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Back-Office Support for Professional Services | Pivit
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Client Work Gets All Your Attention. The Back Office Gets What's Left.

In professional services, revenue is tied directly to the team's time and expertise. Every hour spent on internal operations is an hour not spent on clients. So the back office gets deprioritized, not because it doesn't matter, but because client delivery always feels more urgent.

The result: books fall behind between engagements. Payroll gets complicated with partners, associates, and contractors on different compensation models. Invoicing is inconsistent. Nobody's tracking which service lines are actually profitable. And the firm's managing partner is spending their evenings on admin work instead of business development.

Pivit steps into the gap between client delivery and internal operations, so the firm runs with the same discipline it brings to its clients.

Back-Office Structure That Matches the Quality of Your Client Work

Every Pivit service applies to professional services firms. Here's how each one works in your context:

Process Systemization

Client onboarding, engagement management, internal reviews, deliverable workflows, all documented and standardized. New team members follow the same process as your best performers. Quality stays consistent even as the firm grows.

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Workflow Automations

Automate engagement status updates, billing triggers, time-tracking reminders, and internal handoffs. Your team stays focused on client work while the operational tasks run themselves.

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Administrative Assistance

Scheduling across multiple client calendars, managing partner inboxes, coordinating with vendors and subcontractors, preparing internal documents and reports. The admin burden that slows down senior staff gets handled without adding headcount.

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Bookkeeping

Engagement-based revenue tracking, retainer reconciliation, project-level expense allocation, and monthly financial reporting. Know which service lines are profitable, which clients are costing you margin, and where cash flow is heading.

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Payroll

Partners, associates, salaried employees, hourly staff, and contractors, all on different compensation structures. We manage the complexity so every person gets paid accurately and every filing is handled correctly.

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Tax

Financial records organized by entity type, service line, and engagement. Quarterly estimated taxes tracked. Year-end packages delivered to your CPA with everything structured for clean filing, including partner distributions and K-1 supporting documentation.

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This Is for You If…

Revenue is growing but you can't tell which service lines are profitable.

Because the financials aren't structured at the engagement level. You're guessing at margin instead of measuring it.

Your managing partner is doing admin instead of business development.

Scheduling, vendor follow-ups, and internal coordination eat the hours that should go to client acquisition and strategy.

Payroll is complicated and getting more so.

Partners, associates, contractors, bonuses, draws — multiple compensation models running through one system with no clean process.

Client delivery is excellent but internal operations are reactive.

You hold yourself to a high standard for clients. The back office gets whatever time is left, and it shows.

You're hiring and nobody knows how things actually work.

New associates or support staff take months to ramp because there's nothing documented. Every hire slows you down.

Most Firms Start Here

Professional services firms usually begin with the services that address their most immediate operational pain:

Bookkeeping + Payroll

Clean financials and reliable payroll across multiple compensation structures. The foundation for any firm with partners and staff.

Process Systemization + Admin Assistance

For firms where the managing partner is buried in internal execution. Document the workflows, then delegate the daily tasks.

Full Financial Operations

Bookkeeping, Payroll, and Tax, for firms ready to hand over the entire financial backend and focus entirely on client delivery and growth.

Not sure which combination fits your firm? The diagnostic will tell us.

Book Your Free Diagnostic

Questions from Professional Services Firm Owners

Consulting firms, advisory practices, accounting firms, marketing agencies, staffing companies, architecture firms, engineering practices, and other client-driven service businesses. If your revenue is tied to expertise and billable time, we're built for you.

Yes. We structure your bookkeeping around engagements, retainers, and project-level revenue so you can see profitability by client, by service line, and by team member, not just at the company level.

That's exactly what we're built for. We handle multi-tier compensation structures, partner distributions, associate salaries, contractor payments, performance bonuses, and equity draws, all within one coordinated payroll system.

We're not replacing your accountant. We're making their job easier. Pivit keeps your books clean, your records organized, and your tax documentation prepared year-round. Your accountant receives a complete data package instead of chasing you for documents.

Absolutely. Process Systemization covers both internal operations and client-facing workflows. We can document your engagement lifecycle, quality review processes, internal handoffs, and onboarding procedures so new team members follow the same standard as your best people.

Book a free diagnostic. We'll assess your firm's current financial and operational structure, identify where the biggest gaps are, and recommend where to start.

Your Firm Deserves the Same Structure Internally That You Deliver to Clients

Book a free diagnostic. We'll show you where your back office is falling behind your front office and what it would take to close the gap.


Book Your Free Diagnostic