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Partner With a CFO Who Understands Your Business

Financial strategy for Restaurants, Trades, and Service Entrepreneurs. From bookkeeping to full-scale CFO advisory, we help labor-driven businesses stay profitable, scalable, and financially secure.

What We Do

At Pivot Financial Solutions, we’re more than bookkeepers. We’re hands-on financial partners for service-based businesses that want clarity, control, and momentum.

We’ve helped multi-location restaurants, trades teams, and client-focused service businesses reduce overwhelm, clean up their books, and make decisions rooted in data — not guesswork.

✅ Reduce time spent on financial tasks
✅ Make informed, data-driven decisions
✅ Improve cash flow and long-term profitability

Who We Serve

Who We Serve

Restuarant owner working in her restaurant to figure out food costs and restaurant operations

…businesses that rely on people to drive revenue:

  • 📌 Restaurant owners looking to track food and labor costs and grow profitably

  • 📌 Contractors and trades teams who need job-costing and cash flow forecasting

  • 📌 Wellness and personal service pros scaling up and simplifying finances

  • 📌 Any business earning $150K+ ready to make smarter decisions with clean, reliable financials

We specialize in helping…

Our Services

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Concierge Bookkeeping

$600-$1200/month

For business owners who want clean, accurate books and clear monthly financials without the hassle of managing them. We ensure your numbers are organized, accurate, and ready for strategic decision-making.

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Month-End Close & Financial Reporting

$800 - $2000/month

This package is for businesses with in-house bookkeepers who need a CFO-level month-end close, ensuring that their financials are accurate, insightful, and ready for decision-making.

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Mini CFO

$1200 - $3500/month

Perfect for small businesses ready to improve cash flow, track KPIs, and make decisions with financial clarity. We’ll work closely with you to forecast your future, build a growth plan, and monitor progress.

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Fractional CFO

$3500 - $7500+/month

This is the ultimate CFO partnership—Everything in Mini CFO +strategic planning, financial accountability, and operational oversight—so you can focus on running your business while we drive financial performance.

Client Results:

  • "Working with Pivot Financial Solutions has helped me stay on top of my monthly financials and keep everything organized. The close process is consistent and reliable, and the extra insight I get each month helps me better understand where my business stands. It's been a solid support for running my PakMail franchise."

    Kristal
    PakMail Franchise Owner

💬 Ready to Take Control of Your Business Finances?

We don’t just deliver numbers — we reveal opportunities. Book a free call to see where your business stands and how we can help it grow.

✅ Clear assessment of your financial health
✅ Actionable steps to improve profit and cash flow
✅ Complimentary review included with CFO package inquiries

📅 Let’s build a path to growth together. Click below to schedule your free consultation and start making smarter financial decisions today!