Finance · People · Growth

Focus on sales.We'll handle the rest.

Financial, HR, accounting, tax and website solutions for startups and growing companies.

Book a free consultation Our services
No long-term contracts.
Small business owner helping a customer in her shop
Handled
LLC filed & EIN issuedTax & Formation
October books closedAccounting
Payroll run for FridayFractional HR
Sound familiar?

You started a business to sell. Not to chase paperwork.

  • State filings and deadlinesHandled
  • BookkeepingHandled
  • Payroll and HR complianceHandled
  • Tax seasonHandled
  • Cash flowHandled
  • Your websiteHandled

What's left? Selling.

Services

Your partner in every stage of business.

Stage one01

Launch

Tax & Formation

Entity setup and tax filing.

  • LLC & Corporation
  • S-Corp election
  • EIN
  • Registered agent
  • Business returns
  • Personal returns
  • Quarterly estimates
  • Sales tax

Website Design

A site that earns trust at first click.

  • Design & copy
  • Domain & hosting
  • Contact form
  • Mobile-friendly
Stage two02

Run

Accounting

Bookkeeping and financial reporting.

  • Monthly bookkeeping
  • Bank reconciliation
  • P&L and balance sheet
  • AP & AR
  • QuickBooks setup

Fractional HR

People and HR management.

  • Payroll setup
  • Hiring & onboarding
  • Employee handbook
  • Contractor vs. employee
  • Compliance
Stage three03

Grow

Fractional CFO

Financial strategy and forecasting.

  • Cash flow forecasting
  • Budgeting
  • Monthly financial review
  • KPI dashboard
  • Fundraising & loan prep
  • Pricing & margins
Monthly reviewSample
14 months runway ↑
Organized desk with business documents and a laptop

One team. One plan. Zero paperwork on your desk.

5core services
0long-term contracts
Financial advisor reviewing numbers with a founder
Why Pivot & Path

Senior expertise. Startup-friendly price.

  • 01

    One team, not five vendors

    Formation, tax, accounting, HR, finance and your website in one place.

  • 02

    A fraction of the cost of a full-time hire

    Pay for the hours you need.

  • 03

    No long-term commitment

    Start with one service. Add more as you grow. No hidden fees.

Who we work with

Built for owners who'd rather be with customers.

StartupsRestaurants & cafesE-commerceRetail Beauty & wellnessConsultantsFreelancersContractors
Small business owners in their cafe
How it works

Three steps to a lighter week.

30 min · Free

Consultation

Where you are and what you need.

Within 2 business days

Custom plan

Scope, timeline and a flat monthly price.

Ongoing

We handle it

We file, run and report. You sell.

FAQ

Questions, answered.

Do I need every service?

No. Start with one and add more when you need them.

What is a fractional CFO?

A senior finance executive who works with your business part-time, for a fraction of a full-time CFO's cost.

What does fractional HR cover?

Payroll setup, hiring and onboarding, employee handbooks and labor compliance. HR support without a full-time HR hire.

Can you build our website?

Yes. From a one-page site to a full company website, including design, copy, domain, hosting and a contact form.

I already have a CPA.

We can work alongside your CPA or take over the work.

Which states do you serve?

We serve businesses across the U.S.

Focus on sales. We'll handle the rest.

Book a free 30-minute consultation.

support@pivotandpath.com

We reply within one business day.