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Redefining Financial
Success for Your Business

At Pivotal, we’re passionate about empowering small and medium-sized businesses
with innovative solutions, expert guidance, and a client-first approach. Read on to
learn more about our purpose, our clients and our team.

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Our Story

Founded in 2016, Pivotal began with a clear mission: to help entrepreneurial-minded business owners run more successful businesses.

To accomplish this, we had to build a new kind of firm, one unencumbered by the way CPA firms have traditionally supported their clients. Our approach is built around the following core principles:

  • Build a team of engaged, talented accounting and finance professionals who are passionate about the work they perform.
  • Empower our team to solve our clients biggest (or smallest) problems.
  • Be available when clients need us most—even during the busy season.
  • Leverage technology to enhance the client experience and eliminate friction.
  • Engage with clients on their terms, the way that works for them.
  • Offer services at a fixed, predictable monthly fee tailored to agreed-upon services.

Our Leadership Team

Our dynamic team includes CPAs, former CFOs, and controllers who bring real-world expertise to provide outsourced finance and accounting solutions on a fractional basis. Whether you need strategic advice or day-to-day financial operations management, we are here to provide the support you need.

Brad Birdwell -Pivotal Office Headshots Auburn AL LBeesleyPhoto

Brad Birdwell
MANAGING PARTNER

Alan Craft-Pivotal Office Headshots Auburn AL LBeesleyPhoto

Alan Craft
PARTNER

Paige Moore-Pivotal Office Headshots Auburn AL LBeesleyPhoto

Paige Moore
PARTNER

Doug Shumate-Pivotal Office Headshots Auburn AL LBeesleyPhoto

Doug Shumate
PARTNER 

Ready To Make A Difference?

Check out our current positions and discover the difference you can make at Pivotal.

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Where We Do Business

Pivotal may call Auburn, Alabama, home, but our reach extends across the United States. Harnessing cloud-based technology, we deliver real-time financial solutions to clients no matter where they’re located. We are on a mission to empower businesses everywhere to succeed.

AUBURN - MAIN OFFICE
2372 E. University Dr., Suite 200
Auburn, AL 36830

BIRMINGHAM
2700 Corporate Drive, Suite 200
Birmingham, AL 35242

CALL US: (334) 472-9490
EMAIL: info@pivotal.finance

Let's Connect

Let us help your business discover new opportunities and transform your future.