Pivotal Mindset: helping you love your business again

Feeling stuck?

Many small business owners work hard but can't seem to grow.

It's not just about managing things—it's about having the right plan and the right financial partner.

At Pivotal, we help you go from starting out to growing, and then to getting investors.

We help you get ready for funding, get funded, and grow—so you can make smart choices, build a great team, and love your business again.

Not all coaches are CFOs, and not all CFOs are coaches.

That's where we come in.

Restart Your Love Affair

About Pivotal Mindset

Not another Guru! I've been in your shoes.

I know the challenges of running a business—the sleepless nights, self-doubt, and not knowing where to turn. That’s why I created Pivotal Mindset.

With 20+ years as a CFO, I combine financial expertise with intuitive guidance.

Yes, I'm a Chartered Accountant, but I'm different: I go beyond compliance. Traditional accounting minimises risk, but it doesn't drive growth.

I help you take smart risks, make better decisions, and seize the best opportunities.

I help you get comfortable with your numbers, use data smartly so you make better decisions and seize opportunities with confidence.

I'm here to help you refine your business model, get funded, and growing.

Learn more about us

Years of experience

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Businesses rekindled

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Revenue generated

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Our Approach

I help solopreneurs and entrepreneurs build businesses that are fundable, funded, and ready to grow. Solopreneurs often struggle to build a solid foundation, doing everything alone. Entrepreneurs tend to get stuck micromanaging instead of leading. As a CFO and business coach, I provide the systems, funding solutions, and strategy so your business can thrive without you doing it all yourself.

Get Funding Ready

Prepare for debt or equity funding with clear financials, and a solid plan that lenders will approve.

Financial Clarity

Tired of the financial fog? Get clear on your numbers and a roadmap for growth.

Startup Success Strategies

Launch with Confidence: We'll validate your idea, refine your strategy & value proposition, and help you get investment ready.

Breaking Through Stagnation

Stagnation keeps you stuck, but comfort won't drive growth. The Business Fitness Challenge shakes things up and gets you moving forward.

One-to-One Mentoring & Coaching

You’ve got the know-how, but need consistency. Our one-to-one mentoring holds you to account and ensures you crush your goals.

Our approach varies depending on where you are in your business journey.

So, how we can help you?

Our Process

1. The "Get to Know You" Chat

Let's grab a virtual coffee and discuss your business goals and challenges. No pressure, just a friendly conversation to see if we're a good fit.
2. Personalised Workout Plan

We'll create a customised plan based on our chat to help you achieve your business dreams. Think of it as your personal fitness plan for success.
3. Ongoing Coaching

We'll be there every step of the way, sharpening your focus, providing guidance, and keeping you motivated.

FAQs

I'm feeling overwhelmed and stuck. How can Pivotal Mindset help?

We get it! Running a business can feel like a rollercoaster. We’ll help you get a clear picture of your finances, develop a game plan for growth, and rediscover the passion that got you started.

I'm not a numbers person. Can you help me make sense of my financials?

Absolutely! We’ll break down those confusing spreadsheets and jargon into plain English so you can make informed decisions and feel confident about your money moves.

I'm not sure if I'm ready for a full-time CFO. Is Pivotal Mindset a good fit?

Definitely! We offer flexible CFO services tailored to your needs. Whether you need occasional guidance or ongoing support, we’re here to help you navigate the financial side of your business.

What makes Pivotal Mindset different from other business coaches?

We’re experienced CFOs in the trenches. We understand the numbers and the strategies to help you develop the mindset you need to succeed. We’re also specialists in Digital Transformation which many small businesses shy away from.

What can I expect during our first chat?

No pressure! We’ll casually discuss your business, goals, and most significant challenges. We’ll also share how we can help you overcome those hurdles and achieve your dreams.

I'm in [insert industry]. Do you have experience working with businesses like mine?

We’ve worked with startups and small businesses across various industries. While we don’t specialise in any one specific industry, our expertise in finance and strategy is universally applicable.

