Get strategic insights, realistic budgets, fundraising expertise, and decision-making confidence with our team of industry-specialized CFOs. Strategic analysis of the financial wellbeing of our company and growth plan. Pilot CFO services have helped us clean up our finances, look at the big picture, and Liability Accounts put into context every financial decision we make.

Explore customer stories by business type

If you have the ambition to build, we have the expertise and team to support. Yes, Pilot can break out revenue and costs in your P&L by product line and/or channel. Depending on the degree of granularity you’d like to capture, we recommend doing this in the P&L itself for simpler break-outs (e.g., revenue by channel) and via a detailed KPI dashboard for more complex analysis (e.g., monthly profitability by SKU).

Financial services outsourcing

• With Pilot’s small business expertise, transparent pricing, and responsive communication, you can focus on growth while we handle your financials.
• Pilot has a robust process, brand, and knowledgeable team that you get access to.
• We use the Pilot Platform provided by Pilot to assist us in processing Personally Identifiable Customer Data to provide the Services.
• Our goal is to deliver robust financial analysis and expert support to unlock growth for your business.
• The start-up has partnered with companies including American Express, Bill.com, Gusto and Stripe.
• Switched from cash to accrual accounting for true visibility, worked through $1M invoice backlog, and provided CFO modeling for cash planning.

Pilot also offers tax preparation and fractional CFO services, which you may want to purchase to keep your financial management processes under one roof. «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 to understand your own business. It’s 50/50 people and software—smart tools for instant insights, expert people for strategic guidance. We’ve worked with hundreds of online businesses and understand the intricacies of ecommerce bookkeeping like no one else. We effortlessly manage high transaction volumes, reconcile multiple payment methods, and accurately reflect merchant fees so you can focus on running your business.

Onboarding Process

Our software auto-categorizes and flags issues, and your finance expert reviews every set of books before they go out. If your business has less than $5 million in annual revenue, and it’s been less than five (5) years since your first gross receipts/sales, you can frequently reduce your Social Security Payroll tax liability under the PATH Act R&D credit. If you do not qualify under the PATH Act R&D Credit, you can take regular R&D Credit against income taxes (rather than against payroll taxes). Our bookkeeping and tax plans are based on an annual subscription model with transparent pricing that scales with your expense rate and your business needs such as connected institutions, bills, and invoices.

Need more strategic finance support?

They want to support you through so much growth that you reach the point you no longer need their services and hire an in-house team. The plans are expensive, and it’s not much different than using QuickBooks Online on your own. While the unique features do set it apart, for many businesses, they’re simply out of reach financially. If there are any changes to this Section 11 or any successor section (but not including Section 11.2 (Notice of Disputes)), you may reject any such change by using the procedure set forth in Section 11.8 (30-day opt-out period) within 30 days of the change. It is not necessary to submit a rejection of a future change to this Section 11 if you have properly opted out of arbitration in compliance with the requirements of Section 11.8 (30-day opt-out period). Before filing a pilot accounting claim, you and we (or Pilot, as applicable) each agree to try to resolve the dispute by contacting the other Party through the notice procedures in Section 11.2 (Notice of disputes).

Integration with QuickBooks Online

While reviews praise the platform’s reliability and effectiveness, the relatively moderate number of public reviews provides a limited window into overall customer satisfaction. Similarly, the monthly bookkeeping schedule can be problematic for certain customers. Due to the lack of real-time updates, you’re potentially left without insight into your activities for weeks after each month closes. Pilot’s features are sufficient for basic bookkeeping, but they lack the depth and flexibility a business owner with more complex financial needs may require. Upon signing up, Pilot matches you with a dedicated bookkeeper who recording transactions migrates your financial information to QuickBooks Online (QBO)—their software of choice—if you’re not already using it.