CFO Services built for your growing business

Accelerate your growth with expert CFO support—from accurate budgets to high-impact financial strategies.

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Full strategic finance support

Our CFO Services include:
For ongoing support to grow your business


Ongoing CFO support, dedicated to your business. Based on your needs, each month your CFO can:

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    Review your financial health and processes
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    Maintain and enhance operating budget & financial forecast
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    Support vendor contract review & negotiations
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    Conduct strategic analyses and provide recommendations for sales efficiency, retention, benchmarking and more
Starts at 5 hours

Annual Budgeting
& Forecasting

Accurate budgets and forecasts built for you. Our CFOs will analyze your business drivers to build a custom forecast for:

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    Employee expenses
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    Operating expenses and more
Get a quote

409A Valuation Financial Model

Pilot offers financial modeling support for your 409A valuation, including developing operating forecasts and coordinating with your 409A provider.

Want to unlock more growth? Bring in the expert CFOs.

Let's build your business.

Accelerate your growth

Build financial strategies and models that increase cash flow, improve profitability—from customer cohort analysis to sales efficiency, like LTV and CAC.

Increase control over your finances

Chart your company’s course with accurate forecasts and budgets. We build this block-by-block, from revenue to net income.

Avoid costly pitfalls

Establish the financial infrastructure and hygiene that’s poised for growth and impresses investors, from billing to expense reimbursement.

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Why growing businesses rely on Pilot’s CFO Services

Deep expertise

You’ll work with the best. Our expert team has grown hundreds of businesses as former founders, startup operators, finance execs, and VCs—and they’ve raised over $1B collectively.

Custom financial support

We build sophisticated financial strategies that are based on your business and growth-stage. Serving over 1,000 companies, we pull insights and expertise across industries.

High impact

Whether you need budgeting or fundraising support, you’ll get proven, trusted experts to help you unlock growth.

I can rely on Pilot for quality, custom support. Their feedback on my board decks is always very helpful.

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CEO, Respondent

Your full finance stack

Pilot goes beyond CFO services to offer everything you need for your business's financial management.


Our expert bookkeepers are supported by powerful software, ensuring books with unmatched accuracy. Plus, get industry-specific reports, with metrics that matter.


Get your tax prep and bookkeeping handled seamlessly, together. We file your business income taxes, including 1099 filings, and local and federal tax returns – so that you’re compliant with the IRS.

R&D Credit

The R&D tax credit could save your business up to $250,000 a year. We handle the whole claiming process so you can skip the paperwork and get back to business.

See what Pilot can do for you

Get the peace of mind that comes from partnering with our experienced finance team.

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