Pivot CFO Toolbox
Private
2 members
$1,250 /month
Join Pivot CFO Toolbox, the community designed for Fractional CFOs who want to master their craft, grow smarter, and create true work/life integration — not burnout.
Who It’s For
- Fractional CFOs who are ready to scale beyond solo work
- Accountants, bookkeepers, and finance pros transitioning into advisory roles
- Agency owners who want to build a lean team using contractors, not W2s
- Financial strategists who crave more confidence, clarity, and community
What You’ll Get Inside
💼 Monthly CFO Coaching Call with Pam JordanLearn the systems, client strategies, and pricing models that scale six-figure CFO businesses.
🧠 Two Monthly Office Hours with Certified Pivot CFOsGet expert help on client challenges, pricing, and backend systems.
📁 Templates, Dashboards & ToolsAccess the same tools we use to run profitable CFO engagements at Pivot Business Group.
🤝 Private Community of CFOsCollaborate, ask questions, and learn from peers building the same business model.
skool.com/pivot-cfo-toolbox
Turn your CFO skills into a scalable agency with recurring revenue, contractor support, and real work/life integration—without doing it alone.
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