FAQ

We’ll start by reviewing every process that keeps your books clean and accurate. If your business has moved past paper invoices, we can take care of nearly all your accounting tasks — from batching and exporting your CRM data to reconciling deposits, classifying income by department, entering bills, managing credit cards, balance sheet accounts, and preparing CPA-ready financials.

Yes, most of our clients come to us because we are known for being able to clean up the accounting messes that span over multiple years, bookkeepers, and CRM's.  

Yes, we have helped many clients who started their companies grew to the millions quickly and didn't do any accounting! While a mess, we make the process easy for the business owner and do the heavy lifting.

Every Single Day.  We want our contractors to have updated financials that are useful and to do that we keep transactions categorized daily. 

This is one of the ways we on average close 70% of our clients books by the 10th of the month and 90% by the 15th and 98% by the 20th.

Yes. We will track PO's, Bills, Bill Payments so that you know exactly how much you owe to each vendor without having to login to the vendor portal.

Absolutely, we record your vehicles and associated vehicle loans to your balance sheet and record payments as they are made. 

One of the most common mistakes we see is incorrectly entering vehicle leases, vehicle payments as expenses on the PNL.  

We also record monthly depreciation keeping your EBITDA easy to calculate.

Yes! We will categorize your financials according to your business units like Install, Service & Maintenance.  

We will also split the Materials and Labor by Business Unit/Class giving you accurate gross margins! 

First we will guide you through setting up the core accounting processes and systems required to operate your business correctly.  To name a few: AP Process, AR Process, Cashflow Management best practices, Compensation Plans and KPI's, Performance Pay, and other best practices.

We turn your books into strategy — analyzing cash flow, pricing, margins, and growth opportunities to help you scale profitably.

Once you’re past $150k/mo+ in revenue it makes sense to start working with a Fractional CFO.  We have quarterly, monthly and bi-weekly service levels to fit your budget and goals.

Yes — when operating a business successfully your financial team includes bookkeeping, paying bills, collecting cash, reconciling, cashflow management, analysis, and strategy.  

When working with Pivotl we provide a full stack financial team for your company at a fraction of the cost to hire for those roles directly.

Absolutely. We can develop various budgets including: Call Count Budget, Sales Budget & Overhead Budget.  

Forecasting is a critical component we can assist with and is part of our Goal setting module where we will work with you to set goals and align your strategy and cash position to achieve your target.

We have various service levels that start at $995/quarter and go up to $5k/mo depending on the level of support analysis and number of meetings each month.  Book a call with our team so we can learn more about your specific situation and needs.

We help optimize your workflows, reporting, and integrations — so your data flows seamlessly from the field to finance.

Yes. We specialize in mapping transactions correctly for clean accounting and real-time profitability tracking.

Yes. We build custom reports for job costing, tech performance, and department profitability.

Absolutely — we diagnose and resolve ServiceTitan-to-QuickBooks sync problems during onboarding or as part of ongoing support.