Financial & Operational Leadership for Hospitality Businesses

Hands-on support that connects financial insight to real operational change.

What We Do

We partner with owners as hands-on financial and operational leaders. Our work turns insight into action across growth, stabilization, and transition.

…Hospitality businesses where operations, people, and margins matter:

Our clients include:

  • Independent restaurants and hospitality concepts

  • Multi-unit operators and growing groups

  • Hospitality brands navigating growth, change, or transition

We specialize in helping…

We connect financial insight to real operational change so owners can move forward with clarity.

Our Services

STABILIZE

GROW

TRANSITION

Client Results:

  • Pivot Financial is a trusted partner who brings clarity, discipline, and smart operational insight to our regularly scheduled reviews as well as to moments when we are in touch for help with a particular situation. Their team consistently spots what matters most, backs it up with meaningful analysis, and comes prepared with practical solutions. We’ve confidently recommended Pivot to fellow entrepreneurs with excellent results and deeply value the expertise, care, and leadership they bring to our business.

    Harmony & Robert
    York Building Services - NYC

  • "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 - PA