Partner with a Team Who Understands the Restaurant Grind — and the Big Picture

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

What We Do

Built for Restaurants. Driven by Results. We don’t do cookie-cutter spreadsheets. We offer strategic financial support built for the fast-paced, margin-tight world of hospitality. Whether you’re prepping for a second location, dialing in your food costs, or getting ready to sell — we’re your financial partner at every stage.

âś… Clarity on Prime Costs (food & labor)

âś… Menu Pricing & Profitability Strategy

âś… Weekly Cash Flow Tracking & Forecasting

âś… Multi-Unit & Franchise Growth Planning

âś… M&A and Exit Strategy Support

âś… Controller-Level Bookkeeping & Oversight

âś… Cleanups, SOPs & Operational Systems

📍 Whether you’re running one unit or five—we help you stop the bleeding, clean up your books, and grow profitably.

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

…businesses that rely on people to drive revenue:

đź“Ś Independent restaurant owners who need better visibility into food costs, labor efficiency, and cash flow

đź“Ś Multi-unit operators ready to scale with systems, strategy, and financial leadership

đź“Ś Hospitality teams managing catering, cafes, or service-based concepts seeking margin clarity

đź“Ś Emerging brands generating $150K+ who want to eliminate guesswork and make smarter, data-backed decisions

đź“Ś Owners preparing to sell who need clean financials, valuation clarity, and a strategic exit plan that maximizes returns

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

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🍽 Restaurant Bookkeeping

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.

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

đź“Š Month-End Financial Close

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.

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

🚀 Strategic CFO Partnership

This full-scale package delivers everything you need to grow profitably—cash flow forecasting, long-term planning, profitability optimization, executive reporting, and goal tracking.

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

🛠️ Restaurant Operations Support

This hands-on service is perfect for restaurant owners who want help turning strategy into action—from the kitchen to the cash register. We help create standard operating procedures, optimize back-office systems, and build accountability across both front and back of house.

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 franchise."

    Kristal
    Franchise Owner

đź’¬ 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.

âś… Clear assessment of your financial health
âś… Actionable steps to improve profit and cash flow
âś… 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!