CFO services built for your growing business

Need advanced financial support? We have your back. Get the expert CFO support your business needs, from fundraising preparation to building budgets.

Full–stack CFO support

Our CFO services include:

Strategic Financial Assessment and MD&A
  • Monthly flux reports
  • Monthly business review of KPIs
  • MD&A (Management discussion and analysis) support
Financial Planning & Analysis (FP&A)
  • Budgeting and tracking (planned vs actual)
  • Projections
  • Benchmarking metrics
  • Coordination with 409(A) provider
Board & Investor Support
  • Board deck creation and advice
  • Board presentation coaching
  • Finance team hiring & interview support
  • Review of expense policies
  • Pitch deck creation
  • Pitch coaching and mock pitch practice
  • Investor model and Q&A

Why companies rely on our CFOs

Tailored for your business

Need custom help with an investor deck and projections? No problem. Our CFOs are an extension of your team and offer tailored support built for you.

Deep expertise

As a trusted partner for hundreds of businesses, we’re experts in startup, ecommerce, and growing business financials.


With Pilot bookkeeping and tax, we already know your numbers from the ground up. That means we ramp and finish efficiently, saving you time and money.

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

Jack Pratten
CEO, Respondent

Customized service for your business

Reach out to your dedicated finance
expert or contact [email protected] to get expert financial support for your unique projects.

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.