CFO Services built for your growing business

Accelerate your growth with expert CFO support–from accurate budgets to financial strategies.

Full strategic finance support

Our CFO Services include:

For ongoing support to grow your business
For securing your next round of funding
Monthly Engagement
Ongoing CFO support, dedicated to your business. Based on your needs, each month your CFO can:
  • Review your financial health and processes
  • Provide board deck advice
  • Conduct analyses, including cohort, LTV/CAC, KPIs, and more
Starts at $900 /month
Annual Budgeting and Forecasting
Accurate budgets and forecasts built for you. Our CFOs will analyze your business drivers to build personal forecasts for:
  • Revenue
  • COGS
  • Employee expenses
  • Non-employee expenses, and more
Starts at $1,500 /year
Fundraising Strategy & Support
A fundraising strategy from experts who’ve done it before. Our CFOs can help you with:
  • Overall strategy and approach
  • Comprehensive pitch narrative, deck design, and mock sessions
  • Financial and market analyses
Starts at $15,000

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.

pilot CFO

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.

pilot customer testimonial respondent
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.

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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.

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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.

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Grow your business with CFO Services

Get expert financial support your business needs.