Empowering Small Businesses to Thrive with Financial Clarity and Confidence.
Our Mission
At Pivot Financial Solutions, we believe small business owners should spend more time growing their business and less time stressing about the numbers. Our mission is to simplify financial management, provide clear insights, and build a path to profitability and long-term success—without the overwhelm.
Whether you’re running a restaurant, a cleaning company, or another service-based business, we provide tailored financial solutions that go beyond bookkeeping. From month-end close to CFO-level strategy, we help you make smarter decisions, improve cash flow, and achieve your goals.
Who We Serve
We specialize in supporting hospitality, blue-collar service industries, and small business entrepreneurs who are ready to take their business to the next level. Our clients are experts in what they do—they just need a trusted partner to manage the financial side, create accountability, and track progress toward profitability or even sale.
Why Choose Us?
✅ Tailored to Your Business: We don’t offer one-size-fits-all solutions. Our services are customized to your unique needs and goals.
✅ Clarity & Confidence: We turn complex financials into clear, actionable insights so you can make smarter decisions.
✅ Beyond Bookkeeping: We’re more than number-crunchers—we’re partners in your growth, providing strategic guidance every step of the way.
✅ No Tax Services, Just Business Strategy: We focus on financial leadership, not tax filing, ensuring your business runs smoothly and profitably.
Let’s Build Your Path to Profitability
Whether you’re just looking for month-end close support, need a growth plan, or are ready for full CFO-level strategy, we’re here to help
Meet Our Team
Meet Jessica
Founder & Lead CFO Advisor
With a strong background in restaurant operations, cost analysis, and labor efficiency, Jessica brings real-world financial expertise to the table. Having worked closely with service-based businesses and hospitality companies, Jessica understands the challenges entrepreneurs face and knows how to turn financial chaos into clarity.
"I started this business because I saw too many hardworking business owners struggling with messy books, unclear financials, and no real plan for growth. My goal is to give you the tools, insights, and accountability you need to thrive—whether you want to scale, increase profits, or prepare for sale."
Meet Angel
Controller
With over 10 years of experience in corporate accounting and five years working with a variety of clients in an accounting firm. Angel understands the unique challenges businesses face when managing their finances. She has worked across industries like real estate, hospitality, non-profits, and law firms, giving her a well-rounded perspective on what businesses need to stay financially strong.
She loves working behind the scenes to keep the numbers in order so business owners can focus on what they do best - growing their businesses. Whether its organizing financials, ensuring accuracy, or streamlining processes, she’s dedicated to making accounting stress-free and easy to understand.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!