Pivot Accounting - Pivot Accounting

Brands That Trust Pivot

We partner with leading franchise brands to provide expert accounting and financial guidance.

Most multi-unit franchise operators face the same three critical challenges:

Your books don’t look the same across locations - and your franchisor knows it.

Inconsistent transaction coding and a patchwork of accounts means your financials tell a different story at every location. That’s a problem when your franchisor asks questions.

One late filing can cost you rebates, trigger penalties, and put your agreement at risk.

Compliance deadlines don’t wait. Missing them doesn’t just cost money – it puts your franchise relationship on the line.

You find out a location is bleeding margin 60 days after it started. By then, you’ve already lost it.

Delayed reporting means delayed decisions. By the time you see the problem, it’s already compounded.

You’re adding locations but your accounting infrastructure wasn’t built to scale.

What works at 3 units breaks at 10. If your books aren’t built for growth from the start, every new location compounds the problem.

What You Get

More Than Bookkeeping. Real Financial Partnership.

Books closed accurately, every period, on time.

Comprehensive bookkeeping, reconciliation, and GL management — built to your brand’s standards.

Franchisor reporting handled - no missed deadlines.

On-time submissions, compliant financials, and no more penalty risk as you add locations.

Unit-level P&Ls so you see exactly where you stand.

Know which locations print money and which ones bleed margin – before it’s too late to do anything about it.

A team that reviews your financials with you.

Monthly or quarterly calls to walk through your numbers. We don’t email a report and disappear.

R365 and QBO expertise - setup through optimization.

Platinum-certified in R365 and QBO. We handle the setup, the integrations, and the ongoing management so your books run the way they are supposed to.

Strategic guidance as you grow.

Tax planning, profitability consulting, fractional CFO services, and exit readiness when the time comes.

Also Available

Priced per engagement. Ask your Pivot team for a custom scope and quote.

Built for Every Stage

From Your First Unit to Your Exit.

1–5 Units

Getting Started

New to franchising? We set up your books right from day one — brand-compliant Chart of Accounts, clean GL structure, and proper reporting — so you’re never playing catch-up.

6–25+ Units

Growing Your Portfolio

Adding locations? We standardize your accounting across every unit so your books look the same at 5 locations as they do at 50. Your financial infrastructure grows with you without breaking down.

Any Size

Planning Your Exit

Selling your portfolio? Our financials are clean, audit-ready, and built to maximize your valuation. When it’s time, your books won’t slow you down.

The R365 Enterprise Advantage:
Engineered for Scale

We don’t just use Restaurant365; we architect it. Pivot provides the high-level systems intelligence that turns a complex ERP into your most valuable strategic asset.

Precision API Architecture

We specialize in the deep-level configuration of Direct API integrations (Toast, Brink, Revel). We manage the daily data flow, ensuring every transaction is mapped correctly to your GL without manual intervention.

Multi-Dimensional GL Design

We build brand-compliant Chart of Accounts. Our R365 experts structure your data so you can instantly slice performance by Location, Entity, Region, or Brand – no spreadsheets required.

Managed Enterprise Integrity

Automation is the engine; Pivot is the pilot. We provide the expert human oversight needed to manage intercompany consolidations, ‘Due To/Due From’ balances, and complex corporate allocations.

What Working With Pivot Looks Like

Most franchise operators come to us from a general CPA firm or a bookkeeping service that wasn’t built for this industry. Here’s what changes.

Reclaim 200+ Hours a Year

Stop spending your Sunday nights and office hours wrestling with spreadsheets and financial admin. We take the entire administrative burden off your plate so you can focus on what matters: running your business and making money.

Eliminate Compliance Anxiety

Being late or “behind” isn’t just stressful – it’s expensive. Between IRS penalties, state late fees, and the cost of cleaning up messy books later, the DIY approach carries a massive hidden tax most operators don’t calculate.

From Silent Data to Actionable Feedback

Most accountants send you a P&L and disappear. They tell you what happened and nothing else. Pivot gives you real feedback – what it means, what to watch, and what to do about it.

The ROI: Your time is your most valuable asset. Pivot frees you up to focus on operations, growth, and profitability.

The ROI: We move you from High Risk to High Compliance. Accurate, on-time filings mean you never pay another avoidable penalty.

The ROI: The systems we implement give you real-time visibility into your most critical numbers – revenue and cost of goods – so you’re never flying blind on the things that move your margin.

Our Packages

Flexible accounting solutions designed for multi-unit franchise operators. Each package includes either a Restaurant365 Enterprise Accounting Module or QuickBooks Online subscription—priced per unit to scale with your growth.

Elevate

Essential accounting services with dedicated support.

Standard bookkeeping
Monthly financial reporting
Bank & credit card reconciliation
GL account setup & maintenance
COGs reconciliation
Dedicated accountant support
Standard bookkeeping

Elite

Comprehensive accounting with advanced analysis and strategic guidance.

All Elevate features
Advanced profitability analysis
Quarterly tax planning
Custom reporting & KPIs
KPI reporting
Sales tax filing
1099 filing
Franchisor reporting & submission
Compliance & financial guidance

What Our Franchise Clients Say

Beyond accounting, Pivot delivers measurable business value. Here’s what our partnership means for your franchise operations.

"Pivot Accounting truly understands the franchise world—and it shows. Their niche focus gives us total confidence that we're in expert hands. The team is responsive, detail-oriented, and makes everything feel seamless. We finally feel supported by a firm that gets us."

Stephanie Moseley

Multi-Unit Marco's Franchisee

"Pivot Accounting is incredibly responsive and gets things done—fast. No chasing, no delays. They handle everything efficiently and keep us moving forward with confidence."

Ben Little

Multi-Unit Zaxby's & SweatHouz Franchisee

"As we scaled, our reporting needs became more complex. Pivot met that challenge head-on by replacing our traditional methods with a sophisticated, automated reporting suite. They've streamlined our oversight and provided a level of financial clarity that is essential for any serious multi-unit operator."

GR Waldrop

Jersey Mike’s, Dairy Queen, and Vicious Biscuit Franchisee

Certified & Trusted

We’re officially certified partners with industry leaders, ensuring world-class service and expertise.

R365 Platinum Partner

Certified implementation partner with platinum-level expertise in Restaurant365 solutions.

QBO ProAdvisor Platinum

Platinum-certified QuickBooks Online ProAdvisor with advanced expertise and highest service standards.

Ready to Scale Your Franchise?

Whether you’re opening your first location or preparing to sell your portfolio, we’d love to show you what Pivot can do for your franchise.

Franchise Accounting. Built Around You.

Franchise Accounting Experts. 65+ Years Combined Experience.

sales@pivotaccounting.com

Franchise Accounting. Built Around You.