For accounting firms
That is the whole claim. Not fewer people — more work through the same number of experienced hours, which is the only number that has ever limited a practice. Whether the person signing off is a CPA, an EA or the owner of a bookkeeping practice, the arithmetic is the same.
Inquire about founding accessWho it helps
STAGE 01
In most small firms, the practice is the practitioner. The methodology lives in one person's head, which is exactly what makes a firm hard to sell for what it is worth.
Pivot takes the review methodology out of the head and puts it in the platform, where a successor can run it. That raises the transferable value of the firm — the argument fewest people are making, and the one that matters most at that stage.
STAGE 02
New CPA Exam candidates fell from 42,626 in 2023 to 28,082 in 2024, with 16,448 in the first half of 2025 (AICPA 2025 Trends). Accounting degrees are down too, and the squeeze is not limited to licensed roles — an experienced bookkeeper is hard to hire as well.
The bottleneck in these firms is review hours, not preparation hours — and preparation is the part that is easy to buy. Pivot compresses the mechanical pass so the experienced hours you already have go further.
STAGE 03
The pipeline problem is partly a job-quality problem. Two years of tick-and-tie is a good way to lose someone who would have been excellent.
When the mechanical pass is done before they open the file, a second-year gets to judgment work years earlier — reviewing findings, talking to clients, deciding things. That is a better job, and better jobs keep people.
A counter-fact we include on purpose: spring 2025 accounting enrollment was up 12.4% to 266,506. The pipeline is not uniformly collapsing, and we would rather quote the number that complicates our story than have you find it later.
What changes on a Monday
Founding firms
Pivot is not open for general sign-up, and there is no self-serve trial. A small number of firms are being onboarded personally ahead of general availability, and we would rather do four of those properly than forty badly.
What your book looks like, what is eating your review hours, and which agents would actually matter to you. If the answer is that Pivot is not ready for what you need, we will tell you that here rather than six weeks in.
We work through your client list with you — entity types, tax basis, fiscal year ends, accounting system, filing obligations, which clients are consistently painful and why. That intake is what the agents run on.
Materiality, variance thresholds, approval limits by role, escalation cadence, which client requests auto-accept and which wait for a person. Defaults exist; they are yours to change.
The first month runs alongside how you work today, not instead of it, so you see the findings against work you already trust. This is where firms decide whether they believe it.
For partners, staff and whoever will actually be in the software daily. Onboarding and training are part of the setup, not a line item discovered later.
Under your branding, at your pace, starting with the clients who will find it easiest.
How subscriptions are shaped
We are not publishing prices while founding-firm pricing is still being set, and we would rather leave the number out than put up one we intend to change. The shape, though, is settled, and it is worth knowing before you talk to us:
ELEMENT
HOW IT WORKS
One-time setup
Covers onboarding and training. Paid once, at the start.
Base platform fee
A monthly fee per firm, whatever size you are.
Client bands
The subscription scales with how many clients you run through it — bands rather than a per-client meter, so the bill does not move every month.
Modules
You subscribe to the agent modules you want. The ones you do not want are not switched on and not billed.
Seats
Included by band rather than sold per user. We do not want a firm rationing logins to save money — that is how a platform quietly stops being used.
Client portal users
Unlimited, and never charged for. Put every client on it.
Term
Month-to-month, or annual at a discount. Your choice.
Billing
One invoice a month, drafted from your client count and approved by a person before it is charged. Payment is by bank draft or card on the 1st.
Support
Included through your first year.
One thing we will not offer, now or later: a reseller or referral tier where a firm repackages Pivot and sells it on. White-labeling is for your own clients, under your own name — not for building someone else's product on top of ours.
Straight answers
Early access
Tell us your firm, roughly how many clients you run, what you keep the books in, and what is taking the most review time right now. We will tell you honestly whether Pivot helps yet.
