Pivotal Finance
Sam Allen, CPA, currently serves as an Accountant at Pivotal Finance since January 2022. Prior to this role, Sam was a Staff Accountant at Machen McChesney - CPAs and Business Advisors from May 2020 to January 2022, and gained initial accounting experience as a Student Worker in the Accounting Department at Auburn University Harrison School of Pharmacy from May 2018 to May 2020. Earlier experience includes working as an IT Assistant at Auburn University from December 2015 to December 2017 and as a Pharmacy Technician at CVS Health for a brief period in early 2016. Sam holds two Bachelor of Science degrees from Auburn University Harbert College of Business, one in Accounting obtained in 2018 and another in Information Systems Management earned in 2020.
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.