Accelerate your growth with expert CFO support—from accurate budgets to high-impact financial strategies.
Ongoing CFO support, dedicated to your business. Based on your needs, each month your CFO can:
Accurate budgets and forecasts built for you. Our CFOs will
analyze your business drivers to build a custom forecast for:
A fundraising strategy from experts who’ve done it
before.
Our CFOs can help you with:
Pilot offers financial modeling support for your 409A valuation, including developing operating forecasts
and coordinating with your 409A provider.
Build financial strategies and models that increase cash flow, improve profitability—from customer cohort analysis to sales efficiency, like LTV and CAC.
Chart your company’s course with accurate forecasts and budgets. We build this block-by-block, from revenue to net income.
Establish the financial infrastructure and hygiene that’s poised for growth and impresses investors, from billing to expense reimbursement.
You’ll work with the best. Our expert team has grown hundreds of businesses as former founders, startup operators, finance execs, and VCs—and they’ve raised over $1B collectively.
We build sophisticated financial strategies that are based on your business and growth-stage. Serving over 1,000 companies, we pull insights and expertise across industries.
Whether you need budgeting or fundraising support, you’ll get proven, trusted experts to help you unlock growth.
I can rely on Pilot for quality, custom support. Their feedback on my board
decks is always very helpful.
Pilot goes beyond CFO services to offer everything you need for your business's
financial management.
Our expert bookkeepers are supported by powerful software, ensuring books with unmatched accuracy. Plus, get industry-specific reports, with metrics that matter.
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.
The R&D tax credit could save your business up to $250,000 a year. We handle the whole claiming process so you can skip the paperwork and get back to business.
Get expert financial support your business needs.
