Pivotal Point Accounting Ladue
Ageras rating star
4.5 / 5 stars 3 reviews
Pivotal Point Accounting Ladue
Ageras rating star
4.5 / 5 stars 3 reviews


Hi! 👋

Pivotal Point Accounting was established in 2016 with the goal to empower business owners to embrace the freedom that comes from building their business on the foundation of their true authentic selves.

Pivotal Point Accounting helps business owners who are overwhelmed and unfocused by providing peace of mind, increased work life harmonization, and greater financial stability.

We achieve this through a proven process:
✔Assessing the current situation and set goals.
✔Updating the financials and ensuring everything is in compliance.
✔Reviewing current technologies, integrations and mappings for accuracy.
✔Evaluating processes and procedures for efficiency and effectiveness.
✔Implementing Fractional CFO services for ongoing accountability and support.

The Pivotal Point Process may benefit you if you are:
• Stuck and going in circles with no clear plan to advance your business and achieve your goals.
• Financially strapped even though business seems to be doing good and you can’t figure out why.
• Experiencing interactions with customers and employees that are less than favorable and are causing you stress.
• Missing clarity, direction and accountability to grow your business.

The holistic approach of The Pivotal Point Process will empower you to grow and develop your business while also providing support and personal development.

Request a quote to start the process of gaining peace of mind.

My Why:
I have witnessed the struggle of being a business owner since I was a child, as my mother performed accounting and tax preparation services for clients through her home-based business. Not only did I hear about the sacrifices and successes of the clients, but I also personally experienced the same as I watched my mother’s progression from start up to the sale of her business. This background gives me a unique perspective into the life of a business owner from the sacrifices one makes as an owner, to the impact on their family.

I am looking forward to meeting you and starting our journey together. 😊

To your success,


Interview quote

"I've always loved the idea of not being what people expect me to be." ~Dita Von Teese

Why do customers choose you?

Clients choose me because I am more than an accountant. To some, I am their trusted confidante, their counselor, a sounding board. I come alongside the business owner to help them reach their goals through providing the information that they need to make decisions and assisting them with solving problems along the way. Clients receive increased peace of mind, work life harmonization and greater financial stability.

What do you consider a fantastic customer experience?

A fantastic client experience would be one in which the relationship ends up transforming the life of the people I am working with. To me, this is more than a transaction. While I am engaged for the business and professional side of life, the business also impacts your personal life. I believe in a holistic approach, the sum of all the parts. The goal of the client experience is one that will impact your life on multiple levels.

How can you help businesses develop?

My expansive experience within various roles in accounting and across multiple industries helps me assist businesses from a different perspective. I understand the need of a boot strapped startup in maximizing the resources they have to the business that is in growth mode and finding the funding to support the business in the interim. I have a proven process that when implemented correctly, will get you results.

Company members


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Ageras rating star
4.5 / 5 stars 3 reviews
Amy Yan 2 years ago
I recommend Amy for all of your accounting needs. Amy has been an added value in helping me with my personal and business accounting. She is easy to talk to and I understand the accounting language when speaking to her. She definitely is up to date on ALL accounting rules. I use Pivotal Point Accounting every year knowing that everything will get done correctly and in timely manner.

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