Build a Scalable CFO Agency Model
Free Live Masterclass
Join Pam Jordan, Founder of Pivot Business Group, for a free 30-minute masterclass revealing the exact structure, systems, and team setup behind her multi-7-figure CFO agency.
These are the same strategies Pam used to scale Pivot Business Group — a virtual CFO firm generating multi-7 figures annually, without requiring her to do all the client work.
Structure your service offerings for scalability and profitability
Attract and retain ideal CFO clients with a proven marketing approach
Build a fulfillment team so you can stop being the bottleneck
Leverage systems and processes that support growth without burnout
Who is this for
This Masterclass Is Perfect For You If...
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You’re a Fractional CFO, Accountant, or Bookkeeper ready to scale beyond solo work
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You want to increase capacity and revenue without adding more hours
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You’re tired of juggling every client detail and want true business freedom
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You’re curious about the agency model that works for financial service providers
Meet Your Host Pam Jordan
Pam Jordan is the Founder and CEO of Pivot Business Group, a women-led financial strategy firm that’s helped hundreds of entrepreneurs grow profitably. After years of being the “do-it-all” CFO, Pam built a scalable agency model that freed her from daily client work — while growing her business to multiple seven figures.
Now, through the Pivot CFO Toolbox, she teaches other Fractional CFOs and finance professionals how to do the same — building agencies that are profitable, flexible, and fulfilling.
Ready to Build a Scalable CFO Agency?
Don’t stay stuck in the cycle of doing all the work yourself. Learn how to structure your services, your team, and your systems so you can step into the CEO role — and finally scale.
Register November 19th 3pm est