Consulting Services

Introducing our Consulting Services at Pivotal Forensic Accounting and Audits. With 20 years of commitment to the community and nearly 30 years of service, our extensive experience enables us to effectively address the evolving needs of local businesses and individuals.

Expert Consulting Services for local businesses

With our expertise in forensic accounting, tax return preparation, payroll processing, and bookkeeping, we provide strategic insights that help businesses across a wide range of industries thrive. We understand that every organization faces unique challenges and goals, which is why we take the time to understand what sets your business apart. Whether you’re a startup, a growing enterprise, or an established company, our tailored consulting services are designed to meet your specific needs. From navigating complex financial challenges to optimizing operations and ensuring compliance, we are committed to helping your business succeed.

Business Health Assessment

A comprehensive evaluation of a company’s financial performance, operational efficiency, and market positioning to identify strengths, weaknesses, and opportunities for growth.

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Business Start-up

Guidance for new entrepreneurs, including business structure selection, financial planning, tax compliance, and establishing efficient accounting systems.

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CFO Services

Fractional or outsourced Chief Financial Officer (CFO) support, providing financial strategy, budgeting, forecasting, and cash flow management for businesses without a full-time CFO.

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Human Resources

Advisory services on HR policies, payroll management, employee benefits, compliance with labor laws, and workforce planning to improve operational efficiency.

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Risk Assessment

Identifying financial, operational, and regulatory risks within a business and developing mitigation strategies to protect assets and ensure compliance.

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Strategic Consulting

Long-term business planning and financial strategy development to improve profitability, scalability, and competitive positioning in the market.

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Industries we serve:

An accounting firm can provide business consultation services to a wide range of industries, including:

  1. Healthcare & Medical – Private practices, hospitals, dental clinics, and other healthcare providers.
  2. Legal Services – Law firms, solo attorneys, and legal consultants.
  3. Real Estate & Property Management – Commercial and residential real estate agencies, property management firms, and real estate investors.
  4. Construction & Contracting – General contractors, subcontractors, home builders, and specialty trades.
  5. Retail & E-Commerce – Brick-and-mortar stores, online businesses, and product-based companies.
  6. Hospitality & Tourism – Hotels, resorts, restaurants, travel agencies, and event planning businesses.
  7. Manufacturing & Distribution – Factories, supply chain management, and wholesale distributors.
  8. Technology & IT Services – Software development firms, SaaS providers, and IT consulting businesses.
  9. Automotive & Transportation – Car dealerships, trucking companies, and auto repair shops.
  10. Nonprofits & Charities – 501(c)(3) organizations, religious institutions, and social service agencies.
  11. Finance & Investment – Financial advisory firms, insurance agencies, and investment companies.
  12. Entertainment & Media – Film production companies, advertising agencies, and digital media creators.
  13. Education & Training – Private schools, tutoring centers, and vocational training institutions.
  14. Agriculture & Farming – Agribusinesses, ranching operations, and organic food producers.
  15. Energy & Utilities – Renewable energy firms, oil and gas companies, and utility providers.
  16. Professional Services – Consultants, marketing agencies, and executive coaching businesses.
  17. Government & Public Sector – Municipal agencies, government contractors, and regulatory bodies.