Pilot's Annual Planning Checklist
LEARN MORE
Why Pilot?
Services
Bookkeeping
Build a strong foundation
Tax
Tax prep tailored to you
Startup Booster
Early-stage compliance handled
Stock Admin
Stay accurate and up-to-date
CFO Services
Accelerate your growth
R&D Credit
Save up to $500,000
SMB Booster
Grow your business faster
Outsourced Operations
Operational muscle, on demand
Watch our demo
Discover how we can help your business be more successful.
Services
Bookkeeping
Build a strong foundation
Tax
Tax prep tailored to you
Startup Booster
Early-stage compliance handled
Stock Admin
Stay accurate and up-to-date
CFO Services
Accelerate your growth
R&D Credit
Save up to $500,000
SMB Booster
Grow your business faster
Financial Operations
Operational muscle, on demand
Watch our demo
Discover how we can help your business be more successful.
Industries
Startups
Serving businesses at every stage
Professional Services
Industry expertise tailored to you
Consumer Goods & Retail
All-in-one finance for ecommerce
Health & Medtech
Smarter finance for health innovators
Franchise Bookeeping
Standardized books for franchisees
Small Businesses
Accounting built for you
Consultancies
Created for your unique needs
Law Firms
Reliable accounting you can trust
AI
Smarter finance for AI innovators
Creative Agencies
Financial insights to grow your agency
Watch our demo
Discover how we can help your business be more successful.
Customers
Pricing
Resources
Watch our Demo
Discover how we can help your business be more successful.
Resources
Resources
Free tools & templates
Resources Hub
Tax Compliance Calendar
Guide to Cash Flow Positive
Annual Planning Playbook
Burn Rate Calculator
KPI Dashboard
Quality Check
Discover
Finance & business insights
2025 Founder Salary Report
State of Startups Report
Blog
Events
Insights
Pilot Demo
Hubs
Content curated for you
Resources Hub
Consumer Hub
Tax Hub
Back Office Guide
Glossary of Terms
Founder Salary Report
1,800+ salary insights from founders around the country.
1-800-613-0257
Sign In
Get Started
Back to The Pilot Blog
Articles by
Pilot Team
Articles by Pilot's staff and contributors.
The 5 best alternatives to Mission First Operations in 2024
Accounting and Bookkeeping
Pilot Team
What is the Form 1098?
Taxes
Pilot Team
Instructions for filling out Form 8854
Accounting and Bookkeeping
Pilot Team
Instructions for filling out Form 8594
Accounting and Bookkeeping
Pilot Team
Instructions for filling out Form W-8BEN-E
Accounting and Bookkeeping
Pilot Team
Instructions for filling out Form 5498-SA
Accounting and Bookkeeping
Pilot Team
Instructions for filling out Form 8288
Accounting and Bookkeeping
Pilot Team
The 5 best alternatives to Kranz in 2025
Accounting and Bookkeeping
Pilot Team
What is the form 1023?
Taxes
Pilot Team
Previous
Show more
Subscribe for business tips, tax updates, financial fundamentals and more.
