Website: pivotcpas.com
Phone: 904-280-2053
Pivot CPAs is a certified public accounting and business consulting firm serving Jacksonville and Northeast Florida, with an office in Ponte Vedra Beach and a second office in Gainesville, Florida. The firm describes itself as the largest locally-owned audit and tax firm in Northeast Florida. It is an Independent Member of BDO Alliance USA and states that it uses BDO’s policies, procedures, training programs, and national resources so that its services meet BDO’s quality standards.
Services
The firm offers a broad range of accounting and advisory services. According to its website, these include assurance services, tax services, accounting services, employee benefit plan (EBP) audits, family office services, business advisory, and outsourced accounting. Pivot CPAs presents itself to clients as a business partner that provides guidance and leadership beyond tax filing and annual audits.
Within its business advisory practice, the firm lists bookkeeping and external accounting support, describing this as handling day-to-day accounting tasks and providing either temporary help or full-time ongoing external support to keep financial records accurate and current. Related advisory offerings include cost-containment strategies, general ledger entry and month-end closings, accounting system design, setup, and training, business budgeting and planning, cash flow forecasts and projections, cash flow analysis, payroll, property, and sales tax advice, management advisory services, internal control studies, and succession planning.
Who They Serve
Pivot CPAs works with clients across several industries in North Florida. The website identifies construction, manufacturing and distribution, real estate, transportation and logistics, and professional services, and it also references accounting and advisory services for nonprofit organizations and healthcare and medical practices.
The firm maintains a dedicated construction accounting practice serving contractors, developers, and trades, including residential and commercial homebuilders, subcontractors, and general contractors. Described construction services include audit, review and compilation for bonding, lenders, and compliance, overhead analysis and budgeting, job cost efficiency and profitability analysis, budgeting and cash flow analysis, strategic planning and business advisory, business transition and succession planning, claims preparation and consulting, work to support bonding and credit capabilities, bonus and incentive program development, and construction tax planning and preparation. The site notes the firm’s membership in the Associated Builders and Contractors First Coast Chapter, the Construction Accounting Network, and the Northeast Florida Builders Association.
Approach & Tools
The firm frames its work around local expertise strengthened by a national network through the BDO Alliance, and it emphasizes a personalized, hands-on approach to advisory engagements. For construction clients, it references familiarity with regional issues such as lien law compliance, weather delays, and workforce retention. The website explains that advisory engagements typically begin with a review of a client’s financial data and business goals, followed by ongoing analysis and discussion, with meeting frequency varying from monthly to quarterly check-ins depending on client needs.
The firm distinguishes bookkeeping and accounting, which focus on recording and reporting financial data, from advisory services, which focus on analyzing that data to guide business decisions. The website states that advisory services are used by companies of all sizes, including small businesses looking to improve cash flow visibility, budgeting, and financial decision-making, and that such services can help identify inefficiencies, cash flow issues, and operational challenges affecting performance. For construction clients specifically, the firm describes supporting subcontractors, developers, construction CEOs, and controllers, and references work on job costing, bonding requirements, and major expansions.
The firm serves clients from offices in Ponte Vedra Beach and Gainesville, and describes its reach as extending across Jacksonville, Northeast Florida, North Central Florida, and beyond. It characterizes itself as a responsive communicator and problem solver that uses technical skill to help clients strategize and grow. Pivot CPAs provides a client portal and online bill payment, and publishes a blog covering industry predictions, regulatory updates, and tax topics. Businesses in Jacksonville and Northeast Florida, including construction and trades firms seeking accounting, bookkeeping, assurance, tax, or advisory support, may find the firm’s offerings relevant to those needs.