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)
…businesses that rely on people to drive revenue:
Our clients include:
🛠 Service-based businesses like cleaning, logistics, and therapy offices that rely on clean financials, streamlined operations, and structured leadership.
🍽 Independent restaurant owners who need visibility into food costs, labor performance, and day-to-day efficiency.
🏢 Multi-unit operators and restaurant groups scaling their systems, strategy, and financial leadership.
🥗 Hospitality concepts like catering and cafés that need margin clarity and operational control.
🚀 Emerging brands generating $150K+ that want to eliminate guesswork and make smarter, data-backed decisions.
💼 Owners preparing to sell who need clean books, valuation insight, and operational readiness.
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
🍽 Bookkeeping
For owners who want clean, accurate books and monthly financials without the hassle.
📊 Month-End Financial Close
Controller-level review for accurate, insightful, decision-ready numbers.
🚀 Strategic CFO Partnership
Full-scale package: forecasting, profitability optimization, long-term planning, executive reporting.
🛠️ 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: