Pilot is a comprehensive business accounting and general ledger software solution crafted to aid startups and small businesses in efficiently managing their financial processes, including accounting and tax-related tasks. With Pilot, administrators can easily handle a variety of income taxes, including federal, state, and local taxes. The software also provides real-time updates on inventory status, ensuring businesses have accurate and up-to-date information regarding their supplies. This robust tool is designed to streamline financial management for startups and small businesses, helping them maintain accurate records and stay compliant with tax obligations.

Bookkeeping Core

Experienced finance specialist in accrual basis bookkeeping. Proficient in P&L, balance sheet, and cash flow statements. Offers exceptional support and guidance.

Bookkeeping Select

Dedicated finance expert for accrual basis bookkeeping. Provides P&L, balance sheet, and cash flow statements. Offers world-class support and advice. Utilizes industry standard financial ratios. Ensures expedited books delivery. Conducts monthly phone reviews. Provides priority support.

Tax Essentials

Support for unprofitable C corps: Federal, state, and Delaware franchise tax filing, 1099-NEC filing, email support, and free tax extension.

Fundraising Strategy & Support

Get fundraising guidance from experienced experts. Our CFOs can assist you with: ✓ Overall fundraising strategy and approach ✓ Comprehensive pitch narrative, deck design, and mock pitch sessions ✓ Financial and market analyses

Monthly Engagement

Monthly financial and business metric updates, along with rolling forecasts, are provided.

Annual Budgeting & Forecasting

Personal CFO Consultations Revenue projections COGS budget Headcount budget Payroll budget Non-payroll budget Forecast drivers based on historical trends, financial ratios, or custom inputs Sensitivity analysis Scenario planning Robust three statement models

Contact info

353 Sacramento St #1900, San Francisco, CA 94111, США