One of the top requests we get is, “Can’t you just do it for me?” 

Our CFO services team gives a lot of sage advice on how to set up an invoicing and collections process, schedule bills, adjust sales compensation, set up cap tables and manage equity, and more. But lots of founders don’t have time to handle all the operational chores that follow. Or they do, but it cuts into the time they should be spending on building and scaling.

Now, a Pilot operations person will do those tasks for you, so you can focus your time on the work that actually advances the product.

Have a look for yourself.

We’ll handle anything you feel is an obstacle

This service is open-ended, but the tasks are usually finance-adjacent. Our operations experts have helped 2,500 startups and businesses at this point and know the ins and outs of a good workflow. You can use this service to incorporate the business and set yourself up to hire in new states. Or use this service to hold your team accountable and let our ops expert be your fractional chief operations officer, tracking the key metrics that matter to your growth, such as customer acquisition cost and time to recognize revenue.

We can be reactive, if you want to drive, or we can be proactive, holding meetings, setting agendas, and filling in those missing pieces that keep the company running. Our team can document, deliver, dispatch, process, pay, procure, and pitch, with a few exceptions. For example, for legal reasons, we can send invoice reminders, but we can’t do late-stage collections—though we can tell you which agency to use for that.

The service is wide-ranging, open-ended, and geared to help you grow.

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Great tasks to outsource

The great thing about this service is that we have customers in a wide variety of industries. We work with startups in AI, biotech, medtech, robotics, SaaS, healthcare, and payments. We also work with creative agencies, consultancies, food and beverage companies, and retail stores as well as law practices, architecture firms, and interior design agencies.

That means in most scenarios, we have an ops expert who’s helped other founders and owners build a business similar to yours, and you can start with best practices. 

Below are just a few examples to get you thinking.

AI startups: Set up tracking for reporting on margins and growth metrics. 

Life sciences startups: Hand off setting up your cap table and managing equity. 

Medtech startups: Hold the clinical research team accountable to project metrics.

SaaS startups: Set up a stronger payments and billing process. 

Healthcare startups: Hand off all the recurring compliance reports.

Creative agencies: Set up a bulletproof invoicing process with automated reminders that really work.

Consultancies: Manage HR, benefits, and payroll. 

Food and beverage companies: Hand off collecting from customers and paying drivers. 

Law practices: Manage expenses, reimbursements, and partner payouts. 

Design firms: Pay contractors on time and generate their 1099s automatically.

Moving services: Handle contractor paperwork, manage insurance, and send proposals.

How is this service different from bookkeeping or CFO services?

Our operations service is about doing tasks. Whereas bookkeeping is strictly about maintaining GAAP-compliant financial books, and CFO work is about strategic finance that has to do with high-level strategy, our operations team will actually implement things. They’ll log into software, create passwords within a password wallet, generate documents, and send payments. 

For example, if your Pilot bookkeeper notices your vendors keep falling behind on invoices, and your Pilot CFO advises on a best-practice invoicing process with automated reminders, your Pilot ops expert will log into QuickBooks or BILL and actually set those notices up.

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The question to ask yourself isn’t, “What can Pilot do?” It’s more, “What do you wish you didn’t have to do?” Anything that’s holding you back from spending more time building, selling, and hiring is something you might consider outsourcing.

See pricing and talk to our team.