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Offers (2)

New customers
20% off Pilot Essentials or Core for six months and 10% off CFO Services
Discount 20%

New Pilot customers are eligible for 20% off of Pilot Core or Select

$7,500
Up To
New customers
Booster Programs
Discount $6,500

🚀 Startup Booster

Bookkeeping + Tax for $750/year

For early-stage tech startups (<12 months old and <$15K/month in expenses). Get clean books, proactive tax support, and the financial foundation you’ll need for your next round.

💼 Small Business Booster

Bookkeeping for $10/month

For small businesses (<12 months old and <$5K/month in expenses). Simple, affordable bookkeeping to help you stay organized and confident as you grow.

$7,500
Up To

Basic Info

Pilot handles accounting, tax, fractional CFO & COO to support startups and small businesses across a wide range of industries from tech and eCommerce to professional services and consumer brands.

Why work with us

  • Modern bookkeeping and tax for growing companies. We specialize in supporting founders and operators from Pre-Seed - Series B startups to small businesses, delivering accuracy, clarity, and insight at every stage.
  • Expert finance, powered by software. Our dedicated finance team uses automation to eliminate common errors and integrates seamlessly with tools like QuickBooks, Brex, Gusto, and Stripe.
  • Scale with strategic finance guidance. When you’re ready, our CFO team can help with budgets, fundraising strategy, and ongoing consulting.
  • Extend your runway. We’ll help you claim your R&D tax credit (up to $250K or more) and handle the full process—from calculation to IRS documentation.
  • US-based support that knows your business. You’ll work with a dedicated expert who understands your books and your goals.

Clients (5)

Brilliant.org

Internet Software & Services

Lattice

Internet Software & Services

Circle Medical

Health Care Providers & Services

Woebot

Internet Software & Services

Reviews (1)

Overall Rating: 5/5
Jeffrey McKinnon avatar
Jeffrey McKinnon the.com

5
7/3/2022

Collaboration date: 2021-07-15

Brochure

Video

Company focus

Services

Finance

Industries

Computer Hardware
Computer Software
Biotechnology
Consumer Goods
Consumer Services
E-learning
Information Technology and Services
Internet Software & Services
Apparel & Fashion
Architecture & Planning
Banking
Capital Markets
Computer Games
Computer & Network Security
Cosmetics
Design
Entertainment
Financial Services
Food & Beverages
Fund-Raising
Legal Services
Leisure, Travel & Tourism
Logistics and Supply Chain
Luxury Goods & Jewelry
Marketing and Advertising
Medical Devices
Nanotechnology
Packaging and Containers
Retail
Semiconductors
Sports
Venture Capital & Private Equity

Contacts

Gadiel Morantes Avatar

Gadiel Morantes

[email protected]

Social Media