Keep What You Earn What to Expect From Your CFO with Pam Jordan
Aug 6, 2025
45:43
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.