What to Expect From Your CFO with Pam Jordan
Update: 2025-08-06
Description
In this episode, Shannon sits down with Pam Jordan, an experienced CFO and founder of Pivot Business Group. Together, they demystify the role of a CFO, discuss the differences between CFOs, CPAs, and bookkeepers, and share actionable advice for business owners looking to scale and build enterprise value.
What You'll Hear:
[5:00 ] What is a fractional CFO?
[10:00 ] The difference between CFOs, CPAs, and bookkeepers
[20:00 ] How to get value from your CFO, even with messy books
[30:00 ] The importance of goals and “money trauma”
[40:00 ]Building a flexible, family-friendly business model
Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/
Connect with Shannon: https://www.linkedin.com/in/shannonweinstein
Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Follow along on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
