pilot.com

Bookkeeping, CFO, and tax services designed for startups and small businesses

Contact for Pricing

Description

Pilot offers a suite of financial services specifically designed for the needs of startups and small businesses. Their core offerings include bookkeeping, tax preparation and filing, and strategic CFO services. They cater to a variety of industries such as tech startups (from pre-seed to Series C), consumer goods, professional services, life sciences, small businesses, consultancies, and law firms, providing specialized solutions for each.

The service combines a team of over 250 US-based finance experts, including accountants, CFOs, and tax specialists, with an in-house engineering team that develops a tech-forward platform. This platform integrates with existing business tools, offering clients real-time visibility into their finances and streamlined reporting. Pilot aims to handle complex financial tasks like monthly financial statements, tax compliance (including federal, state, 1099s, and Delaware Franchise Tax), R&D tax credit claims, budgeting, KPI tracking, and fundraising support, allowing business owners to focus on growth. They position themselves as a scalable solution capable of supporting businesses as they evolve.

Key Features

Bookkeeping Services: Accurate monthly financial statements (P&L, balance sheet) and year-end packages.
Tax Preparation & Filing: Federal and state corporate income tax, 1099s, Delaware Franchise Tax, and tax consulting.
CFO Services: Budgeting, forecasting, KPI tracking, board deck preparation, and strategic financial guidance.
R&D Tax Credit Service: Manages the full claim process to maximize potential savings.
Tech-Forward Platform: Seamless integrations with business tools and real-time financial visibility.
Expert Team Access: Support from US-based accountants, CFOs, and tax specialists.
Scalable Solutions: Services adapt to business growth from early stages to larger operations.
Stock Administration: Cap table management for C corps issuing equity via Carta.

Use Cases

Outsourcing bookkeeping and accounting for small businesses.
Managing tax compliance and preparation for startups.
Gaining strategic financial insights and planning through fractional CFO support.
Preparing financial documentation for investor relations and fundraising rounds.
Maximizing savings through R&D tax credit claims.
Streamlining back-office financial operations for growing companies.
Ensuring accurate cap table management and stock administration.