Pivot your practice into the future
Transform your firm from historical and compliance focused to a proactive client advisory driven one
About Pivot Strategic Partners
Our Expertise
As former accounting firm owners, we’ve experienced firsthand the pressures of adapting to a rapidly changing industry landscape. Labor shortages, the need for affordable yet skilled resources, and the shift towards virtual, just-in-time client service are challenges we know all too well. Pivot is born out of a commitment to address these challenges head-on, offering a suite of consulting services designed to help small to mid-sized CPA and accounting firms thrive.
Our Approach
We take a holistic approach to customize the pivot unique to you, helping firms like you grow profitability, by focusing wholistically on the needs of the firm to transition from a historical backwards looking firm focused on compliance to a forward looking proactive firm focused on advisory services
Our 3 step approach provides a custom roadmap and transformation process that incorporates:
- Discovery (current state and best practice )
- Operational and Implementation of best practices and procedures
- Labor Optimization and Management through our whitelabel bookkeeping program
In the Discovery Phase we help you look at all aspects in our discovery phase, so you understand the gaps and best practices needed to pivot and transition for the future We provide a roadmap and help you develop the needed processes and tools as well as look at labor optimization to manage your current work load and accept more growth. This blueprint helps you identify gaps and prepare to be a firm of the future.
Our next phase,
Operational and Implementation helps build the blueprint to close the gaps and make the transition, this includes looking at all areas of the business, operations, workflows, Pricing, Services, marketing, sales, and quality control and put into place a playbook you can implement to grow you practice and focus on high value advisory services.
Finally in the Labor Optimization phase we help you optimizing your labor by tapping into our offshore labor pool to optimize monthly costs and maximize quality delivery of advisory services. We provide quality back office labor to support your firm and help manage workflow of seeing your work is done on time and on budget.