but being a great support system.
Patrice Malloy
Fractional CFO
Patrice Malloy is a distinguished finance professional with a rich 20-year career, marked by her expertise as a Fractional CFO, Certified Tax Strategist, QuickBooks and Xero Pro Advisor, and a dedicated Financial Coach.
Her extensive knowledge and experience make her an invaluable asset in the financial industry. As a licensed Insurance Broker and a strategic thinker, Patrice has played a pivotal role in guiding a diverse range of businesses, from emerging startups to established giants like JP Morgan Chase, towards financial growth and efficiency.
Eric Johnson
Fractional CFO
Eric is a Fractional CFO, Profit First Professional, and Enrolled Agent with a strong passion for helping business owners become more profitable and reach their goals through having a successful business.He started as a tax professional and tax debt resolution specialist, assisting business owners with getting their business finances in order and getting out of trouble with the IRS.
While he enjoyed helping people with tax issues, he saw a need to do more than just help business owners control their tax liabilities. He now assists business owners with growing their bottom line, cash flow and achieving success through their business, however they define it.
Perry Trevithick
Fractional CFO
Perry is a Certified Management Accountant (CMA) and a top 2% CFO. He helps clients multiply profits and work less in the business. Perry loves to help CEOs be more strategic and build their company to sell. He helps CEOs create a culture of team members who align with the company's values and mission and are excited to achieve big goals!
Kesi Williams
Renovation Specialist
Kesi is aptly nicknamed the “Quickbooks Queen.” She has a passion to learn anything and everything there is to do with Quickbooks and will locate solutions to every problem presented in your books.
She brings 10 years of experience in bookkeeping to help “renovate” your books and present a more accurate picture of your financial future.
victoria newton
Account Manager
Victoria is the Lead Account Manager and Bookkeeper. With her bookkeeping experience and love of numbers, she has never met a book she couldn’t reconcile.
With her level headed personality, 3 years of professional experience, and the ability to turn your books around– you’ll be glad to have her keeping your company’s numbers processed and up to date.
Anna Moody
BOOKKEEPER
Anna is a Certified Public Bookkeeper with 5 years of professional experience. After working in the corporate world, she decided to take the leap to contract work to spend more time at home with her son. She brings an accounting degree and experience accounting for healthcare, e-commerce, and law firms to Pivot Group.
She has a spreadsheet for everything in life and enjoys reconciliations almost as much as exploring local coffee shops.
Tracy Leonard
bookkeeper
Tracy is a bookkeeper with 10+ years of professional experience. She holds a Bachelor Degree in Organizational Management, where she also holds a minor in finance. Her past experience brings knowledge of assisting multiple clients at a time with their bookkeeping needs making her a great fit for the team. She has a desire to continue learning and expand on her knowledge any chance she gets.
Her greatest joy comes from spending time with her family and making sure that those important moments are not missed or forgotten. She works hard to balance all the things that matter the most in life and also excel at her career
Kelly Fogleman
Administrative Assistant
Kelly joined our team to help assist in the tax department of Pivot Business Group. She uses her organizational skills to make sure we have everything we need from you to grow your business. She works to support our Tax Strategist to help profit-boost your companies.
Outside of Pivot, Kelly is a Dance Instructor and Mom. With her background in dance, she is always ready to bust a move- a money move!