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180 Montgomery St.

San Francisco, California 94104

Client size
2-20 employees
21-50 employees
50+ employees

Pilot specializes in bookkeeping, tax services, and CFO consulting for hundreds of startups and growing businesses. 

We have a talented team of US-based finance experts supported with software that allows us to deliver incredibly accurate financials, every month. 

Pilot users will get a dedicated account manager to work with — the same one each month — to handle all of its processes. Pilot integrates with existing services like Brex, Gusto and Stripe to automatically bring in transactions, avoiding painful manual experiences like importing CSV files. Users get detailed reports each month containing P&L, balance sheet, burn rate, and a cash flow statement for the prior month.

Beyond keeping your books, Pilot offers strategic finance support to accelerate your growth and achieve your financial goals. Our seasoned CFO services team provides expert guidance on how to grow your business, from accurate budgeting to analyzing KPIs to fundraising strategy. 

Let Pilot focus on your financials, so you can focus on your business.

Services offered
  • Bookkeeping
  • Cash Management
  • Financial Planning
  • Fundraising Prep
  • Billing & Payroll
  • Tax Preparation
  • Technical Accounting
  • Audit Readiness
  • IPO Readiness
  • R&D Tax Credit
  • Outsourced CFO
  • Sales Tax Management
Software expertise
  • Quickbooks Online
Industries served
  • Agriculture Tech
  • BioTech
  • CleanTech
  • Consumer Products
  • Consulting & Other Services
  • FinTech
  • Media & Communications
  • Real Estate Tech
  • Software & Internet
  • Tech Hardware
  • San Francisco

    180 Montgomery St

    San Francisco, California 94104