Running a business in Charlotte comes with enough complexity—your books don’t need to add to it.
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Mike Krueger
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Noel Watson
Local insight, national expertise
We know how business works—from regional tax rules to state-by-state compliance. Pilot brings national-scale finance expertise that adapts to where you are and where you’re headed.
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Strategy, not spreadsheets
Bookkeeping should do more than track transactions. Pilot gives you clear financials that help answer critical questions—like when to hire or how much you’re really spending on growth.
Technology that does the heavy lifting
Our tools connect with your stack (Stripe, Gusto, QuickBooks, and more) to keep books current and close cycles fast—so your time stays where it matters.
Tax prep without the scramble
Tax season shouldn’t come with surprises. Pilot keeps you prepared with proactive planning and full-service filings—including multi-state compliance and estimated payments.
Services to cover your every need
Get started with compliance basics
Set a strong foundation for growth while having us help with your tax and investor requirements.
Bookkeeping
Get clarity on the health of your business—and presentable books you can confidently share with investors, lenders, or landlords.
Taxes
Enjoy the convenience of having your taxes seamlessly handled alongside your books. Our tax and accounting experts work together to keep you compliant.
Move from books to needle-moving insights
Drive growth and hit your goals with data-driven decisions.
CFO Services
Get strategic insights, realistic budgets, fundraising expertise, and decision-making confidence with our team of industry-specialized CFOs.
Monthly Insights
Take a look at powerful reports that surface insights and detailed trending to help you make smarter decisions. Included with your monthly bookkeeping:
- Recurring expenses
- Flux insights
- New vendors
Take even more off your plate
Offload time-consuming tasks, reduce administrative burdens, and extend your runway.
R&D Tax Credit
Save up to $500,000 per year for US-based R&D activities.
AP/AR
Streamline your financial operations with bill payment and invoicing support.
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