Strategic Financial Leadership — Without the Full-Time Cost

What We Do

We provide part-time, on-site CFO services to help growing businesses improve cash flow, margins, and financial clarity. You get senior-level financial leadership, without hiring a full-time CFO.

We work directly with your team to turn financial data into smarter decisions, stronger systems, and better results.

Who We Help

Ideal for businesses that need more than bookkeeping but aren’t ready for a full-time CFO.

We Support

Companies with $5M–$50M in revenue

Industrial, service-based, and founder-led businesses

Teams preparing for growth, financing, or operational change

Everything You Need, Nothing You Don’t

  • Strategic planning, forecasting, and budgeting
  • Cash flow visibility and working capital improvement
  • Vendor and cost structure analysis
  • KPI dashboards and financial reporting
  • Operational insights tied to financial performance

Why Pivotal

Financial Leadership That Shows Up

  • Over 50 years of combined financial and operational experience
  • On-site and hands-on, we don’t just Zoom in
  • One service, both CFO and controller support

Ready for next-level financial clarity? Contact us today.