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 Sidney is the Managing Partner of Pivot Tax Strategy, an IRS Enrolled Agent, and a Certified Tax Strategist who helps business owners save millions of dollars in taxes every year. With a focus on creating profit-boosting, actionable tax strategies, Alexis transforms tax burdens into opportunities for financial growth and clarity.

In addition to her tax expertise, Alexis is a licensed realtor and insurance advisor, providing a comprehensive approach to wealth building and protection. Her strategic insights and leadership make her a trusted resource for business owners and real estate investors seeking to maximize profitability and achieve financial success.

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.

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

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.

Emily Bowie

**Fractional CFO**
Emily is a Certified Public Accountant and Cash Flow Strategist with 15+ years of experience. During her time as an Audit Manager in Big 4 Accounting, Emily made the decision to branch out and use her diverse and sought after skill set to make an impact in the personal finance and small business world. Now, she loves helping business owners optimize their cash flow, be more profitable & efficient through simple strategy and intentional structure.
Outside of Pivot, Emily leads the financial ministry at her local church and is a mom to 3 littles kids. She loves to spend time with her family, a good DIY project and finding new ways to enjoy all that life has to offer.

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.

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!

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.

Hannah Espelund

Executive Assistant

Hannah is an exceptional executive assistant who brings invaluable support, organization, and a calm, level-headed approach to her team. She ensures that every detail is accounted for, consistently going above and beyond to anticipate additional ways she can assist. As a mother of three, Hannah understands the true value of time and is dedicated to ensuring we make the most of it. Though she works part-time, her commitment to excellence and efficiency makes her an indispensable asset to the team.

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