Our Services
As your trusted business partner, we offer accounting, financial planning, tax preparation and guidance, HR/payroll support services, and strategic business advice.
Business Structure Creation
Based on a comprehensive analysis of your business and business situation, Pivot Enterprises is able to help you add necessary structure and systems to help your business thrive—or to help your business gain more clarity. We want you to have a greater understanding of your financial standing, so this often includes the preparation of financial statements.
Ongoing Accounting & Financial Services
Pivot Enterprises supports you with financial reporting and accounting services that are important to your organization. Our advisory services help you make decisions that will help your organization secure a prosperous future. Just as important, we stay on top of business-specific and/or industry-relevant developments that may require you to have new accounting policies in your organization.
Business Plan Creation
To get to the next level of growth or stability, your organization needs to be able to overcome challenges and prioritize opportunities. To reach your desired outcomes and vision for your organization, we partner with you to establish a clear direction, align your operations, and then put controls in place to foster and monitor results.
Year-End & Quarterly Tax Preparation
As recognized experts in tax services, we advise clients on decisions such as asset acquisition, accounting method, depreciation methods, capitalization, and much more. Part of that process also includes helping you plan for and prepare your quarterly and year-end taxes. Our goal is to continue to share and educate clients on meaningful strategies that can make a difference on the bottom line.
Business Insurance
Insurance is integral for the long-term success of every organization. True to our approach, we can help you customize and select insurance that best fits the needs of the business you've created.
Payroll & HR Services
Streamline your payroll and make your HR processes more efficient. As your organization’s trusted partner, we offer consolidated services that make payroll and HR as it should be: strategic, but also pain-free.
Retirement & Succession Planning
Forward-thinking owners know the importance of transition planning. We help you identify and develop objectives and key milestones to help ensure your business can thrive for years, and generations, to come.
We also work with you to create a customized plan to build and protect your wealth. Areas of our retirement planning include income strategies in retirement, investment strategies, generational planning, and college funding, among other areas. Based on your financial objectives, Pivot Enterprises can help you prepare, plan, and take the necessary next steps for a long-term, disciplined approach.