Pivotal Finance
Kelly Shuman has extensive experience in finance and accounting roles, currently serving as a Finance Specialist at Pivotal Finance since September 2020, responsible for bookkeeping, account management, and financial statement preparation. Prior to this, Kelly was a Payroll Specialist at FocusPay from September 2017 to September 2020, overseeing payroll processing and employee benefit coordination. Kelly also worked as an Accountant & Logistics Manager at Scarlet & Gold, LLC from September 2015 to September 2017, where duties included managing bookkeeping and logistics operations. Earlier experience includes owning Pure Barre from January 2011 to April 2015, managing all aspects of the business, and serving as a Professional Assistant at Wayne White & Co., LLC from March 2006 to April 2009, focusing on tax management and corporate accounting. Kelly began a career with an investigative internship at the Palm Beach County Public Defenders Office in 2004. Education was completed at Auburn University from 2001 to 2005.
Pivotal Finance
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.