Pam Jordan
CEO
• profit prioritizer • bourbon lover •
I’ve spent over 20 years working in business 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 your legacy.
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.
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.
Kesi Williams
Client Accounting Manager
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.
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.
Travis Mccullouch
FRACTIONAL CFO
Travis is a Certified Financial Planner© professional with a Master's Degree in Taxation and a Bachelor's Degree in Accounting. With 4 years of experience in tax preparation and accounting at a CPA firm, and 5 years helping clients make informed financial decisions at a Financial Planning firm, Travis brings a wealth of expertise. He holds a Certificate in Financial Planning from UT Austin and specialize in business planning, tax strategy, and wealth building.
Natashia Riley
Tax Strategist
NaTashia Riley is a certified public accountant and tax strategist with over 12 years of experience. She specializes in helping small business owners and real estate investors strategize to save tax dollars, and build generational wealth. NaTashia is also an Accounting Professor at Southern Arkansas University, where she teaches complex accounting and tax concepts in an engaging way to future business leaders. Her passion lies in educating and empowering others to be more strategic when it comes to taxes, whether in the classroom or through her work as a tax strategist.
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.
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.
Caleigh louw
Business Growth Guru
Caleigh brings over 13 years of sales and marketing experience to Pivot Business Group. Known for delivering tremendous growth and adopting innovative strategies, she is passionate about helping business owners and entrepreneurs create impact and see their dreams play out. Dedicated to personal development, Caleigh co-created a course for high-ticket sales professionals to better serve their customers, giving them ultimate confidence in the call. She is also committed to helping women build confidence, become the best version of themselves, and transform into their highest form of creation.
At Pivot Business Group, Caleigh’s strategic approach ignites client excitement and guides them to achieve remarkable success.
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.
Stephanie Gray
Tax Office Manager
Stephanie is an experienced tax advisor and educator with a passion for helping individuals and businesses navigate tax landscapes. Over 7 years, I’ve developed a blend of expertise in tax advisory, project management, and course creation. I thrive on engaging learning experiences, whether through training professionals or developing innovative data solutions.Beyond my professional life, I love spending time with my family singing karaoke and enjoy diving into thought-provoking podcasts. I believe in continuous learning and collaboration to make meaningful change. I’m all for exploring how we can work together to empower and elevate.
victoria newton
Bookkeeper
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.
Loraine Knox
Bookkeeper
With over 20 years of experience in the accounting industry, I discovered my passion for accounting early in my career as a tax professional. Realizing the vital role of organized finances for business success, I have been driven by this insight ever since. Holding a degree in Accounting and being QuickBooks Advanced Certified, I continue to hone my skills in both tax and bookkeeping. I am always eager to learn and grow, tackling new challenges with a commitment to mastery.
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!
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