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Back-Office Support for Consumer & Retail Brands | Pivit
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Revenue Is Coming From Everywhere. Your Books Can't Keep Up.

You started with one channel. Maybe a Shopify store, a local retail location, or a wholesale account. It was manageable. Then you added a second channel. Then a marketplace. Then wholesale distribution alongside DTC. Revenue went up. So did the chaos.

Now money is flowing in from Shopify, Amazon, a POS system, a wholesale portal, and maybe a subscription platform, each with its own fees, refund policies, payout schedules, and tax rules. Your bookkeeper is reconciling five different revenue streams manually. Your COGS are tracked in a spreadsheet that hasn't been updated in six weeks. Sales tax obligations across states are a moving target. And nobody can tell you which channel is actually profitable after all the fees.

Product businesses don't fail because the product is bad. They fail because the financial infrastructure behind the product can't keep pace with the growth.

Financial and Operational Structure Built for Multi-Channel Complexity

Every Pivit service applies to product businesses. Here's how each one works across your channels, inventory, and operations:

Process Systemization

Order fulfillment workflows, returns and refund procedures, vendor onboarding, inventory count processes, and channel-specific operational handoffs, documented and standardized. Your team follows the same process whether the order came from Shopify, Amazon, or a wholesale PO.

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Workflow Automations

Automate low-stock alerts, reorder triggers, shipping confirmation notifications, refund processing workflows, and sales data sync between your e-commerce platform and accounting system. The manual data transfer between channels stops being someone's job.

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Administrative Assistance

Vendor communication and PO follow-ups, customer service escalation management, product listing coordination, shipping documentation, and internal scheduling across warehouse and office teams. The operational admin that buries brand founders gets handled in the background.

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Bookkeeping

Multi-channel revenue reconciliation, Shopify, Amazon, Stripe, Square, wholesale invoicing, consolidated into one clean set of books. COGS tracked accurately. Marketplace fees, shipping costs, and refunds categorized correctly. Monthly reporting that shows profitability by channel, not just total revenue.

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Payroll

Warehouse staff, seasonal workers, retail employees, fulfillment contractors, and office team, each with different schedules, rates, and locations. We manage the payroll complexity that comes with a product business scaling across channels and seasons.

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Tax

Multi-state sales tax nexus tracking, inventory valuation for tax purposes, marketplace facilitator compliance, and year-end tax packages prepared for your CPA. If you're shipping across state lines, your sales tax obligations are more complex than you think, we make sure the records reflect that.

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This Is for You If…

Revenue is coming from multiple channels and you can't tell which ones are profitable.

After marketplace fees, shipping, returns, and COGS, your margin picture is unclear.

Your bookkeeper is manually reconciling five different payment sources.

Shopify, Amazon, Stripe, Square, and wholesale, none of them talk to each other natively.

Sales tax compliance across states is getting complicated.

You're shipping to 20+ states and you're not sure where you have nexus or what you owe.

Seasonal staffing makes payroll unpredictable.

Hiring ramps for Q4, contracts for warehouse fulfillment, and part-time retail staff during peak periods.

Your COGS are tracked in a spreadsheet that's always out of date.

Inventory costs, landed costs, and margin calculations aren't flowing into your books accurately.

Most Brands Start Here

The entry point depends on where your financial complexity is highest:

Bookkeeping + Tax

Multi-channel revenue reconciliation with COGS tracking and sales tax compliance. The most common starting point for brands selling across platforms.

Bookkeeping + Payroll

When seasonal staffing, warehouse payroll, and retail employee management need to be coordinated alongside clean books.

Process Systemization + Workflow Automations

For brands where fulfillment, returns, and channel operations are running on manual processes that don't scale. Document the workflows, then automate what should never be manual.

Not sure which combination fits? The diagnostic will map your operational gaps across channels.

Book Your Free Diagnostic

Questions from Brand Founders and Retail Operators

Yes. We consolidate revenue from all your sales channels, Shopify, Amazon, Stripe, Square, wholesale invoicing, subscription platforms, into one clean set of books. Marketplace fees, refunds, and chargebacks are categorized correctly so you see real profitability by channel.

Yes. We track cost of goods sold, landed costs, and inventory valuation accurately. Your monthly reports show gross margin by product, by channel, and at the company level, not just top-line revenue.

We keep your financial records organized with the data your CPA or tax advisor needs to manage multi-state sales tax obligations, including nexus tracking, revenue allocation by state, and marketplace facilitator documentation. We ensure the records are clean; your CPA advises on the filing strategy.

Yes. We handle the payroll complexity that comes with seasonal staffing ramps, temporary warehouse workers, part-time retail staff, and contractors, scaling up and down as your business cycles require.

Absolutely. DTC brands deal with payment processor reconciliation, subscription revenue tracking, return/refund accounting, and shipping cost management, all of which create bookkeeping complexity that grows with order volume. You don't need to be multi-channel for the back office to get complicated.

Book a free diagnostic. We'll assess your current financial setup across channels, identify where the gaps and risks are, and outline a plan to bring structure to your operations.

Your Brand Is Scaling. Your Back Office Should Scale With It.

Book a free diagnostic. We'll map the financial complexity across your channels and show you what structured product-business operations look like.


Book Your Free Diagnostic