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Pinnacle Virtual IT Solutions | Finance & Ops for SMBs

You Didn’t Build Your Business to Manage Spreadsheets

Most founders hit a ceiling. Revenue is growing, but the back office is held together by workarounds, scattered tools, and too much of the owner’s time. You’re doing payroll at 10 PM. Chasing receipts for your accountant. Losing track of what your team is working on. It’s not that you don’t know how to lead, it’s that the admin work won’t let you.

Pivit takes the operational weight off your plate - so you can lead, sell, and grow.

Structured Operations

We document how your business runs, build repeatable workflows, and automate what should never require your attention. Your team operates consistently, with or without you in the room.

Financial Clarity

Clean books, on-time payroll, and tax-ready records every month. You always know where your money is, what you owe, and what's
coming next.

Day-to-Day Support

Inbox management, scheduling, vendor coordination, and document prep. The tasks that keep your business running but shouldn't require your best hours.

One Partner. Six Services. Full Back-Office Coverage.

Everything your business needs to operate with structure, financial clarity, and consistent execution, without building an in-house team.

Process systemization

We document how your business operates and build structured workflows so tasks are done the same way every time.

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Workflow automations

We identify repetitive manual work and set up automated processes so your team spends less time on low-value tasks.

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Administrative assistance

Inbox management, scheduling, data entry, document prep, and vendor communication, handled so they don't fall on you.

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Bookkeeping

Every transaction recorded, accounts reconciled monthly, and books kept accurate so you have a clear picture of where your money stands.

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Payroll

Wages calculated, payments processed, deductions handled, filings submitted correctly and on time, every pay period.

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Tax

Financial records organized year-round so when tax season arrives, your CPA has everything they need with no last-minute scramble.

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What Our Clients Say

“I was launching my consulting business and trying to keep track of clients, bookkeeping, emails, and systems at the same time. It was a lot. The Pivit team stepped in and handled the admin and accounting side so smoothly that I could actually focus on my clients. They were proactive, organized, and somehow always a step ahead. It honestly felt like I finally wasn’t doing this alone.”
Mike H.,
Founder, Consulting Business
“I’ve worked with Michael for over six years, starting as his very first client. When my in-house accountant left, I trusted him to take over our entire accounting function. He is great and easy to work with, very responsive and quite pleasant. Just as important, he has integrated himself into my staff so effectively that all of my staff are comfortable interfacing with him as necessary and he has made a number of suggestions that have improved and streamlined my operations. In six years, his work has never gotten me in hot water with either my customers or my employees.”
C.H. Banks.,
President, Service Planning Industry
“What I loved most was that there wasn’t a long ramp-up period. They already knew the tools I was using and didn’t need constant direction. From bookkeeping to day-to-day admin tasks and follow-ups, everything just ran in the background. I got so much time back without having to change how I worked.”
Sarah L.,
Owner, Creative Services Agency

Structured to Match Where You Are

Whether you’re building your foundation, optimizing what’s working, or scaling into something bigger, we meet you at your stage.

Build

For early-stage businesses getting their back office right from the start.

  • Bookkeeping setup & clean chart of accounts
  • Monthly reconciliations & financial organization
  • Payroll system implementation
  • Compliance readiness
  • Documented workflows & process foundations
  • Tax-ready financial structure

Optimize

For growing businesses that need consistency, visibility, and tighter financial control.

  • Monthly financial reporting & insights
  • Cash flow monitoring & forecasting support
  • Payroll processing & compliance oversight
  • Process documentation & operational streamlining
  • KPI tracking & financial performance reviews
  • Vendor and financial systems coordination

Scale

For established businesses ready to operate strategically and not reactively.

  • Advanced financial reporting & performance analysis
  • Multi-entity or multi-state coordination
  • Strategic tax planning
  • Hiring process infrastructure & onboarding systems
  • Dedicated account oversight
  • Operational accountability systems

Find the right fit for your business
shape
THE PIVIT DIFFERENCE

From running on adrenaline
to running on a system.

Most founders inherit chaos by default. Pivit replaces it with one operating view — finance, people, and operations, handed to you reconciled.

MONDAY • 09:14 • 47 UNREAD
INBOX

Invoice #3024

client asking for status. No reply in 4 days.

PAYROLL

Run payroll by Fri 5pm.

W-2 for new hire still missing.

CPA

Send Q3 receipts

due Monday. Folder is half-empty.

SLACK

#ops:

who approved the new vendor? @here

BOOKS

Reconcile Stripe + Chase.

3 months behind.

VENDOR

AWS invoice overdue 12d.

No approval on file.

HIRING

Onboarding SOP

doesn’t exist yet. New hire starts Mon.

TAX

1099s not sent.

Deadline in 9 days.

01 - THE INHERITANCE

Eight surfaces. Zero owners. This is most weeks.

Operating view · Week 41

LAST SYNC · 6H AGO
— FINANCE · OCT

$412,806

Cash on hand · synced 6m ago

  • Stripe → Chase reconciled
  • AP queue 4 / 4 cleared
  • Q3 receipts → CPA on time
  • 1099s sent
— PEOPLE · PAYROLL

14 / 14

Run · Fri 9:42am · all clear

  • New hire (M. Park) Day 5
  • Avg tenure 14.2 mo
  • Open seats 2 • pipeline
  • Onboarding SOP handed off
— OPERATIONS · ONGOING

0

Open escalations · 30d window

  • Vendor approvals on track
  • Tax · IRS calendar 9d ahead
  • Weekly review Mon 9:00
  • Slack ops digest auto · 7am
PIVIT · OPERATING SYSTEM
LIVE
02 - THE HANDOFF

One view. Owned end-to-end. This is week one with Pivit.

From First Call to Full Operations - In Three Steps

1

Diagnostic

We start with a free 15-minute conversation to understand your business, identify what’s broken, and determine where to focus first.

2

Structure

We build an operational blueprint for your systems, workflows, schedules, and reporting all tailored to your business stage and complexity.

3

Operate

We take over execution. Your books get cleaned, payroll runs on time, admin gets handled, and you get back to leading.

Start with step 1 — book your diagnostic

Questions we hear most

We work with startups, small businesses, and growing companies across multiple industries. Our clients are typically generating consistent revenue and ready to move beyond reactive operations and disorganized systems.

A bookkeeping firm records transactions. We build structured financial and operational systems: bookkeeping, payroll, tax, process documentation, workflow automation, and admin support, all under one partner. We don't just maintain your books. We strengthen how your entire back office runs.

Yes. We integrate into the platforms your business already uses. If your current setup needs improvement, we’ll recommend and implement changes. We don’t force migrations.

During onboarding, we work closely with you to understand your structure and goals. After that, your involvement drops significantly. You receive consistent reporting and insight without managing day-to-day tasks.

For many clients, yes. We act as your structured back-office partner, covering bookkeeping, payroll, tax coordination, operations, and admin without the cost of hiring multiple in-house staff. As you grow, we can also help you build internal systems alongside our support.

Step 1: A diagnostic call to assess where you are.
Step 2: We review your systems and financial records.
Step 3: Cleanup and organization if needed.
Step 4: Ongoing execution, reporting, and support.

Our goal is clarity fast, without disrupting your operations.

We focus on ongoing partnership. Financial clarity and operational structure require consistency. While we can help with cleanup projects, most clients benefit from sustained oversight and proactive support.

Book a free back-office diagnostic. We’ll evaluate where you are, identify gaps, and outline the right level of support for your stage.

Ready to get your back office off your plate?

Book a free 15-minute diagnostic. We'll show you exactly what's slowing you down and how to fix it.


Book your free diagnostic