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Engagement Models | How Working With Pivit Works | Pivit

What to Expect When You Work With Pivit

Scoped, not hourly.

Every engagement is built around the services you need and the complexity of your operations. You pay a flat monthly investment based on scope, not by the hour. No time tracking. No surprise invoices. No anxiety about "how many hours did that take."

Month-to-month. No long-term lock-in.

We earn your business every month. If you don't see measurable improvement in your financial clarity and operational structure within 30 days of signing, you can walk away. That's not a policy buried in fine print, it's how we operate.

One team. One point of contact.

You work with a dedicated team that knows your business, your tools, and your preferences. Not a rotating cast of contractors. Not a support ticket queue. A real partner you can reach when you need to.

Flexible scope. Grows with you.

Start with the services you need most. Add more as your business evolves. Scale up during peak seasons. Scale down if things slow. The engagement adapts to your reality, not the other way around.

Structured to Match Where Your Business Is Today

Every business is at a different stage. Your engagement should reflect that, not force you into a package you've outgrown or one you're not ready for.

Stage 1

Build

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

Who This Is For

Revenue-generating founders operating without financial structure, documented processes, or back-office support. Things work because the owner is holding everything together.

What's Included

  • Bookkeeping setup and chart of accounts
  • Monthly transaction recording and reconciliation
  • Payroll system implementation
  • Compliance readiness (tax filings, regulatory basics)
  • Core workflow documentation
  • Tax-ready financial structure
The Outcome

Accurate books. Basic processes your team can follow. A foundation you can build on.

Stage 2

Optimize

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

Who This Is For

Businesses generating steady revenue but struggling with operational consistency and financial visibility. The back office exists but it's reactive, not structured.

What's Included

  • Everything in Build, plus:
  • Monthly financial reporting with context
  • Cash flow monitoring and forecasting
  • Payroll with compliance oversight
  • Process documentation and SOP development
  • KPI tracking and performance reviews
  • Vendor and systems coordination
  • Administrative day-to-day support
The Outcome

Visibility into your numbers monthly without chasing them. Decisions driven by data. Owner involvement in daily ops starts to decrease.

Stage 3

Scale

For established businesses ready to operate strategically, not reactively.

Who This Is For

Founders with real revenue, a growing team, and rising complexity. Ready to move from technician to strategist but the back office isn't built to support that shift.

What's Included

  • Everything in Optimize, plus:
  • Advanced financial reporting and analysis
  • Multi-entity or multi-state coordination
  • Strategic tax planning and CPA coordination
  • Hiring infrastructure and onboarding systems
  • Workflow automation design and implementation
  • Dedicated account oversight, priority access
  • Operational accountability systems
The Outcome

Your back office runs without you. You're leading the business, not managing the operations. Growth adds capacity, not chaos.

From Conversation to Operations - In Four Steps

01

Diagnostic

A free 15-minute conversation. We learn about your business, identify your biggest operational gaps, and determine which tier and services fit your stage.

02

Proposal

You receive a clear, written proposal outlining scope, deliverables, timeline, and monthly investment. No hidden fees. No hourly surprises. You know exactly what you're getting.

03

Onboarding

We get access to your systems, learn your workflows, and start building structure. If cleanup is needed, we handle it during this phase. Typical onboarding: 1–2 weeks.

04

Ongoing Operations

We take over execution. Books stay current. Payroll runs on time. Admin gets handled. Processes get documented and improved. You receive monthly reporting and direct team access.

Start With Step 1 - Book Your Free Diagnostic
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No Hourly Billing. No Hidden Fees. No Surprises.

No hourly tracking.

You're not watching a meter run. Your investment is scoped to deliverables, not time.

No setup fees.

Onboarding, system configuration, and cleanup are included in the engagement. Not billed as extras.

No long-term contracts.

Month-to-month. If we're not delivering value, you can walk away. We bet on our work, not your contractual obligation.

No surprise invoices.

Your monthly investment is agreed upfront. If scope changes, we discuss it before anything changes on the bill.

No nickel-and-diming.

Questions, calls, emails, minor adjustments, these are part of the partnership. We don't charge for communication.

Questions About How We Work

Because your price depends on your business. Transaction volume, team size, number of entities, service complexity, these vary dramatically from one client to another. Showing a generic price either undersells the value or scares off clients who would actually be a great fit. The diagnostic call takes 15 minutes and gives you a clear, specific proposal, not a guess.

It depends on the tier and scope. After the diagnostic, you receive a written proposal with a specific monthly investment. There are no hourly rates, no setup fees, and no hidden charges. Most clients find the cost comparable to a single part-time hire, but covering six services instead of one role.

Absolutely. Most clients start with two or three services and expand as the business grows. Your engagement is designed to scale, adding services is a conversation, not a contract renegotiation.

That's what the diagnostic is for. We assess your current setup, identify where the biggest gaps are, and recommend the tier that matches your stage. We'd rather start you in the right tier than oversell and underdeliver.

No long-term contracts. Month-to-month engagement. If you don't see measurable improvement in 30 days, you can walk away. We keep clients because we deliver value, not because they're locked in.

Yes. Moving from Build to Optimize, or Optimize to Scale, is a natural progression. When your business is ready for the next level of support, we adjust scope and investment accordingly.

Yes. We offer a white-label delivery model specifically for accounting and bookkeeping firms. Details are on our Accounting Firms page. The engagement structure is the same, scoped, monthly, no hourly billing, but the delivery model includes client-facing work under your firm's brand.

Book a free diagnostic. 15 minutes. No pitch. We'll assess your business, recommend a tier, and follow up with a clear proposal.

The Right Structure Starts With a Conversation

Book a free 15-minute diagnostic. We'll assess your business, recommend the right engagement tier, and send you a clear proposal, no obligation, no pressure.


Book Your Free Diagnostic