Business Details
Your Trusted Partner for Accounting Solutions
Pilot powers the financial back office for startups and small businesses. We specialize in bookkeeping, tax preparation, and CFO services, delivering unparalleled accuracy and a customer experience of exceptional quality. Our approach combines smart tools for instant insights with expert people for strategic guidance, ensuring businesses can focus on growth while maintaining compliance. Founded in San Francisco, we've helped 2,500+ growth-driven startups and small businesses navigate complex financial landscapes. Our investors include Sequoia, Index Ventures, and industry leaders like Patrick Collison.With offices in San Francisco and Nashville, we offer tailored solutions for businesses at every stage, from pre-seed to Series C and beyond. Our team includes seasoned CFOs from top investment banks, PE/VC firms, and consulting firms, ensuring clients receive industry-specific expertise. We've facilitated over $9.1B in capital raises and $36M+ in R&D tax savings, demonstrating our commitment to empowering businesses through financial clarity and strategic support.
Services
Bookkeeping
Tax Preparation
CFO Services
R&D Tax Credit
Stock Admin
Highlights and features
- 2500+ integrations for seamless financial operations
- 200+ successful fundraising cases supported by CFOs
- Triple-checked financial statements for unmatched accuracy
- Dedicated US-based team of startup finance experts
- Real-time financial dashboards for informed decision-making
What people say
Crystal-clear financials
Proactive support
Time savings
Expert guidance
Accurate books
Services
Bookkeeping
Our bookkeeping service maintains accurate, real-time financial records for startups and small businesses. Using accrual accounting from day one, we ensure your books are audit-ready and investor-friendly. Our process includes monthly P&L statements, balance sheets, and cash flow reports that provide clear insights into your financial health. The service combines AI-powered automation with expert human review to ensure 100% accuracy and compliance with accounting standards.
Tax Preparation
Pilot's tax preparation service handles corporate income tax filings at federal, state, and city levels. Including 1099 filings and Delaware franchise tax compliance, our dedicated tax preparers ensure timely submissions with live status updates. We offer tiered plans starting at $750/year for startups, with pricing based on business complexity. Our tax experts work year-round to maintain IRS-ready books that maximize deductions while minimizing audit risk.
CFO Services
Our CFO services provide strategic financial guidance from experienced professionals with backgrounds at top investment banks and VC firms. Starting at $1,750/month, these services include financial modeling, cash flow forecasting, fundraising support, and operational strategy. Clients receive customized financial dashboards, scenario planning, and expert advice to optimize growth while maintaining financial discipline and investor readiness.
R&D Tax Credit
Pilot's R&D tax credit service helps businesses claim up to $500,000 annually by identifying qualifying research expenditures. Our experts handle the entire process from eligibility determination to documentation and filing. We charge 20% of the credit value, with services including Form 6765 preparation, audit-ready documentation, and coordination with payroll providers to apply credits against tax liabilities.
Stock Admin
Our stock administration service maintains accurate capitalization tables and equity records for growing companies. The service includes cap table management, 409A valuation support, and compliance with equity regulations. We help businesses track ownership changes, manage stock grants, and prepare for liquidity events while ensuring proper documentation and audit readiness for venture-backed startups.
People
Jae Hyun Moon
Former Investment Banker
Former Investment Banker with private equity experience who helps founders from initial funding through exits. Specializes in strategic financial planning and operational execution for growing businesses.
Cole Levin
Former Fortune 500 Finance Director
Former Fortune 500 Finance Director and startup founder with experience guiding 75+ companies through various growth stages. Expertise includes scaling operations and navigating complex financial transitions.
Pauline Chan
Former TMT Investment Banker
Ex-TMT Investment Banker, VC, and startup coach with experience in $30B+ M&A transactions. Focuses on helping companies through exit strategies and complex financial negotiations.
Questions
What accounting services does Pilot offer?
Pilot offers bookkeeping, tax preparation, CFO services, R&D tax credit assistance, and stock administration. Our services combine expert professionals with AI tools for accurate financial management across all business stages.
How does Pilot's pricing work?
Our pricing scales with business complexity, starting at $750/year for tax prep and $1,750/month for CFO services. Bookkeeping fees are based on expense levels, with transparent pricing that grows as your business expands.
Can Pilot handle international companies?
We support US entities with foreign subsidiaries for consolidated reporting, but currently don't serve foreign entities. Our services accommodate businesses operating in multiple international markets.
How does Pilot help with fundraising?
Our CFO team has supported $9.1B in capital raises, providing financial modeling, investor-ready reporting, and strategic guidance to help companies secure funding across various growth stages.
What industries does Pilot specialize in?
We specialize in technology, ecommerce, healthcare, professional services, and consumer goods industries, with deep expertise in serving startups and growth-oriented businesses across these sectors.
How does Pilot ensure bookkeeping accuracy?
We combine AI-powered automation with triple-checked financial statements and expert human review. Our 250+ integrations ensure real-time data synchronization while maintaining strict accounting standards compliance.
