At Pivotal Finance, helping our clients achieve their personal and business objectives is our top priority. In fact, that focus is so strong that we selected a name that personifies that commitment. Pivotal - "Of crucial importance in relation to the development or success of something else.”

Our team of former CFOs, controllers and public accountants provide outsourced accounting and finance solutions on a fractional basis – delivering the services our clients need, when they need them, without the costs of a full-time staff. We believe it is this combination of talent, experience and flexibility that allows us to be a pivotal member of your team.  

Our services could range from a high-level outsourced CFO/Controller down to handling all of a client's basic accounting & tax needs.  We serve a broad range of clients, each with its own unique characteristics, so our goal is to identify the distinct needs of the client and design a solution to meet the needs. It is this client-focused approach that allows us to play a pivotal role in your success.

Accounting

Finance

Professional Services

Pivotal Finance

Pivotal Finance's headquarters in Auburn, United States

Bradford Birdwell

Ashley Fetner

Maggie Howard

Brooks Pace

Will Wilbanks

The Finance and Accounting team at Pivotal Finance specializes in delivering tailored financial solutions to meet the diverse needs of our clients. Comprising experienced professionals, including CFO advisors and tax managers, the team provides fractional CFO and controller services, streamlines accounting processes, and ensures compliance with tax regulations. By focusing on each client's unique characteristics, we design flexible, cost-effective strategies that empower their growth and success.

Pivotal Finance

Org chart

Teams

Finance and Accounting

Offices

Pivotal Finance

Org chart

Teams

Finance and Accounting

Offices

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