Our Services

Analysis

Companies that grow quickly in a short window tend to outgrow their team without even noticing. To make sure you can rest easy, we assess your financial reports, bookkeeping, internal processes, and your team. Then we create a detailed assessment and action plan to get your books and team where they should be.

Renovation

We can’t bring ourselves to walk away from anything that makes our eye do that twitchy thing. So this is where we roll up our sleeves and get started on our action plan. Consider this a clean slate for future business and growth.

maintenance

Whether or not you’ve got an internal accounting team, we help you stay on top of your financial goals. Our team of virtual bookkeepers and fractional CFO’s are here to maintain your weekly books, provide monthly reports, and stay regularly in touch with your business.

What is a Fractional CFO?

A fractional CFO is a professional who provides part-time financial management services to businesses on a contract basis.

The primary responsibilities of a fractional CFO include managing cash flow, budgeting, financial reporting, and providing strategic advice on financial decisions.

Fractional CFOs can be particularly beneficial for startups or small businesses that are rapidly growing and require financial guidance.

CFO Strategy Services Available with Pivot Business Group

Advisory CFO

• Monthly calls with your CFO

• Text and email support throughout the month

• Focus on: Cash flow and profit

• Monthly easy to understand financial reports

Fractional CFO

• Twice a month calls with your CFO

• Text and email support through the month

• Focus on: Cash flow, Profit, Sales, Teams and Systems

• Monthly easy to understand financial reports

• Oversight of the bookkeeping

• Budget

• Cash Flow Forecast

• Coordination with outside vendors like Bankers & CPA’s