Annual planning doesn’t have to be overwhelming.
Every fall, Pilot’s CFO team guides founders through a simple 8-step process to turn goals into a clear, actionable plan for the year ahead.
Timing matters: Most companies build their plans between September and November--now’s the perfect time to start.
For the first time, we’re sharing our proven checklist. Use it to turn your long-term vision into a concrete, actionable financial plan that aligns leadership and energizes your entire team.
.png)
