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Our Services | Bookkeeping, Payroll, Tax & Operations | Pivit

What We Do

Six services. One team. Every piece of your back office covered, so nothing falls through the cracks and nothing stays on your plate that shouldn’t be.

Process Systemization

Your business runs on knowledge trapped in people’s heads. We pull it out, document it, and build structured workflows so every task is done the same way every time. This reduces errors, improves consistency, and make it possible to delegate or scale without things breaking.

  • Workflow documentation
  • SOP development
  • Process organization charts
  • Delegation frameworks
  • Operational audits
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Workflow Automations

Your team is spending hours on tasks a machine should handle. We identify repetitive manual work in your operations and set up automated processes to handle them, so your people spend less time on low-value work and more time on things that actually require human judgment.

  • Automation audits
  • Tool configuration
  • Trigger-based workflows
  • Data flow optimization
  • Ongoing refinement
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Administrative Assistance

The day-to-day tasks that keep a business running but shouldn't require the founder's time. We handle inbox management, scheduling, data entry, document preparation, and vendor communication so these things don't fall on you or your core team.


  • Inbox and calendar management
  • Data entry and CRM maintenance
  • Document preparation
  • Vendor and supplier coordination
  • Meeting support
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Bookkeeping

We record and categorize every financial transaction in your business on an ongoing basis, reconcile accounts monthly, and keep your books accurate and up to date so you have a clear picture of where your money stands at any moment.

  • Transaction recording & categorization
  • Monthly reconciliations
  • Financial reporting
  • Catch-up and clean-up bookkeeping
  • Accounting system setup & optimization
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Payroll

We manage the end-to-end payroll process, calculating wages, processing payments, handling deductions, and ensuring filings are submitted correctly and on time for every pay period. Your team gets paid right. Your compliance stays clean.

  • Full-cycle payroll processing
  • Tax withholdings and filings
  • Employee and contractor management
  • Payroll reporting
  • Year-end forms
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Tax

We keep your financial records organized and prepared throughout the year so that when tax season arrives, your accountant or CPA has everything they need. No scrambling. No missing documents. No surprises.


  • Year-round tax readiness
  • CPA coordination
  • Estimated tax guidance
  • Entity-appropriate organization
  • Multi-state compliance support
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shape

Stronger Together Than Apart

Most of our clients don't use just one service. They bundle them because the back office isn't six separate problems. It's one connected system.

Your bookkeeping is only as useful as the processes feeding it data. Your payroll is only accurate when your books are clean. Your tax readiness depends on both. And everything runs smoother when the admin work isn't falling through the cracks.

When Pivit handles multiple services together, we build them as one integrated system, not six siloed engagements.


Find the Right Combination for Your Business

Industries We Work With

We support founders and operators across a range of industries. While our services are built for any growing SMB, we've developed deep experience in these sectors.

Startups

Financial and operational structure designed for founders focused on product and growth.

Small Businesses

Back-office clarity for businesses ready to stop firefighting and start scaling.

Professional Services

Structured operations for firms where client delivery drives revenue.

Accounting Firms

Structured back-office support so your firm stays focused on client delivery, not internal admin

Real Estate

Financial oversight for teams managing transactions, portfolios, and multi-entity operations.

Law Firms

Compliance-ready financial and operational support for legal practices.

Health & Medtech

Back-office support for companies navigating regulatory complexity and rapid growth.

Consumer Goods & Retail

Operational structure for brands managing inventory, payroll, and multi-channel complexity.

Why Clients Choose Pivit Over the Alternatives

01

Full Back-Office Coverage

Six services under one partner. No juggling freelancers, agencies, and tools that don’t talk to each other.

02

People + AI, Not One or the Other

Our 50/50 approach: AI handles the repetitive, data-heavy work. Experienced humans handle judgment, strategy, and communication.

03

Clean, Decision-Ready Reporting

Organized financial data delivered monthly so you can make confident decisions without digging through spreadsheets.

04

Proactive Compliance

We don’t wait for filing deadlines to approach. We build systems that keep you compliant year-round, payroll, tax, and regulatory.

05

Built for Your Tools

We work inside the platforms you already use. No forced migrations, no learning curves, no disruption.

06

Partner, Not Vendor

We learn your business, anticipate what’s coming, and build systems that scale with you. We don’t just execute tasks and send invoices.

Book a Free Back-Office Diagnostic

Not Sure Where to Start?

Most clients don’t come to us knowing exactly which services they need. That’s what the diagnostic is for. We’ll look at what’s working, what’s not, and tell you where the biggest impact is. 15 minutes. No cost. No pitch.


Book Your Free Diagnostic