Pilot
Pilot offers comprehensive financial back-office services including bookkeeping, tax, and CFO support, blending intelligent software with expert human guidance to empower startups and small businesses for confident decision-making and accelerated growth.
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PilotAbout Pilot
About Pilot
Pilot powers the financial back office for startups and small businesses in the United States. They specialize in a comprehensive suite of services including bookkeeping, tax preparation, and CFO services, combining smart software for instant insights with expert finance professionals for strategic guidance. This 50/50 approach allows businesses to build strong financial foundations, achieve compliance, and accelerate growth. Trusted by over 3,000 growth-driven startups and small businesses, Pilot helps companies navigate critical financial scenarios such as expanding teams, securing capital, optimizing for profitability, and planning for exits. Their US-based advisory team comprises seasoned CFOs and operators with extensive experience in venture capital, investment banking, and Fortune 500 finance. Pilot has successfully raised over $150M in Series A, Series B, and Series C financing from notable investors like Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock. This strong backing, combined with their focus on unparalleled customer experience, positions them as the largest startup and small business accounting firm in the US, capable of scaling with companies from pre-seed stages to nine-figure Series C rounds. Beyond core accounting, Pilot also offers specialized support in areas like R&D tax credit assistance, stock administration, and outsourced operations, aiming to free founders and business owners from administrative burdens so they can focus on their core business and strategic initiatives.
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Solution Details
Products
Bookkeeping Services
Provides clean, accurate cash-basis or accrual-basis bookkeeping, AI-categorized transactions, monthly account reconciliation, monthly P&L/Balance Sheet/Cash Flow reports, and year-end packages. Includes intelligent dashboards, real-time expenses, and cash flow modeling.
Cash/Accrual Bookkeeping
AI Transaction Categorization
Monthly Financial Reports
Pricing
CFO Services
Provides expert financial advisory from seasoned CFOs for strategic insights, custom financial modeling, budgeting, scenario planning, cash/runway optimization, investor/board reporting, fundraising/M&A support, compensation planning, and GTM strategy.
Custom Financial Model
Strategic Insights
Budget vs Actuals Analysis
Pricing
Outsourced Operations (COO Services)
Manages operational tasks like business incorporation, banking setup, payroll system setup, HR, payroll/benefits administration, invoice collection, and bill payment. Custom plans available for complex operational demands.
Business Incorporation
Banking Setup
Payroll Administration
Pricing
R&D Credit Services
Assists businesses in claiming R&D tax credits by identifying/calculating qualifying expenses, preparing IRS forms (6765, 8974, 941), providing required technical/financial documentation for audits, and coordinating with existing tax preparers.
R&D Expense Identification
IRS Form Preparation
Audit Support Documentation
Pricing
Stock Administration
Manages cap table accuracy, including recording stock/option grants, transferring equity ownership, repurchasing unvested shares, coordinating board approvals, and ensuring employee acceptance of grants. Integrates with major payroll providers.
Cap Table Management
Stock Grant Recording
Equity Transfer
Pricing
Tax Services
Offers full business income tax preparation, including federal and state income tax filings, 1099-NEC filings, and Delaware Franchise Tax filing. Includes a dedicated tax preparer and streamlined online process with live status updates.
Federal Income Tax Filing
State Income Tax Filing
Delaware Franchise Tax Filing
