About Pivot CPAs
<p>Founded in 2012, Pivot CPAs is a locally owned CPA firm headquartered in Ponte Vedra Beach in the Jacksonville area, with an additional office in Gainesville.</p> <p>The firm provides audit and assurance services along with tax and accounting support for businesses and organizations across Northeast Florida. Pivot CPAs also runs business advisory and family office services for clients that want help beyond year-end compliance work.</p> <p>Pivot CPAs uses the tagline “Beyond Accounting. Beyond Compare,” and is an alliance partner with BDO, which gives the firm access to national resources while keeping day-to-day service local.</p> <p>What sets Pivot CPAs apart is the combination of a Northeast Florida footprint and a BDO alliance that expands its technical resources.</p> <ul> <li>Auditor services through its assurance practice</li> <li>Tax planning and preparation</li> <li>Accounting and financial reporting support</li> <li>Business advisory services</li> <li>Family office services</li> </ul>
Website: https://www.pivotcpas.com/
Founded: 2012
Office Locations
- Ponte Vedra Beach, FL (Headquarters)
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 28
- Total AUM Audited: $1.7B
- 401(k): 28 plans, $1.7B AUM
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| ASSUREDPARTNERS 401(K) PLAN | ASSUREDPARTNERS, INC., FL | $1.1B | 9,755 |
| BORLAND-GROOVER CLINIC, P.A. PROFIT SHARING PLAN AND TRUST | BORLAND-GROOVER CLINIC, P.A., FL | $127M | 820 |
| DREAM FINDERS HOMES 401(K) PLAN | DREAM FINDERS HOMES, LLC, FL | $98M | 1,573 |
| THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN | THE SUDDATH COMPANIES, FL | $90M | 1,719 |
| SAFARILAND, LLC 401(K) RETIREMENT PLAN | SAFARILAND, LLC, FL | $89M | 891 |
| 401(k) Retirement Plan | Healthcare Sponsor, CA | $73M | 1,901 |
| 401(k) Retirement Plan | Manufacturing Sponsor, FL | $35M | 227 |
| 401(k) Retirement Plan | Professional Services Sponsor, FL | $32M | 105 |
| 401(k) Retirement Plan | Technology Sponsor, FL | $28M | 168 |
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