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 Mccullogh
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.
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.
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.