Access Program — Pivot Aide | Premium Bookkeeping & Odoo ERP

Access Program Application

Pivot Aide Access Program Application

Foundation Package — Starting at $599/month

For qualifying small business clients applying for discounted accounting support

Program Notice: Thank you for your interest in the Pivot Aide Access Program. This program is designed to provide discounted accounting support to qualifying small businesses that need reliable financial systems, compliance support, and growth-ready bookkeeping. Completion of this application does not guarantee approval. Applications are reviewed based on business needs, current financial condition, service requirements, and program availability.

1. Business Information

Legal Business Name *

DBA / Trade Name

Business Address *

City, State, ZIP *

Business Phone Number *

Business Email Address *

Business Website / Social Media

Year Business Started *

Industry / Type of Business *

Entity Type *

Sole Proprietor LLC Partnership S-Corporation C-Corporation Nonprofit Other:

Number of Employees *

0 1–5 6–10 11–25 26+

2. Owner / Primary Contact Information

Full Name *

Title / Role *

Phone Number *

Email Address *

Preferred Method of Contact *

Phone Email Text Video Call

3. Business Financial Information

Approximate Monthly Revenue *

Under $5,000 $5,000–$10,000 $10,001–$25,000 $25,001–$50,000 $50,001–$100,000 Over $100,000

Approximate Annual Revenue *

Under $50,000 $50,000–$100,000 $100,001–$250,000 $250,001–$500,000 $500,001–$1 million Over $1 million

Current Accounting System *

QuickBooks Odoo Xero Wave Excel / Spreadsheet No formal system Other:

Are your books currently up to date? *

Yes No Not sure

Do you currently have a bookkeeper or accountant? *

Yes No

How far behind are your books, if applicable?

Current 1–3 months behind 4–6 months behind 7–12 months behind More than 12 months behind Not sure

4. Reason for Applying

Please explain why your business is applying for discounted support through the Pivot Aide Access Program. *

What are your top financial or accounting challenges right now? *

What would successful support from Pivot Aide help your business accomplish? (Select all that apply)

Improve bookkeeping accuracy Stay compliant with tax and reporting obligations Prepare for business funding or loans Improve cash flow management Understand business performance Clean up past accounting records Save time and reduce administrative burden Prepare for growth Other:

5. Services Needed

Estimated monthly transaction volume: *

0–50 transactions 51–100 transactions 101–250 transactions 251–500 transactions Over 500 transactions Not sure

Number of business bank accounts *

Number of business credit cards *

6. Foundation Package Eligibility

The Foundation Package starts at $599/month and is available only to qualifying small business clients approved through the Pivot Aide Access Program.

I understand that this is a discounted support program and approval is not guaranteed. * I understand that pricing may vary based on transaction volume, cleanup needs, number of accounts, reporting requirements, and service complexity. * I understand that the Foundation Package does not automatically include tax preparation, payroll processing, or advanced ERP implementation unless separately agreed. * I understand that Pivot Aide may request supporting documents before approving my application. * I agree to provide accurate and complete information for review. *

7. Documents Requested

Please check any available documents that you can provide to help us review your application:

Most recent business bank statement Most recent business credit card statement Current profit and loss statement Current balance sheet Most recent business tax return Payroll reports, if applicable Accounting system access, if applicable List of current accounting concerns Other supporting documents

8. Certification and Signature

By signing below, I certify that the information provided in this application is true and accurate to the best of my knowledge. I understand that submission of this application does not guarantee acceptance into the Pivot Aide Access Program or approval for discounted pricing.

Business Owner / Authorized Representative Name *

Signature (Type Full Name to Sign) *

Date *

Pivot Aide
Access Program

Pivot Aide Access Program Application

1. Business Information

2. Owner / Primary Contact Information

3. Business Financial Information

4. Reason for Applying

5. Services Needed

6. Foundation Package Eligibility

7. Documents Requested

8. Certification and Signature

Our U.S. Headquarters

U.S. Headquarters

Virginia Branch

Ready to Talk
About Your Business?

Pivot AideAccess Program

Pivot Aide Access Program Application

1. Business Information

2. Owner / Primary Contact Information

3. Business Financial Information

4. Reason for Applying

5. Services Needed

6. Foundation Package Eligibility

7. Documents Requested

8. Certification and Signature

Our U.S. Headquarters

U.S. Headquarters

Virginia Branch

Ready to TalkAbout Your Business?

Pivot Aide
Access Program

Ready to Talk
About Your Business?