$250,000 in grants for small businesses.
Apply by March 31 APPLY NOW 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 3,000+ 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.
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.
Yi Jean Lim Former investment banker with a background in venture capital "We bring reality-anchored clarity and a focus on rapid time-to-value.
Informed by insights from many companies, I help you understand your financials, align on the right narrative for your stakeholders, and focus on the goals that truly matter." 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." Neha Banik Former Corporate Strategist at a global investment bank "I’ve spent 12+ years helping leaders decide what's next.
Small businesses don't need more data—they need clear financials and someone in their corner who actually gets the day-to-day grind.
That's what we do." 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
