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Pilot: Bookkeeping & Accounting Services for Startups & Small Businesses



Pilot's Annual Planning Checklist

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Why Pilot?

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Bookkeeping

Build a strong foundation

Tax

Tax prep tailored to you

Startup Booster

Early-stage compliance handled

Stock Admin

Stay accurate and up-to-date

CFO Services

Accelerate your growth

R&D Credit

Save up to $500,000

SMB Booster

Grow your business faster

Outsourced Operations

Operational muscle, on demand

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Discover how we can help your business be more successful.

Industries

Startups

Serving businesses at every stage

Professional Services

Industry expertise tailored to you

Consumer Goods & Retail

All-in-one finance for ecommerce

Health & Medtech

Smarter finance for health innovators

Franchise Bookeeping

Standardized books for franchisees

Small Businesses

Accounting built for you

Consultancies

Created for your unique needs

Law Firms

Reliable accounting you can trust

AI

Smarter finance for AI innovators

Creative Agencies

Financial insights to grow your agency

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Discover how we can help your business be more successful.

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Resources

Free tools & templates

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Tax Compliance Calendar

Guide to Cash Flow Positive

Annual Planning Playbook

Burn Rate Calculator

KPI Dashboard

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2025 Founder Salary Report

State of Startups Report

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Back Office Guide

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Founder Salary Report

1,800+ salary insights from founders around the country.

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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?"

EXPLORE WHAT WE DO

Trusted by 2,500+ growth-driven startups and small businesses

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.

Track company expenses in real time

Find the $2,000/month you didn't know you were wasting.

Model cash flow scenarios

Know if you can afford new hires well before you make the offers.

Sleep better at tax time

Get IRS-ready books year-round that stay compliant and maximize what you keep.

Smart tools. Smarter people. Confident decisions.

## 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 to
understand your own business.

Better business decisions with complete financial confidence.

## Get guidance from CFOs who've been there.

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

Former 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 Levin

Former 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 Chan

Former 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.

Growth scenarios we support:

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.

PROOF FROM PEOPLE DOING IT

## Here's how we solve the exact problems keeping you up at night.

The rapid growth crisis

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

Read story

wATCH VIDEO

The founder bottleneck problem

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

Read story

The Challenge of Raising a Round

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!"

Read iba's story

wATCH VIDEO

Clearing the way for M&A

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.

Read story

When 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.

## Not ready to talk? Get free insights that move the needle.

Skip the generic small business advice. These are strategic insights we’ve developed from helping thousands of businesses navigate real growth complexity.

Forecast your cash flow

Learn how to achieve cash flow positivity and reduce reliance on external capital.

READ MORE

Manage your costs

Find out where to cut expenses without killing growth momentum.

READ MORE

See your key indicators

Know the metrics that actually matter as you scale.

READ MORE

Raise your Series A

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 now

Let'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.

explore what we do

Begin your growth journey

We work with startups and growth-minded businesses owners who are just getting started.then

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.

info@pilot.com

Services

BookkeepingOutsourced OperationsCFO ServicesTaxR&D CreditStartup BoosterSMB Booster

Industries

StartupsHealth & MedtechSmall BusinessesProfessional ServicesCreative AgenciesLaw FirmsConsultanciesConsumer Goods & RetailFranchise Bookkeeping

Resources

Resource HubBlogEventsPilot DemoGlossaryVendor DatabaseData Insights

Annual Planning PlaybookBack Office GuideBurn Rate CalculatorFounder Salary ReportTax Compliance CalendarSmall Business Metrics

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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.