Insights

Growth and scale Pivot CPAs is a mid-sized regional firm with revenue between 50M and 100M and a headcount of 51-200, indicating potential for services targeting expansion planning, process optimization, and technology-enabled accounting solutions as they continue growth.

Talent development The emphasis on hiring, development, and recognition as a best place to work signals opportunities for executive coaching, leadership development programs, and HR analytics services to attract and retain top talent.

Tech-forward A modern tech stack including Google Cloud, JSON-LD, JotForm, and WhatsApp suggests openness to cloud-based efficiency tools, data analytics, workflow automation, and client experience enhancements.

Partner leadership Recent promotions to Assurance Partner and long-tenured staff indicate succession planning needs and opportunities for advisory services around governance, risk, and performance improvement.

Market positioning Being Northeast Florida’s largest locally-owned independent CPA firm with awards for workplace culture creates a competitive opening for services that leverage local market insights, industry specialization, and client retention strategies.

Similar companies to Pivot CPAs

Pivot CPAs Tech Stack

Pivot CPAs uses 8 technology products and services including QuickBooks, WordPress, Microsoft 365, and more. Explore Pivot CPAs's tech stack below.

Media & News

Pivot CPAs's Email Address Formats

Pivot CPAs uses at least 4 email formats:
Pivot CPAs Email FormatsExamplePercentage
FLast@pivotcpas.comJDoe@pivotcpas.com
89%
Last@pivotcpas.comDoe@pivotcpas.com
8%
LastFirst@pivotcpas.comDoeJohn@pivotcpas.com
1%
First-Last@pivotcpas.comJohn-Doe@pivotcpas.com
2%

Frequently Asked Questions

What is Pivot CPAs's phone number?

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You can contact Pivot CPAs's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pivot CPAs's official website and social media links?

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Pivot CPAs's official website is pivotcpas.com and has social profiles on LinkedIn.

How much revenue does Pivot CPAs generate?

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As of August 2026, Pivot CPAs's annual revenue is estimated to be $50M - $100M.

What is Pivot CPAs's NAICS code?

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Pivot CPAs's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Pivot CPAs have currently?

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As of August 2026, Pivot CPAs has approximately 80 employees across 3 continents, including North America, Europe and South America. Key team members include Assurance Senior Manager: K. V., Senior Tax Manager: E. L. B. and Tax Manager: T. J. Explore Pivot CPAs's employee directory with LeadIQ.

What industry does Pivot CPAs belong to?

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Pivot CPAs operates in the Accounting industry.

What technology does Pivot CPAs use?

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Pivot CPAs's tech stack includes QuickBooks, WordPress, Microsoft 365, Microsoft Dynamics, Google Cloud, WhatsApp Business, Constant Contact and WP Engine.

What is Pivot CPAs's email format?

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Pivot CPAs's email format typically follows the pattern of FLast@pivotcpas.com. Find more Pivot CPAs email formats with LeadIQ.
Pivot CPAs logo

Pivot CPAs

AccountingFlorida, United States51-200 Employees

Pivot CPAs is an accounting firm based in Ponte Vedra Beach, Florida. The firm emphasizes recruiting and developing personnel with strong technical skills to deliver service through individuals who directly interact with clients, highlighting a people-centric approach to satisfaction and long-term relationships. Its work spans assurance services for privately and publicly held companies, within a locally owned independent firm context that positions Pivot CPAs as a regional player in Northeast Florida. The organization has grown through staff acquisitions and internal promotions, and has earned recognition as a workplace favorite in the accounting field, reflecting its focus on professional standards and a collaborative environment. Recent activity includes participation in client-facing events and notable leadership changes, such as the promotion of an Assurance Partner, underscoring ongoing development and client service continuity.

Section iconCompany Overview

Phone number
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    Pivot CPAs's revenue is estimated to be in the range of $50M - $100M

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