Lay a rock-solid foundation for your startup with reliable bookkeeping, tax support, and financial guidance. We help thousands of businesses stay organized, make confident decisions, and save time — so owners can focus on what actually grows their business.
Lay a rock-solid foundation for your business with reliable bookkeeping, tax support, and financial guidance. We help thousands of businesses stay organized, make confident decisions, and save time — so owners can focus on what actually grows their business.
Wing customers get 20% off Pilot Core for six months and 10% off CFO Services.
Wing customers
get 2025 tax filings and monthly bookkeeping for just $750, so you can focus on product-market fit.
Trusted by 1000s of business owners
Federal and state income tax returns (1040 + Schedule C for your business) prepared and filed. One less thing to worry about. [Complex filings for rental property, multi-state, etc. may be an additional fee.]
See real financials from day one. Our monthly books show you exactly where you stand in real-time. No guesswork, no scrambling at month-end.
We'll guide you in setting up a business checking account and credit card for tracking expenses, plus we’ll get your payroll running so you can pay people properly from the start.
Get your financial and growth questions answered by small business experts who've seen it before.
I am not a numbers guy and it saves me so much anxiety about our balance sheet and financial statements.
You get a talented suite of people who act as a part of your team and can solve these problems for you all in one fell swoop by just signing up for Pilot.
I can rest a whole lot easier in the evening understanding that everything on our finance and compliance side is just handled.
This offer is for newly incorporated businesses under 1 year old with less than $15,001 in monthly expenses at the time of signature. For $1,000 for tax filings, plus a $10 monthly bookkeeping subscription fee (regular price $99/month), you'll get free onboarding to Pilot, federal and state income tax filing (1040 + Schedule C for your business reporting), cash-basis books delivered monthly, help setting up a business checking account and business credit card, payroll set up for you, and access to a library of helpful advice and monthly webinars for small businesses.
Once you surpass that expense limit or complete your first year in the program, your subscription will become the Pilot Essentials bookkeeping plan, starting at $99 per month. Tax filing will continue at standard rates.
Your federal and state tax return includes reporting for one of each income sources: W-2, K-1, rental property, and 1099. If your tax situation includes more items than this, we’ll bill you for that complexity after filing.
This program is part of our mission to help small businesses reach profitability faster, for a more vibrant economy.
Accept a wide range of payment methods online and in-person to maximize your revenue opportunities.
Get paid faster. Invoice what you’re owed with automated follow-ups and transaction tracking.
Ensure vendors and service providers are paid properly and on time.
Trusted by 1000s of builders
Stay compliant with Pilot Tax. We’ll prepare and file your federal, state, and local income taxes. Plus, get live reminders and status updates about your filings.
Get the peace of mind to focus on running your business, thanks to our triple-checked financial statements.
Set your startup up for success with business checking, savings, and corporate card.
Pay employees and contractors properly and on time no matter their location. We’ll set your payroll up on your behalf.
Gain transparency, make informed decisions, and manage equity. We’ll set your cap table up on your behalf.
Get all your financial and go-to-market questions answered from our team of startup experts.
Your business needs clean books, filed taxes, and expert advice. We handle all three for $750 during your first year.
Pilot gives me confidence in our numbers. In a fast-moving startup, there's no room for guesswork — having clear financials and quick, reliable answers mean I can make decisions without hesitation.
We have a complete view into our cash position with Pilot, which fundamentally shapes how we think about our product, our company, and where we want to go.
Closing our pre-seed gave us runway to grow our business — not runway to become experts in QuickBooks and bookkeeping.
This offer is for newly incorporated tech startups under 1 year old that are pre-revenue with less than $15,001 in monthly expenses at the time of signature. For $750, you’ll get free onboarding to Pilot, federal and state income tax extension and filings, accrual-basis books delivered monthly, help setting up a business checking and savings account and corporate credit card, payroll and cap table set up for you, access to a library of helpful advice for startups, and access to US-based experts who will work with you and answer your questions.
This is part of our mission to help startups reach profitability faster, for a more vibrant economy. Once you surpass that expense limit, your subscription will become the Pilot Core bookkeeping plan, starting at a rate of $399 per month, plus the Tax Starter plan, starting at $750 per year. Additional services, such as bill pay or R&D tax credit preparation, are available to you anytime for an additional fee.
There’s a reason that we’re the largest startup accounting firm in the US
We have an unbeatable combo: a team of finance experts paired with a top-notch in-house engineering team.
The result? Deep integrations with the tools you already use, and a seamless platform for staying on top of everything.
We’re trusted by thousands of companies because we’ve helped countless startups achieve success.
We understand the unique challenges that come with growing a business and have the expertise you need to reach your goals.
We’re the last accounting firm you’ll ever need to hire.
We support tiny startups and large companies, so no matter how your needs evolve, we’ve got you covered.
There’s a reason that we’re the largest startup accounting firm in the US
We have an unbeatable combo: a team of finance experts paired with a top-notch in-house engineering team.
The result? Deep integrations with the tools you already use, and a seamless platform for staying on top of everything.
We’re trusted by thousands of companies because we’ve helped countless businesses achieve success.
We understand the unique challenges that come with growing a business and have the expertise you need to reach your goals.
We’re the last accounting firm you’ll ever need to hire.
We support tiny startups and large companies, so no matter how your needs evolve, we’ve got you covered.
Get a monthly report that includes the metrics that matter: your inventory statement, merchant fees, cost–of–goods–sold, and more. We sync with the tools you already use like Shopify, Amazon, Stripe or Paypal, creating a single source of truth. Our mix of experts and software delivers books with unmatched accuracy.
Meet your finance expert who knows your business inside and out. Together, you’ll establish the right financial foundation, from the best tools to projections. We’re your finance partner from the start.
