Partner With a CFO Who Understands Your Business
Pivot Financial Solutions provides strategic financial leadership for entrepreneurs, hospitality businesses, and service-based companies. From streamlined bookkeeping to full-scale CFO services, Pivot helps businesses stay profitable, scalable, and financially secure.
What Sets Pivot Apart
Pivot isn’t just another finance firm — it’s a hands-on partner for businesses that need clarity, control, and momentum. With deep expertise in fixing broken accounting systems, leading FP&A, and preparing companies for growth or exit, Pivot brings structure to chaos and turns financial data into actionable insight.
With experience supporting multiple companies at once and managing high-performing teams, Pivot delivers not just clean books — but the confidence to make smart, strategic decisions.
✅ Reduce time spent on financial tasks
✅ Make informed, data-driven decisions
✅ Improve cash flow and long-term profitability
📞 Schedule a Free Consultation to build a financial foundation that supports your next stage of growth.
Our Services
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.
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.
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.
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.
💬 Ready to Take Control of Your Business Finances?
👉 Book Your Free Consultation Today!
We don’t just talk numbers—we uncover opportunities for growth and profitability. Schedule a free consultation, and if you're interested in our Mini CFO or Full CFO services, we’ll include a complimentary financial review to identify where your business can thrive.
🔑 What You’ll Get:
✅ A clear understanding of your current financial health
✅ Expert insights on boosting profitability and cash flow
✅ Actionable recommendations tailored to your goals
📅 Let’s build a path to growth together. Click below to schedule your free consultation and start making smarter financial decisions today!