Frequently Asked Questions

Straightforward answers to help you understand what we do, how we work, and how we can support your business growth.

  • We are located in Melbourne, FL, but we provide small businesses across the United States the consulting services needed to thrive and grow anywhere in the U.S. All of our work is able to be performed in a remote environment. Working remote allows us to leverage talent from all over the country. We utilize Zoom to engage with clients and seamlessly integrate with their teams to understand their needs and goals. At a client's request we will travel to be on site, but a majority of all work will be performed remotely.

  • Yes, we will work with clients anywhere in the United States. 

  • We understand that no single solution works for every business. Your investment will depend on the type of work and your specific needs. To keep things flexible, we offer several options—retainer, project-based, or a hybrid plan that combines a retainer with hourly support for work beyond the agreed scope. Once we learn more about your goals, we’ll provide a clear, tailored estimate just for you.

  • Engagements can vary depending on your needs, but a typical contract lasts about six months. Many clients choose to extend for long-term stability and consistency. No matter the timeframe, we’ll work with you to create an agreement that best fits your business.

  • Our Fractional CFO services deliver expert financial strategy and insights without the cost of a full-time employee. We help you understand your numbers, manage cash flow, forecast accurately, and make smarter decisions to drive growth—while handling the complex financial details so your team can focus on scaling your business.

  • A coach guides you by asking questions and helping you find your own answers. A consultant, on the other hand, rolls up their sleeves, analyzes your business, and provides clear, actionable solutions. At Pivot, we blend both, providing strategy and support.

  • We specialize in companies with $250K–$4M in annual revenue—businesses that are beyond startup mode but not yet large enough for a full-time CFO or COO. We also partner with entrepreneurs who need assistance with establishing a framework and foundation before launching a new business.

  • We’ve worked with a wide range of industries, including:

    • E-commerce

    • Professional services

    • Contractors

    • Logistics & supply chain

    • Manufacturing

    • Construction

    • Creative agencies

    Our focus is less about industry and more about helping growth-minded businesses that are ready to scale.

  • Simple, book a free strategy session with us. You’ll walk away with insights you can use immediately, even if we don’t work together.