PIVOT CFO TOOLBOX

Build a Scalable CFO Business. Use Our Proven Framework. Reclaim Your Time

Something exciting is in the works for Fractional CFOs.

We’re building a mastermind for CFOs who want to grow a real business—not just a job.

What if you could license the exact model Pam Jordan used to grow Pivot Business Group into a multi-7-figure firm using W2 and 1099 team members…
Without working 60-hour weeks.
Without sacrificing your personal life.
With a roadmap that’s already been tested and proven?

We’re opening the playbook—and possibly the brand—to a select group of CFOs ready to build smarter.

Build a scalable CFO agency with recurring revenue, contractor support, and true work/life integration. Get the tools, strategy, and community to grow beyond solo.

Here’s What May Be Included:

✅ Live Coaching with Pam Jordan
Monthly strategy calls to learn how she grew Pivot—and how you can do it, too.

✅ Office Hours with a Certified Pivot CFO
Bring your questions. Get real answers from people doing the work every day.

✅ The Pivot Template Vault
Dashboards, pricing calculators, onboarding systems, financial reports, hiring tools—and more.

✅ Private Online Community
Collaborate, ask, share, and grow with other like-minded CFOs.