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
Pivot Tax Strategy Director, 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.
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.
Ana Djordjevic
CFO Department Head
Ana brings clarity and calm to fast-paced financial leadership. With over a decade of experience in corporate finance, banking, and strategy, she turns complex data into confident decisions and supports executive teams with precision.
Her background spans treasury, FP&A, and business transformation, making her a trusted advisor to founders and stakeholders. Ana has consulted for e-Commerce, SaaS, and AI companies, building scalable systems, improving profitability, and forecasting for growth.
As a CFA candidate, she pairs deep technical skill with practical leadership - ensuring finance empowers, not hinders, every business she supports.
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.
Carrie Clark
Tax Department Head, EA
Carrie Clark is an IRS Enrolled Agent with over 20 years of experience helping individuals and businesses navigate complex tax landscapes with clarity and confidence. She has worked with both high-net-worth clients and small business owners, specializing in proactive planning and creative strategies that optimize tax outcomes.
Beyond her work, Carrie enjoys studying Korean, staying active, and solving puzzles. She also finds balance in nature, often exploring the outdoors on walks with her dog, Miley.