# Pivot CPAs
Source: https://planprovider.pro/provider/pivot-cpas

> 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…

Employee Benefit Plan Auditor

Ponte Vedra Beach, FL

## 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/](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|

| SCIENS BUILDING SOLUTIONS 401(K) PLAN|SCIENS BUILDING SOLUTIONS, LLC, CA|$73M|1,901|

| BSF PROFIT SHARING AND EMPLOYEE SAVINGS PLAN|BEAVER STREET FISHERIES LLC, FL|$35M|227|

| STENNER PUMP COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST|STENNER PUMP COMPANY, INC., FL|$32M|105|

| US ASSURE INSURANCE SERVICES OF FLORIDA, INC. 401 (K) PROFIT SHARING PLAN|US ASSURE INSURANCE SERVICES OF FLORIDA, INC., FL|$28M|168|

| AMPORTS 401(K) PLAN|AMPORTS, INC., FL|$26M|579|

| SOUTHEAST ORTHOPEDIC SPECIALISTS 401(K) PLAN AND TRUST|SOUTHEAST ORTHOPEDIC SPECIALISTS, LLC, FL|$25M|148|

| FARAH AND FARAH, P.A. 401(K) SAVINGS PLAN|FARAH & FARAH, P.A., FL|$22M|411|

| MOBRO MARINE, INC. 401(K) PLAN|MOBRO MARINE, INC., FL|$15M|97|

| TOTAL MILITARY MANAGEMENT, INC. RETIREMENT PLAN AND TRUST|TOTAL MILITARY MANAGEMENT, INC., FL|$13M|276|

| VENUS FASHION, INC. RETIREMENT BENEFITS PLAN|VENUS FASHION, INC., FL|$12M|195|

| INTECROWD LLC 401(K) PLAN|INTECROWD LLC, FL|$12M|182|

| IVENTURE SOLUTIONS, INC. 401K P/S PLAN|IVENTURE SOLUTIONS, INC., FL|$12M|177|

| STENNER PUMP COMPANY, INC. RETIREMENT SAVINGS PLAN|STENNER PUMP COMPANY, INC., FL|$11M|113|

| LANDSOUTH CONSTRUCTION, LLC 401(K) PROFIT SHARING PLAN|LANDSOUTH CONSTRUCTION, LLC, FL|$10M|90|

| MAJORITY STRATEGIES 401(K) PLAN|MAJORITY STRATEGIES LLC, FL|$10M|130|

Showing top 20 of 29 plans serviced in 2024.

## Other Employee Benefit Plan Auditors in FL

- [Ramos & Floyd CPAS PLLC](https://planprovider.pro/provider/ramos-and-floyd-cpas-pllc) - Lakeland, FL

- [Swift Enos & Associates, P.A.](https://planprovider.pro/provider/swift-enos-and-associates-pa) - Palm Beach Gardens, FL

- [Zomma Group, LLP](https://planprovider.pro/provider/zomma-group-llp) - Coral Gables, FL

- [Rivero, Gordimer & Company, P.a.](https://planprovider.pro/provider/rivero-gordimer-and-company-pa) - Tampa, FL

- [Anchin Block & Anchin LLP](https://planprovider.pro/provider/anchin-block-and-anchin-llp) - New York, NY

- [Patrick & Raines, LLC](https://planprovider.pro/provider/patrick-and-raines-llc) - Jacksonville, FL

- [Parks & Company, LLC](https://planprovider.pro/provider/parks-and-company-llc) - Coconut Creek, FL

- [Assurance Dimensions Inc.](https://planprovider.pro/provider/assurance-dimensions-inc) - Tampa, FL

- [BAS Partners LLC](https://planprovider.pro/provider/bas-partners) - Pembroke Pines, FL

- [Smoak, Davis & Nixon LLP](https://planprovider.pro/provider/smoak-davis-and-nixon-llp) - Jacksonville, FL

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