Partner with a Team Who Understands the Grind — and Builds the Systems to Win

From one-location gems to multi-unit growth, Pivot Financial Solutions helps owners take control of their numbers, maximize profitability, and scale with confidence.

What We Do

Built for Restaurants. Trusted by Hospitality. Results for Service Businesses.

We don’t do cookie-cutter bookkeeping. We deliver financial and operational strategy designed for the fast-paced, margin-tight world of hospitality and service industries. Whether you’re running a high-volume restaurant, a boutique hotel, or a growing service business, we help you stop the bleeding, clean up your books, strengthen your systems, and grow profitably.

✅ Clarity on Prime Costs (food & labor)
✅ Menu Pricing & Profitability Strategy
✅ Weekly Cash Flow Tracking & Forecasting
✅ Multi-Unit & Franchise Growth Planning
✅ M&A and Exit Strategy Support
✅ Controller-Level Bookkeeping & Oversight
✅ Cleanups, SOPs & Operational Systems
✅ Restaurant Operations Support (staffing, scheduling, accountability, management training & systems)

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

…businesses that rely on people to drive revenue:

🍴 Independent restaurant owners who need visibility into food costs, labor efficiency, and smoother operations
🏢 Multi-unit operators ready to scale with systems, strategy, financial leadership, and workforce accountability
👩‍🍳 Hospitality teams managing catering, cafes, or service-based concepts seeking margin and operations clarity
🚀 Emerging brands generating $150K+ who want to eliminate guesswork and make smarter, data-backed decisions
💼 Owners preparing to sell who need clean financials, valuation clarity, and operational readiness
🛠 Service-based businesses who value clean financials, rock-solid bookkeeping, and streamlined operations

Whether you're fighting fires, scaling up, or planning your next chapter — we help you clean up the chaos, protect your profit, and grow on purpose.

We specialize in helping…

Our Services

Man sitting at a desk talking on his mobile phone while viewing a cryptocurrency graph on an iMac computer.

🍽 Bookkeeping

For owners who want clean, accurate books and monthly financials without the hassle.

Person viewing analytics data on a laptop with glasses and a smartphone placed on a white desk.

📊 Month-End Financial Close

Controller-level review for accurate, insightful, decision-ready numbers.

Two people sitting at a round table in a brightly lit cafe, looking at a laptop together.

🚀 Strategic CFO Partnership

Full-scale package: forecasting, profitability optimization, long-term planning, executive reporting.

Two people working together with laptops and papers on a wooden table, discussing and writing notes.

🛠️ Restaurant Operations Support

From the kitchen to the cash register, we turn strategy into action. We help create SOPs, optimize scheduling and labor deployment, streamline back-office systems, and build accountability across front and back of house.

Client Results:

  • "Pivot didn’t just fix our books, they fixed our scheduling and labor systems — now my managers run smoother shifts and I can finally breathe."



    - Jay
    Indulge Wine Bistro Operations Manager

  • "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 franchise."

    Kristal
    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!