Who We Are
At Pivot CPAs, everything we do is grounded in our straightforward mission: Impacting Lives Beyond Accounting. We are dedicated to serving our clients, our teammates, and our community. We do this through trust, communication, and accountability, which we believe are the key ingredients to forming successful, long-term relationships.
We are eager to partner with you in pursuit of your goals. Our professionals are loyal advisors with high-quality work ethics and a love of the profession. Contact us today to learn more.
As a part of our mission to impact lives beyond accounting, we adhere to the following pivotal values:
- Prioritize Team Above Self. We are one team consistently striving to build a cooperative environment through positive attitude and open communication.
- Own Your Tasks. Each team member is accountable for their own actions – this includes managing work and deadlines.
- Be a Problem Solver. Strive to be a problem solver through client advocacy, creativity, technical skills, and communication.
- Take the Initiative. We take the next step without being told, whether client related or an internal project.
- Maintain Composure. Maintaining a high level of professional composure is extremely important in building strong relationships with clients and co-workers.
- Communicate Effectively. All our core values require strong communication, which includes active listening, seeking clarity, and being collaborative, concise, respectful.
The team at Pivot CPAs, and specifically Peter and Raejean, are more like business partners than just accountants. Their knowledge of our business, and their commitment to helping us strategize and grow, go above and beyond routine tax and accounting services. They have been with us every step of the way and are always ready to offer strategic counsel for any questions we have regarding the business or its principals. They have been integral to the way we plan and operate our business over the years. I would highly recommend them to anyone looking for a strong, knowledgeable accounting firm that will be a true partner.
We have been working with Pivot CPAs for the last ten years and have received excellent professional service from their partners and staff. Their expertise and responsiveness to both our accounting and auditing requirements has been outstanding. I would absolutely recommend them to anyone looking for a knowledgeable and competent accounting firm.
The team at Pivot CPAs provides an excellent work product and outstanding service. They are extremely service oriented, reasonably priced and go above and beyond the call of duty. I have and will continue to recommend them to anyone looking for a knowledgeable, detail oriented, accounting firm.
We are an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting, and service firms with similar client service goals. The BDO Alliance USA presents an opportunity for firms to expand services to clients without jeopardizing our existing relationships or our autonomy by accessing the resources of BDO USA, LLP and other Alliance members. The BDO Alliance USA was developed to provide Member firms with an alternative strategy for gaining competitive advantage in the face of a changing business landscape. The Alliance represents an opportunity for BDO to enhance relationships with reputable firms that share a mutual business understanding. The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership.