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Expert Advisory

Accounting & Bookkeeping
Services

We deliver reconciled books, compliant filings, and financial reporting that businesses can confidently operate from, emphasizing professional accounting expertise rather than outsourced call-center support.

Complete Financial Management

A full range of corporate finance and accounting services managed by dedicated specialists.

Bookkeeping

Maintain GAAP-compliant books with transaction categorization, monthly closes, bank reconciliations, and clean ledger logs.

  • Monthly reconciliation
  • Transaction categorization
  • Monthly close
  • Accurate financial records

Tax Compliance & Advisory

Proactive corporate and state tax strategy, year-round planning, and complete tax preparation/filings for U.S. and U.K. structures.

  • Tax filings
  • Strategic planning
  • Year-round advisory
  • Compliance support

Compliance & Filings

Prevent compliance issues before they occur. We manage sales tax, regulatory registrations, notice responses, and contractor filings.

  • 1099 preparation
  • Business registrations
  • IRS and state notices
  • Sales tax compliance

Payroll & HR Accounting

Payroll connected directly to bookkeeping. We manage runs, local employment tax reporting, and multi-state wage compliance.

  • Payroll processing
  • Accounting integration
  • Employee records
  • Employment tax filings

Business Formation

Set up entity structures properly. We coordinate federal EIN registrations, state setups, and ledger chart designs.

  • Entity setup
  • Business registration
  • Restructuring support
  • Compliance documentation

Financial Planning & Advisory

Rolling cash flow projections, budgets, and KPI boards to give your leadership team clear visibility over business performance.

  • Budgets
  • Cash flow forecasting
  • KPI dashboards
  • Business reporting

A Financial Partnership Built for Scale

We embed directly into your workflows, acting as your dedicated backend finance team. By aligning precision bookkeeping with corporate strategy, we assemble the pieces that support your operational success.

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Collaborative Partnership
Business Growth

Data-Driven Insights to Drive Your Trajectory

Get absolute clarity over cash flow, budget margins, and operational KPIs. We replace messy spreadsheets with automated system integrations that clear the path for upward growth and corporate compliance.

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The Quick Guide to Bookkeeping Essentials

Download our free resource to understand the foundational practices that keep your business compliant and prepared for growth.

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Accounting Guide

Estimate Your Monthly Savings

Adjust the sliders to see how Pivot Aide's professional accounting reduces manual bookkeeping costs and error exposure.

500
10010,000+
20 hrs/mo
5 hrs120 hrs
$35/hr
$15/hr$150/hr
Est. Monthly Time Savings
$0
in recovered labour value
Error Exposure Avoidance
$0
estimated correction cost prevented
Savings Efficiency Metervs $8,000/mo ceiling

* Estimates based on industry-standard automation efficiency ratios. Actual results vary by business complexity and service package.

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Start Your Financial
Transformation

Schedule a discovery call to discuss your current financial infrastructure and learn how Pivot Aide can build a stronger foundation for your business.

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Pivot Aide Assistant
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