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If you're buried in bookkeeping, who's leading the company?
We handle your books, but that's just the start. Get intelligent dashboards plus strategic guidance from former CFOs and operators who can answer "Where can I cut costs without hurting growth?"
Trusted by 2,500+ growth-driven startups and small businesses
| Services | |
|---|---|
BookkeepingBuild a strong foundation |
TaxTax prep tailored to you |
Startup BoosterEarly-stage compliance handled |
Stock AdminStay accurate and up-to-date |
CFO ServicesAccelerate your growth |
R&D CreditSave up to $500,000 |
SMB BoosterGrow your business faster |
Outsourced OperationsOperational muscle, on demand |
Discover how we can help your business be more successful.
| Industries | |
|---|---|
StartupsServing businesses at every stage |
Professional ServicesIndustry expertise tailored to you |
Consumer Goods & RetailAll-in-one finance for ecommerce |
Health & MedtechSmarter finance for health innovators |
Small BusinessesAccounting built for you |
ConsultanciesCreated for your unique needs |
Law FirmsReliable accounting you can trust |
AISmarter finance for AI innovators |
Discover how we can help your business be more successful.
| Resources | |
|---|---|
Resources LibraryFree tools & templates |
Tax Compliance Calendar |
Guide to Cash Flow Positive |
Annual Planning Playbook |
Burn Rate Calculator |
KPI Dashboard |
Quality Check |
Finance & business insights |
Pilot Demo Hubs
Content curated for you
Resources Library | Consumer Hub | Tax Hub
Back Office Guide | Glossary of Terms
1,800+ salary insights from founders around the country.
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We handle your books, but that's just the start. Get intelligent dashboards plus strategic guidance from former CFOs and operators who can answer "Where can I cut costs without hurting growth?"
Trusted by 2,500+ growth-driven startups and small businesses
Case studyWe handle bookkeeping, tax, accounting and advisory work for startups and small businesses.
It's 50/50 people and software—smart tools for instant insights, expert people for strategic guidance. Both working together on your business.
Track company expenses in real timeFind the $2,000/month you didn't know you were wasting. |
Model cash flow scenariosKnow if you can afford new hires well before you make the offers. |
Sleep better at tax timeGet IRS-ready books year-round that stay compliant and maximize what you keep. |
Stop digging through spreadsheets for answers you need right now.
"Why are sales up but cash flow is down?"
"What happens if we hire two more people?"
"Which expenses are growing faster than revenue?"
You shouldn't need a finance degree tounderstand your own business.
Better business decisions with complete financial confidence.
Tired of accountants who don't understand your business? Our US-based advisory team includes seasoned CFOs and operators who know what expanding business financials should look like.
| Our Expert Team | ||
|---|---|---|
Jae Hyun MoonFormer Investment Banker with a background in private equity "I help founders build with intention, from first funding and turnarounds to exits. My job is to be your partner in the trenches who knows the numbers and brings the right playbook for the moment." |
Cole LevinFormer Fortune 500 Finance Director and startup founder "I've guided over 75 startups and companies through everything from seed rounds to 9-figure exits. The difference between companies that scale and those that stall? They measure what matters and make data-driven bets on growth." |
Pauline ChanFormer TMT Investment Banker, VC, and startup coach "Most founders only go through M&A once - I've helped C-suites navigate $30B+ in deals, from private transactions to public exits. A strategic CFO can open doors, shape outcomes, and help you exit on your terms." |
To succeed, you need resources—a trusted advisor, a partner with experience who says 'Yes, I see it, and I know what will help.'
Whether you're scaling from 2 to 20 people or preparing for your exit—Pilot works for growing businesses.
Your ambition to build something significant matters more than your current size. We work with growth-minded businesses at every stage.
Expanding Teams: "We keep running out of cash. How do I know if we can afford three more hires?"
Securing Capital: "Investors want financial projections. How do I model different growth scenarios?"
Optimizing for Profitability: "Revenue is up 40% but profits aren't. Where are we bleeding money?"
Planning Your Exit: "We want to sell in two years. What financial foundation do we need to build now?"
These complex questions require expertise that the average bookkeeping firm can’t provide. We've helped companies navigate everything from raising capital to valuations to international expansion.
Here's how we solve the exact problems keeping you up at night.
The rapid growth crisis
The founder bottleneck problem
The Challenge of Raising a Round
Clearing the way for M&AWhen business owners come to us, we transform what accounting can do: showing where cash is going, increasing profitability, and catching issues before they become problems.
Skip the generic small business advice. These are strategic insights we’ve developed from helping thousands of businesses navigate real growth complexity.
Learn how to achieve cash flow positivity and reduce reliance on external capital. READ MORE
Find out where to cut expenses without killing growth momentum. READ MORE
Know the metrics that actually matter as you scale. READ MORE
Find out what your books need to look like before you start raising. READ MORE
Three ways to get the back office support your business needs.
Solve this nowLet's discuss your specific growth challenges and financial strategy. Get clarity on cash flow, hiring decisions, and scaling complexity.
talk to our team
Explore Pilot's approach
See exactly how we combine real-time financial intelligence with strategic guidance. Understand why the 50/50 approach works.
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We work with startups and growth-minded businesses owners who are just getting started.
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Whether you need immediate support, want to explore our approach, or you're early-stage but growth-focused—there's a path that works for you.
Every conversation starts with understanding your business goals.