Tired of tangled books and confusing numbers? Pilot is here to make your business totally awesome!
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
| Case study | Case study | Case study |
|---|---|---|
| We 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. | Read More! |
Stop digging through spreadsheets for answers you need right now.
You shouldn't need a finance degree to understand 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.
Jae Hyun Moon "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 Levin "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 Chan "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 with 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 PROBLEM: Rapid growth from 5 to 50 people created dangerous cash flow cycles—looked profitable on paper but repeatedly came close to running out of cash.
WHAT WE BUILT: Switched from cash to accrual accounting for true visibility, worked through $1M invoice backlog, and provided CFO modeling for cash planning.
THE RESULT: "The growth almost killed us multiple times. We had an additional million dollars in invoices that weren't coming in and the CFO team was there with strategies. One year later, consultants are booking 20% more revenue." - Jay Boyer, General Partner
THE PROBLEM: Business owner was personally pulling and analyzing every financial number, running bookkeeping and KPI analysis—becoming the bottleneck preventing growth focus.
WHAT WE BUILT: Streamlined bookkeeping workflow, built financial models for securing capital, and created KPI dashboards tracking marketing funnels to supply chain performance.
THE RESULT: "Pilot helped secure our most recent funding and built data rooms that helped me close our financing. The main reason I'd recommend Pilot is so business owners can spend less time working in the business and more time working on the business." - Katie Spies, Founder & CEO
THE PROBLEM: OptimalAI needed to raise its pre-seed round and had just a matter of weeks to do it.
WHAT WE BUILT: Pilot set up their books and produced the investor-ready financials they needed to raise in just 4 weeks. Pilot also handled all the compliance paperwork for multi-state hiring so Iba could focus.
THE RESULT: "There was probably a four-week timeline between incorporation and closing our first round ... Our investors constantly ask us why our books are always on time and why it's so easy for them to pull financials. Pilot is our support system!"
THE PROBLEM: There’s nothing more frightening than a third-party looking under the hood of your company to scrutinize every detail, decision, and transaction. In preparing to sell Passage AI, Ravi knew they needed airtight financial books.
WHAT WE BUILT: Pilot’s bookkeepers helped Ravi produce triple-checked, accurate financials. They were so effective, they caught unpaid invoices and errors from vendors.
THE RESULT: Passage AI was able to track its growth without much effort and easily update investors. “I just forward what Pilot sends me. It saves a lot of time and there’s never any back-and-forth,” says Ravi Raj, CEO and Co-founder. Passage AI was successfully acquired by ServiceNow.
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.
Three ways to get the back office support your business needs.
Let's discuss your specific growth challenges and financial strategy. Get clarity on cash flow, hiring decisions, and scaling complexity.
See exactly how we combine real-time financial intelligence with strategic guidance. Understand why the 50/50 approach works.
1,800,000
Check out our latest blog posts!
Build a strong foundation
Tax prep tailored to you
Early-stage compliance handled
Stay accurate and up-to-date
Accelerate your growth
Save up to $500,000
Grow your business faster
Operational muscle, on demand
Discover how we can help your business be more successful.
Serving businesses at every stage
Industry expertise tailored to you
All-in-one finance for ecommerce
Smarter finance for health innovators
Accounting built for you
Created for your unique needs
Reliable accounting you can trust
Smarter finance for AI innovators
Discover how we can help your business be more successful.
We love our customers!
Check out what some of our totally awesome customers are saying:
- CEO, Awesome Startup Inc.
- Founder, Cool Biz LLC
Free tools & templates
Stay on track!
Money talks!
Plan for success!
How fast are you burning cash?
Track what matters!
Ensure excellence!
1,800+ salary insights from founders around the country.
What's hot in the startup world!
Content curated for you
Got questions? Call us!
© Pilot.com, Inc. Customer Terms | Privacy Policy | Cookie Notice
Pilot is a provider of back-office services, including bookkeeping, controller services, and CFO services. Pilot is not a public accounting firm and does not provide services that would require a license to practice public accountancy.
Proudly hosted on GeoCities!
You are visiting this page from the following webrings:
Sign In