What's the difference between a CFO and an accountant?

Think of your accountant as your scorekeeper – they track the numbers and keep you legally compliant. A CFO is your coach – they analyse your performance, develop the strategy, and shortcut the time it takes you to win.

Why do I need a CFO if I have an accountant?

An accountant is essential for keeping your financial records in order, but a CFO helps you see the bigger picture. We’ll help you make strategic decisions, identify growth opportunities, and navigate financial challenges.

What should I look for when hiring a CFO or business coach?

Look for someone who understands your vision, challenges your assumptions, and helps you think outside the box. They should have strong financial and strategic skills but also be great communicators who can break down complex concepts in a way that makes sense to you.

What Our Clients Say

"Jay has been a wonderful mentor as I’ve navigated working with start-ups. He brings practical insights and experience as a CFO to create tangible results – in my case around strategy, offerings and niche. Highly recommended as a down-to-earth, knowledgeable and adaptable thought partner."

"Jay was a great help to me when starting up my business. He is extremely knowledgeable and was able to apply his experience across a variety of industries to offer invaluable advice for my start up. He provided insight on operating tools and software that would help me run my business as efficiently as possible whilst keeping cash outflows to a minimum. He also provided marketing advice to ensure that my business was best placed to have an impact on the market when it was ready to launch. On top of his vast knowledge and experience, Jay is a great person just to talk through any challenges you are facing and know you are getting authentic advice from someone who genuinely cares. Couldn’t recommend him enough."

"Working with Jay has been very informative and helpful. Over the year, I have learnt a lot about identifying my client group, dealing with negative mindset ,which we all have . To growth planning and exploring collaboration with other businesses. I cannot thank you enough, Jay for your on-going support. I really appreciate your on -going support and your consistent enthusiasm and curiosity in the growth of the business. Since start my work with Jay I have seen a significant growth in my business."

"Jay is truly excellent, I am beyond grateful his support, insight and knowledge. The first stages of developing a business can be daunting with so many aspects to consider. I would've have been lost and still finding my way without Jay’s mentoring sessions. Within 12 weeks Jay has helped me to create the main foundations for my business structure, develop a programme launch and has held an encouraging space for me to explore my thoughts, opportunities and ideas. Jay is an incredible mentor, despite having a different background of business and career experience to what I am building - he has consistently provided invaluable knowledge, encouraged me and mentored me from a position of what the business needs, who my service users are and how it can continue to evolve. I will forever recommend and share his name with many. Thank you!"

"I want to express my sincerest gratitude for your guidance and support in helping me to overcome difficult customer and price objections. Your expertise and knowledge in this area have been invaluable to me, and I cannot thank you enough for your dedication to helping me succeed. Through our conversations and training sessions, you have provided me with a range of effective strategies and techniques for handling difficult customers and addressing price objections like offering a 10% discount after 10 days. Your insights have enabled me to approach these challenges with greater confidence and to develop a more nuanced and strategic approach to my sales process. I have also appreciated your willingness to listen to my concerns and challenges and to provide personalized feedback and advice. Your approach is always supportive, yet constructive, and your guidance has enabled me to see opportunities for growth and improvement in my work. In addition to your professional expertise, I have also been impressed by your commitment to supporting my personal growth and development as a finance professional. Your willingness to share your own experiences and to provide guidance on issues beyond the scope of our formal training has been tremendously valuable. Overall, I cannot thank you enough for your support and guidance in helping me to overcome difficult customer and price objections. You are a true mentor, and I feel incredibly fortunate to have had the opportunity to work with you. I am confident that the skills and insights that you have imparted to me will continue to benefit me both professionally and personally, and I look forward to continuing to work with you in the future."

Challenge me to a 15-minute Brainstorm

Let's discuss your problem/challenge.

If I can't come up with a way forward or help you reframe the situation to make progress, I'll send you a coffee gift card.