Turn Financial Complexity into Operational Clarity.
What it is: a CFO in the room when the stakes are highest.
Sit in on the calls where big money moves(when needed): pricing, hiring, capital spend - and stress-test the numbers before you commit
Provide the high-level guidance of a full-time CFO on a fractional basis and translate what your board, investors, or bank actually need to see from you
On call for the decisions that can’t wait for your next scheduled check-in
What it is: forward-looking planning so you’re not making decisions blind.
Build a 12-24 month financial roadmap tied to your actual growth plans, not generic templates
Model best-case, worst-case, and likely-case scenarios so you know your options before you need them
Turn monthly numbers into a plain language read: what’s working, what’s not, and what to do next
What it is: finding and fixing where money is leaking out of your business.
Audit margins line-by-line to find where cost is quietly outpacing revenue
Rebuilding reporting processes so you get clean numbers monthly, not a scramble at year-end
Flag the 2-3 operational bottlenecks costing you the most - and a plan to fix them, in priority order
Why Pivot Point Finance?
Most growing businesses hit a point where the finance function that got them here stops being enough - but a full time CFO hire is still a year or two away. That’s the gap I fill. You get senior-level financial judgement exactly when you need it, scaled to what your business can use right now, without the overheard of a full-time executive salary.
READY FOR CLARITY?