Based on a swift overview of your business finances, you will be offered an estimate during the consultation. (e.g. Number of accounts, a sample of a monthly transaction statement, Gross revenue, etc.)
Since you have given us authorization, we will analyze your figures and give you an accurate monthly subscription cost.
Next up, you will receive an engagement letter that you can sign electronically. A friendly onboarding specialist will assist you in quickly linking your accounts, downloading our apps, and answering any questions you might have.
Hands off the wheel … Maybe just for now! Our team is equipped to work on your business finances, starting this week. You can now devote more time to growing your company and saving time for yourself and your loved ones.
Frequently asked questions
7 questions
What do Pivot Bookkeeping Incorporated clients say about the work?
Clients frequently highlight the professionalism and responsiveness of the team. They appreciate how the service has transformed their business operations, allowing them to focus on growth rather than administrative stress. Many mention the effective handling of bookkeeping and tax filing needs.
Does this business provide a consultation before starting services?
Yes, during the consultation, they assess your business finances by reviewing details like the number of accounts and monthly transactions. This helps them determine the exact cost for your monthly subscription.
What are the hours of operation for Pivot Bookkeeping Incorporated?
Their hours are as follows: Monday: 9:00 AM - 5:00 PM | Tuesday: 9:00 AM - 5:00 PM | Wednesday: 9:00 AM - 5:00 PM | Thursday: 9:00 AM - 5:00 PM | Friday: 9:00 AM - 5:00 PM | Saturday: Closed | Sunday: Closed.
Can I expect quick onboarding after signing up with Pivot Bookkeeping Incorporated?
Yes, after signing the engagement letter digitally, an onboarding specialist will train you promptly on linking your accounts and using the necessary apps, ensuring a smooth transition to their services.
How does Pivot Bookkeeping help businesses manage their finances?
They analyze your financial data to provide tailored bookkeeping solutions, allowing you to focus on business growth. Clients report significant improvements in organization and efficiency after utilizing their services.
What recurring themes do customers mention in reviews about this practice?
Customers consistently praise the team's responsiveness, professionalism, and the customized solutions they provide for bookkeeping and tax needs. Many highlight the reduction in stress and improved organization in managing their finances.