Get your finances right with Pilot

Pilot offers the best bookkeeping, tax, and CFO services for growing businesses.

You’re in good company

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.

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Why businesses choose Pilot

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Personal, expert support
Get fast, responsive service. Your dedicated finance expert knows your business and books from the ground up.
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Industry-specific reporting
Your monthly statements include custom statements for your industry, like burn reports for startups or inventory management for ecommerce.
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Expertise in growing businesses
With accrual basis bookkeeping and advanced financial CFO support when you need it, we’re built to scale with you.
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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.

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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.

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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.

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Working with the best financial tools in the business

Your favorite tools integrate with Pilot so that everything is kept effortlessly up to date.

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Start Pilot Today

Signing up for Pilot is easy. We think once you experience truly stress-free financial processes, you won’t want to go back.