Get your finances right with Pilot
Pilot offers the best bookkeeping, tax, and CFO services for growing businesses.
Bookkeeping with unmatched accuracy
Run your business with a clear picture of your finances. With Pilot, you get accurate books delivered monthly, on the dot. Our expert team is assisted by powerful software that automatically eliminates common errors.
Why businesses choose Pilot
Personal, expert support
Get fast, responsive service. Your dedicated finance expert knows your business and books from the ground up.
Industry-specific reporting
Your monthly statements include custom statements for your industry, like burn reports for startups or inventory management for ecommerce.
Expertise in growing businesses
With accrual basis bookkeeping and advanced financial CFO support when you need it, we’re built to scale with you.
Seamless tax service
Stay compliant with Pilot Tax. Built on your books, we’ll prepare and file your federal, state, and local income taxes, as well as your 1099s. Plus, get live reminders and status updates of your filings at your fingertips.
R&D credit that saves you thousands
Worth up to $250,000 per year, the R&D credit could save your business thousands. Claiming it can be complicated and tedious—but we make it simple. We assess your expenses to maximize your credit, prepare documentation to back up your claim with the IRS, and ensure it’s applied correctly.
Expert CFO services, customized for you
Grow your business with the advanced finance support you need, when you need it. Our extensive CFO Services include annual budgeting, ongoing financial support, pitch assessment, fundraising strategy, and more.