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The Best Bookkeeping and Tax for Growing Businesses

Full-stack financial services for Consumer Goods & Retail companies

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Trusted by thousands of startups

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Hundreds of consumer businesses trust Pilot

Why startups like yours choose Pilot

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Expertise in startups

We know startups–we are one. Our bookkeeping, tax, and CFO services are built for VC–backed companies. From fundraising to SaaS models, you’ll get the financial support you need. Your monthly statements also come with your burn rate–so you and investors know the numbers that matter.

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Personal finance expert

With Pilot, you get an advisor who knows your business and growth stage. We’ll help set up your full finance stack for scale, including preferred cash–sweep accounts, payroll, and expense–management. We’re your partner.

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Unmatched accuracy

Finally, modern bookkeeping powered by technology. We sync with your financial accounts like Quickbooks, Gusto, and Expensify and check our work twice. Our software auto–categorizes and identifies errors, and your personal finance expert reviews and tailors every set of books. The result? Monthly statements with unmatched accuracy–so you can get back to running your business.

Why ecommerce brands choose Pilot

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Accurate statements every month

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.

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Personal, expert support

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.

Pilot end-to-end service
One–stop finance shop

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.

Why founders love Pilot

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.

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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.

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Anurag
Founder, Render

Pilot has proven to be a truly invaluable service. The amazing responsiveness and delivery of thorough guidance and time-sensitive financials demonstrate an impressive care and commitment regarding our business.

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Max
Founder, Filmbot

Working with the best financial tools in the business

Your favorite tools integrate with Pilot so that everything is kept effortlessly up to date.

Integrated with the best in ecommerce

A special discount for Bench referrals

Bench referrals get 20% off Pilot Core for six months

Core

Essential support for basic bookkeeping

Pilot Plus
$0$0/mo billed annually
$0 in monthly expenses

Core Includes

  • Dedicated finance expert
  • Accrual basis bookkeeping
  • P&L, balance sheet, and cash flow statements
  • World class support and advice

Select

Additional support for a higher touch experience

Pilot Plus
$0$0/mo billed annually
$0 in monthly expenses

Everything in Core, plus

  • Industry standard financial ratios
  • Expedited books delivery
  • Monthly phone reviews
  • Priority support

Plus

Advanced support for more complex needs

Custom Pricing

Everything in Select, plus

  • Support for multiple entities, classes,  locations and three-way reconciliations
  • Inventory tracking
  • Billable expenses
  • Fully customizable chart of accounts

Pilot discounts for pre-revenue companies

On top of the partner discount, Pilot offers an additional $200/mo discount off our Core and Select plans for pre–revenue companies. Contact us to learn more.

All plans prepaid annually.

Frequently asked questions

Why is bookkeeping for consumer and retail companies unique?

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.

What kinds of consumer and retail customers does Pilot support?

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).

What types of sales platforms do your customers use?

We have customers using every major e-commerce platform, including Shopify, Amazon, WooCommerce, Magento, BigCommerce, and Salesforce Commerce Cloud.

Do you handle inventory?

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).

Ready to get started with Pilot?

Bench referrals get 20% off Pilot Core for six months

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