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Pilot
One team for all your accounting needs

What is Pilot?

Pilot is a comprehensive financial services platform that combines expert human accountants with advanced technology to provide bookkeeping, tax, CFO, and R&D credit services. As the largest startup and small business accounting firm in the United States, they employ over 250 US-based professionals dedicated to building strong financial foundations for businesses.

The platform stands out through its unique combination of finance experts and in-house engineering team, offering deep integrations with existing business tools. They serve organizations ranging from pre-seed startups to established companies, providing specialized solutions for various industries including startups, consumer goods, and professional services.

Features

  • Triple-Checked Financial Statements: Ensure accurate bookkeeping with multiple verification layers
  • Integrated Platform: Deep integration with existing business tools
  • Tax Compliance Support: Expert handling of federal and state income tax filings
  • CFO Services: Professional guidance for budgeting, KPI tracking, and fundraising
  • R&D Tax Credit Processing: Complete management of R&D tax claims up to $500,000
  • Stock Administration: Cap table management and equity issuance tracking

Use Cases

  • Startup financial management and compliance
  • Small business accounting and bookkeeping
  • Professional services firm accounting
  • Consumer goods company financial tracking
  • Law firm accounting solutions
  • Tax preparation and filing
  • Strategic financial planning

FAQs

  • What types of businesses does Pilot serve?
    Pilot serves a wide range of businesses, from pre-seed startups to established companies, including professional services firms, consumer goods companies, and law firms.
  • What services are included in the R&D tax credit offering?
    Pilot handles the complete R&D tax claim process and provides necessary documentation for IRS backing, with potential savings of up to $500,000 per year.
  • How does Pilot ensure accuracy in their bookkeeping?
    Pilot uses a triple-checked system for financial statements, combining expert accountants with advanced technology to ensure accuracy.

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