Why Business Owners Choose Pivot Financials:
✅ Strategic, Not Just Transactional
We're not just bookkeepers — we’re growth partners, offering financial leadership at every stage.
✅ Clarity & Accountability
We turn complex reports into simple insights, with systems to keep your goals on track.
✅ No Tax Prep, Just Business Strategy
We stay focused on what drives profitability — not just compliance.
🍽 Restaurant Bookkeeping
Essential financial tracking for clarity and peace of mind.
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.
Includes:
✅ Monthly Bookkeeping (Bank & Credit Card Reconciliations)
✅ Monthly Financial Statements (Profit & Loss, Balance Sheet, Cash Flow)
✅ Custom Chart of Accounts (Tailored to Your Business)
✅ Unlimited Email Support for Financial Questions
✅ Optional: Add-On Bill Pay & Vendor Management
Ideal For:
Business owners with $150K+ in annual revenue who want reliable financial reporting to stay organized and stress-free.
📊 Month-End Close & Financial Reporting
Accurate, timely financials for smarter decision-making.
This package is for businesses with in-house bookkeepers who need a Controller-level month-end close, ensuring that their financials are accurate, insightful, and ready for decision-making.
Includes:
✅ Bank & Credit Card Reconciliations
✅ Month-End Journal Entries (Accruals, Prepaids, etc.)
✅ Monthly Financial Statements (P&L, Balance Sheet, Cash Flow)
✅ Financial Review & Recommendations
Perfect For:
Businesses with $150K+ in revenue that already handle day-to-day bookkeeping but want professional oversight and financial clarity.
🚀 Strategic CFO Support
Strategic financial insights to guide growth and increase profitability.
This full-scale package delivers everything you need to grow profitably—cash flow forecasting, long-term planning, profitability optimization, executive reporting, and goal tracking. These packages are customized to your restaurants needs.
You’ll receive a monthly KPI dashboard, financial reports, and margin strategy sessions tailored to your goals. We’ll forecast cash flow 3 to 12 months out, optimize your operations for better margins, and meet regularly to course-correct as needed. For businesses with investors or lenders, we’ll also prepare clear, customized reporting.
Includes:
✅ Monthly KPI Dashboard & Financial Reports
✅ Forecasting (3–12+ Months)
✅ Margin Strategy & Profit Optimization
✅ Monthly or Bi-Monthly Strategy Meetings
✅ Lender/Investor Reporting (If Needed)
🛠️ Restaurant Operations Support – Custom Quote
Support to implement what the numbers are telling you.
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.
Includes:
✅ SOP & Process Creation
✅ Back-Office Optimization
✅ Front & Back of House Accountability Systems
✅ Technology & Software Implementation Support
✅ Ongoing Operational Check-Ins
💳 Bill Pay & Vendor Management
📊 Custom Financial Dashboards
🗓️ Extra Strategy Session
📈 On-Demand Project Support (Pricing, Costing, Planning)
🧹 Bookkeeping Cleanup (Catch-Up & Corrections)
🔄 Accounting Software Migration (QuickBooks, Xero, etc.)
📝 Standard Operating Procedures (SOP) Creation
💼 M&A Support & Valuation Strategy
🏗️ Multi-Unit & Franchise Expansion