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pilot for Small BUSInesses

Accounting & tax services that
help you grow.

Get peace of mind with accurate and reliable support. With Pilot’s small business expertise, transparent pricing and responsive support, you can focus on growing your business, while we handle the rest.

#1 in bookkeeping & accounting on G2

Top-tier Finance Solutions

Our expert team and suite of best in class solutions can
support your small business at every step.

Tax

Get your tax prep and bookkeeping handled seamlessly, together. We file your business income taxes, including 1099 filings, and local and federal tax returns – so that you’re compliant with the IRS.

R&D Tax Credit

The R&D tax credit could save your business up to $500,000 a year. We handle the whole claiming process so you can skip the paperwork and get back to business.

CFO Services

Need advanced finance support? We have your back. Get the expert CFO support for your business needs, from building budgets to fundraising preparation.

What our customers are saying

Everyone we tried before Pilot did not know how to deal with early–stage startups. Pilot’s deep expertise has been refreshing, and it’s been smooth sailing ever since.

Paul

CEO, Lexigram

Pilot automatically connects to our financial accounts, sends us monthly reports, and syncs everything in Quickbooks. They helped us save by flagging double payments. We pretty much spend zero time on accounting and can focus on our product and company.

Paul

CEO, Lexigram

Need advanced finance support? We have your back. Get the expert CFO support for your business needs, from building budgets to fundraising preparation.

Paul

CEO, Lexigram

Small business
experts

Whether you’re just getting started or already already established, our team has expertise with every shape of small business.

Marketing & Creative Agencies

Consulting Firms

CPG

Retail & E-commerce

Partner with a 
top-tier CFO team

Make informed decisions with books that are right for your business. We work closely with you to get a comprehensive understanding of your business, so that you can run your business more effectively with the information you need to succeed.

Get a financial model 
you can trust

Access insightful forecasts and collaborate on strategic moves, leveraging our extensive experience with hundreds of companies like yours. We’ll strategize and model the impact of various scenarios to help guide your business in the right direction.

Partner with a 
top-tier CFO team

Make informed decisions with books that are right for your business. We work closely with you to get a comprehensive understanding of your business, so that you can run your business more effectively with the information you need to succeed.

Get a financial model 
you can trust

Access insightful forecasts and collaborate on strategic moves, leveraging our extensive experience with hundreds of companies like yours. We’ll strategize and model the impact of various scenarios to help guide your business in the right direction.

Suggested Bookkeeping Resources

Guide

Annual Strategic Plantning Guide for Startups

Learn how to develop you annual strategic plan and set yourselt up for financial success in 2023 and beyond.

Bookkeeping 

Guide

Learn how to keep more

The R&D tax credit could save your business up to $500,000 a year. We handle the whole claiming process so you can skip the paperwork and get back to business.

Bookkeeping 

Pilot Quality Check

Need advanced finance support? We have your back. Get the expert CFO support for your business needs, from building budgets to fundraising preparation.

See what Pilot can do for you

Get the peace of mind that comes from partnering with our experienced finance team.