Get the full bookkeeping, tax, and finance help your business needs. With Pilot Tax, we’ll file your taxes and 1099s. Need help with budgets, accounts receivable or payable? We offer these and other additional services to help you make smart business decisions based on your numbers.
Pilot has been a game-changer. I haven’t looked back and can’t believe we didn’t sign up sooner. The team is amazing and the work they deliver helps us with things like planning for growth, expenses, fundraising, and more.”
We know we have the back office covered with Pilot. They are hands on and make our accounting and bookkeeping easy. You get a team who provides guidance on best practices in the tax and accounting world, and you spend a fraction of the time you would on this work otherwise.”
Our package with Pilot is exactly what we wanted and what we needed — no BS, no fluff. Pilot’s services are straight to the point and the team is so pleasant to work with. As a small business and a startup, that’s what you really need.”
With Pilot, you get peace of mind knowing your books are done well. Pilot has a robust process, brand, and knowledgeable team that you get access to.
Pilot is a partner we can trust. After going through multiple accounting firms and a DIY effort, we couldn’t be happier. Pilot delivers consistent, reliable, high-quality work. We’re saving a bunch of time and can focus on running our firm more intelligently, knowing where everything stands.
Pilot has helped me release the burden of the books, which is more valuable than time because I’m getting my brain power back.
Your favorite tools integrate with Pilot so that everything is kept effortlessly up to date.
Best for: Small businesses that just want clean books. AI categorizes transactions, reconciles accounts, and closes books monthly.
What's included:
Cash-basis bookkeeping using data from your bank and credit cards
Standard chart of accounts
Year-end package for your tax preparer
Instant AI answers about past transactions and current cash flow, plus run scenarios to plan ahead
Support through in-app messaging
Best for: Startups and growing businesses that need books to make operational decisions. Get reporting your partners, lenders, and investors trust.
Everything in Essentials, plus:
US-based bookkeeper who handles, explains, and reviews your books
Cash or accrual-basis bookkeeping that pulls from your bank, credit cards, payroll, AP, inventory, and payment platforms
Custom chart of accounts
Reports on the 10th business day
Support from your dedicated team in-app, email, and over the phone
Best for: Growing companies that need a customized plan for the back-office.
Everything in Core, plus any of these:
Keep your existing QuickBooks account and historical data
Support for complex business structures
Custom workflows and reporting
Reports on the 6th business day
Full accounts receivable
Full accounts payable
Payroll administration
CFO advisory, financial planning, and fundraising support. Connect with your dedicated CFO in-app, by email, phone, or Slack
Starts at
What's included:
Free tax extension
Federal income tax filing
State income tax filing
Quarterly tax payments (safe harbor)
Schedule C for your LLC’s income and loss
Reporting for one of each income sources: W-2, K-1, rental property, and 1099
Year-round email support
Starts at
What's included:
Free extension
Federal income tax filing
State income tax filing
Delaware Franchise tax filing
Up to 25 1099-NEC filings
Year-round email support
Starts at
What's included:
Free tax extension
Federal income tax filing
State income tax filing
Delaware Franchise tax filing
Up to 10 1099-NEC filings
Year-round email support
Is your business pre-revenue? Contact us for exclusive discounts.
Additional services
Starts at
Best for: companies seeking to analyze business performance and discover key insights.
What's included:
Custom financial model with strategic insights
Budget vs actuals variance analysis
Scenario planning model
Industry-specific KPI dashboard
Monthly call with your CFO
Starts at
Best for: companies that need a finance expert to launch strategic projects and help drive growth.
What's included:
Everything in Basic
Cash and runway optimization
Investor & board reporting support
Basic fundraising and M&A support
Ad-hoc strategy support
Bi-weekly call with your CFO
Starts at
Best for: growing companies who need a finance leader but not ready for a six-figure hire.
Custom plans can include:
Everything in Essentials
13-Week Cash Flow Analysis
Investor updates & board presentations
Fundraising insights & equity story
Compensation planning and benchmarking
Acquisition and GTM strategy
Monetization and pricing strategy
Strategic planning & OKRs
Weekly calls with your CFO
Starts at
Best for: Pre-launch companies and brand-new businesses with no operations set up.
What's included:
Business incorporation through Stripe Atlas
Banking setup with Mercury
Setup for a payroll system that actually works
Pilot bookkeeping system setup
Starts at
Best for: Companies with a few employees who want their operations handled by experts, not just software to figure out yourself.
What's included:
Everything in Starter (if you need the setup)
Banking support when things get messy
HR, payroll, and benefits that work
Invoice collection
Bill payment on time
Best for: Growing companies whose needs don’t fit in neat boxes—because your business isn’t like everyone else’s.
Custom plans can include:
Everything in Essentials
Invoice collection (high volume)
Bill payment on time (high volume)
State payroll and tax compliance that actually works
Plus whatever complexity your business demands
Stock administration without the legal bills
Online retailer and consumer companies face challenges around managing physical goods (such as COGS, inventory, supply chain, fulfillment), and often have complex selling channels (such as multiple platforms, differing fee and payout structures, and multiple payment processors). They also tend to have large transaction volumes. All of these things affect your books, which is why it’s important to have a bookkeeper with a strong background in your industry.
Pilot serves consumer and retail customers of all shapes and sizes, across different sectors (food and beverage, apparel, hard goods) and business models (direct-to-consumer and multi-channel retailers, manufacturers, wholesalers).
We have customers using every major e-commerce platform, including Shopify, Amazon, WooCommerce, Magento, BigCommerce, and Salesforce Commerce Cloud.
Pilot makes inventory updates in your financial statements every month based on data provided either directly by you or by the source of truth for your inventory, such as an inventory management system (e.g., TradeGecko / Quickbooks Commerce).
