Built on Real Financial Expertise. Focused on Real Results.
Pivot Edge Analytics exists because most small business owners and individuals are making important financial decisions without reliable numbers to back them up. The data exists — it just isn't working for them yet. That's the problem PEA solves.
About Shawn Cevette - Founder, Pivot Edge Analytics
I started Pivot Edge Analytics to bridge the gap between complex financial data and the clear, actionable insights that actually drive decisions.
My background is in financial analysis — I hold the Financial Modeling & Valuation Analyst (FMVA) certification from CFI, and am a certified QuickBooks ProAdvisor at the Gold Tier. That combination of credentials means every dashboard, template, and consulting engagement I deliver is grounded in real financial analysis — not just formatting.
I work with small business owners who need financial visibility without hiring a full-time analyst, and with individuals who are serious about taking control of their personal finances.
The PEA Approach
Every engagement starts with the same question: what decision are you trying to make, and what do you need to see clearly to make it?
From there, the solution — whether it's a pre-built template, a custom dashboard build, or QuickBooks consulting — is built around your actual numbers and your actual situation.
No fluff. No Filler. Just clear numbers and better decisions.
What Makes Us Different
Expertise, Not Just Templates
Every solution is grounded in real financial analysis — built using proven modeling frameworks, not generic formulas.
Built for Your Situation
From pre-built templates to fully custom dashboard builds and QuickBooks consulting, every solution is designed around your actual workflow and numbers.
Strategic Focus
The goal isn't a prettier spreadsheet. It's clarity — so you can see your numbers clearly and make better decisions faster.