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Start-Up Business
Consulting

Bring your vision to life and elevate your business with Pivotal's expert guidance.

Empower Your Start-Up Journey

At Pivotal Finance, we understand that launching a successful start-up requires strategic planning, adaptability and expert guidance. Our dedicated team of start-up business advisors is committed to identifying and prioritizing what is essential for your success. From registering an EIN and choosing the right business entity to crafting a robust budget and setting up your office space, Pivotal is with you every step of the way, ensuring your business thrives from the get-go.

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Pivotal Insights, Transformative Opportunities

In today’s rapidly evolving landscape, start-up business consulting has advanced beyond traditional accounting, embracing cutting-edge technology and cloud computing. At Pivotal, we harness innovative software solutions to streamline and enhance your operations, offering integrated systems for forecasting, invoicing, payroll and more. This empowers you to make informed decisions and focus on what truly matters—growing your business.

Outsource your bookkeeping, taxes and additional services to Pivotal, allowing you to concentrate on your business's core objectives.

Pivotal Services for Start-Ups with Big Ambitions

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BOOKKEEPING

We establish and optimize your financial foundation with precision, ensuring seamless cash accounting and meticulous financial management.

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FINANCIAL PLANNING

Our expert advisors provide insightful financial reports and forecasting, empowering you to navigate your business toward your desired goals with confidence.

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TAX ADVISORY

With Pivotal on your side, you can rest assured that our tax experts manage all aspects of compliance, reporting and strategic planning, freeing you from worry about deadlines or regulatory changes.

Outsourced Financial Services That Evolve with Your Business

As your start-up transitions from inception to growth, Pivotal adapts to your changing needs with personalized, scalable financial solutions. Our expert team is dedicated to guiding you through every phase of your business journey, ensuring you are well-positioned for success at each stage.

GROWTH STAGE/MID-SIZED BUSINESSES

Your business is thriving with steady cash flow. Now's the time to optimize profits and explore growth opportunities. Pivotal partners with you to enhance your success and prepare for the next level.

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TRANSITIONAL/EXIT READY BUSINESSES

Strategic planning is critical when your business is on the verge of an ownership transition. Pivotal helps minimize risks and maximize returns, ensuring a smooth transition and securing your business's future.

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Real-World Solutions, Real Results

Our tailored, client-focused services have transformed financial strategies, delivering tangible business success for our clients. Experience the Pivotal difference as we streamline your approach to financial planning and drive meaningful results.
“The Pivotal Finance team helped me evaluate and structure the buy-in to my current practice. Today, they manage our financial operations and allow me to focus on delivering high-quality dental care to my patients. They are an essential part of the Lee Dental Associates team.”
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TRAVIS A. THOMPSON, DMDOWNER

Take your business to the next level with Pivotal Finance

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Let us help your business discover new opportunities and transform your future.