ABOUT CASSIE
Cassie Crow, CPA
Founder of Pivot Financial Strategies
Cassie Crow is a Texas-licensed CPA and the Founder of Pivot Financial Strategies, where she helps business owners transform financial complexity into clear, actionable strategy. With a background leading accounting, tax, and finance operations in a fast-growing, mid-market environment, Cassie brings both technical expertise and real-world operational insight to every client engagement.
She specializes in bridging the gap between tax compliance and financial strategy—helping clients keep more of what they earn, build systems that scale, and make confident, CEO-level decisions.
At Pivot, Cassie partners with small business owners and growing companies to bring structure, clarity, and strategic direction to their financial operations—so they can focus on growth with confidence.
“For nearly a decade, I led financial operations at a growing mid-market company through multiple business model pivots—transforming financial processes, managing complex tax environments, and building infrastructure that supported sustainable growth.
During that time, I:
$2MM+
Delivered over $2MM in annual tax savings
30%
Reduced financial close timelines by 30%
Scalable
Built scalable systems to support long-term growth
Clarity
Provided leadership with financial clarity before key decisions
That experience revealed a common problem:
Businesses are forced to choose between tax compliance and financial strategy—when they actually need both.
— CASSIE
What Makes Us Different
Most firms file your taxes.
Some advisors help with strategy.
We integrate both—so every decision is optimized.
Cassie Crow, CPA — Founder
Texas-licensed CPA
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