What to Expect From Your CFO with Pam Jordan

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.