Empowering Small Businesses to Thrive with Financial Clarity and Confidence.

🎯 Our Mission

At Pivot Financial Solutions, we believe restaurant and business owners deserve more time to lead, grow, and create — without being buried in spreadsheets, lost in labor schedules, or guessing at their numbers.

Our mission is simple:
To deliver financial clarity, strategic guidance, and operational accountability that helps hospitality businesses thrive. Whether you’re stabilizing, scaling, or preparing for sale, we ensure your books and your operations work hand-in-hand so your foundation supports your next move — with confidence and control.

Clients span restaurants, hospitality groups, logistics providers, and professional service firms.

A woman giving a presentation to a group of six diverse people in a conference room with colorful wall art and programs on a glass wall.

👥 Who We’ve Served

While based in the Lehigh Valley, PA, we support clients across NYC, New Jersey, Philadelphia, Boston, San Francisco, Denver, and nationwide.
From independent restaurants to multi-unit groups, and from service-based businesses to franchise operators, Pivot has helped owners gain control of their financial systems, operational workflows, and growth strategies.

💡 Why Choose Pivot?

Tailored to You — Every business is different. We customize every engagement to your goals, systems, and growth stage.
Clarity That Drives Action — We simplify your numbers and streamline your operations so you can act with confidence.
More Than Bookkeeping — We bring controller-level oversight, CFO-level insight, and hands-on operational support.
No Tax Distractions — We focus 100% on helping your business run smoother and more profitably — not tax returns.

🌟 From month-end close to growth strategy to restaurant operations, we’re your partner in profit and performance.

  • Founder/Lead CFO

    Jessica Watson didn’t just study restaurant numbers — she lived them. She started in restaurants at 17 as a host and worked nearly every position in the industry: server, cook, bartender, manager. She’s opened locations, trained teams, and led operations across multiple brands. She knows what it’s like to finish a double, handle payroll at 2 a.m., and still wonder where the money’s going.

    With a degree in accounting and a career rooted in restaurant operations, Jessica brings both financial precision and frontline insight to her role as Founder and CFO Advisor at Pivot Financial Solutions. She helps independent restaurant owners clean up their books, control prime costs, and build profitable, scalable businesses — whether they’re running one unit, preparing to sell five, or struggling to keep labor in line.

    Now, Pivot goes beyond the numbers with Operations Support — helping owners implement SOPs, streamline scheduling, improve accountability, and turn strategy into action on the floor.

    “I started Pivot because I’ve stood behind the bar, scrubbed the fryer, and counted the drawer. I know how hard this work is — and I believe restaurant owners deserve better support, smarter systems, and financial clarity they can count on.”

  • Fractional COO & Operations Partner

    Fernanda Mendoza is a results-driven operations leader with over a decade of experience in hospitality and business management. She has built her career optimizing restaurant performance, developing strong teams, and driving sustainable growth in high-pressure environments.

    Her expertise lies in streamlining processes, aligning resources, and creating accountability structures that turn strategy into consistent execution. At Pivot, Fernanda partners with owners to improve labor efficiency, strengthen management systems, and build the operational backbone needed for long-term profitability.

    “My goal is simple: to help companies achieve their objectives by aligning operational efficiency with long-term vision. With data-driven decisions, people development, and a focus on excellence, I create structures that support today’s success and tomorrow’s growth.”

  • Controller

    Angel brings over a decade of corporate accounting experience and five years of hands-on client support across industries like real estate, hospitality, law, and nonprofits. Her superpower? Turning complex financials into clean, accurate, audit-ready books — without the stress.

    At Pivot, Angel oversees day-to-day accounting operations and makes sure every client’s financials are timely, precise, and built to scale. She also partners closely with owners on back-office processes, helping streamline systems, strengthen controls, and keep operations running smoothly.

    “I love giving clients peace of mind — knowing their numbers are right, their systems are strong, and they’re set up for whatever comes next.”

Contact us

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