Austin’s entrepreneurs move fast. We make sure their books stay on track.
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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.
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.
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 season shouldn’t come with surprises. Pilot keeps you prepared with proactive planning and full-service filings—including multi-state compliance and estimated payments.
Get clarity on the health of your business—and presentable books you can confidently share with investors, lenders, or landlords.
Enjoy the convenience of having your taxes seamlessly handled alongside your books. Our tax and accounting experts work together to keep you compliant.
Get strategic insights, realistic budgets, fundraising expertise, and decision-making confidence with our team of industry-specialized CFOs.
Learn moreTake a look at powerful reports that surface insights and detailed trending to help you make smarter decisions. Included with your monthly bookkeeping:
Save up to $500,000 per year for US-based R&D activities.
Streamline your financial operations with bill payment and invoicing support.
Best for: Small businesses that want clean, accurate books without the extras. Get monthly bookkeeping that keeps you tax-ready and compliant.
What's included:
Real-time visibility into your finances
Monthly P&L and balance sheet based on your bank and credit card activity
Year-end package for your tax preparer
Support from your dedicated US-based bookkeeping team in-app and over email
Best for: Startups and growing businesses that rely on books to make operational decisions. Get detailed insights and reporting that your partners, lenders, and investors expect.
What's included:
Real-time visibility into your finances
Monthly P&L and balance sheet enriched with data from all your tools and systems
Faster monthly close with reports delivered on the 10th business day
Year-end package for your own tax preparer
Support from your dedicated US-based bookkeeping team in-app, email and over the phone
Best for: Startups and small businesses seeking a complete back-office solution. Get books to power your operations on a customized plan with only the services you need.
Custom plans can include:
Everything in Essentials or Core
Income tax filings and tax planning
Payroll administration
Vendor payments
Sales tax management
Stock administration
R&D tax credit
CFO advisory, financial planning, and fundraising support
Support from your dedicated US-based finance and accounting team through every channel you need—in-app, email, phone, and Slack for CFO advisory customers
For small businesses in their first year spending less than $500k/year.
What's included:
Free tax extension
Federal corporate income tax filing
State corporate income tax filing
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Best for startups and unprofitable C corps with no foreign subsidiaries.
What's included:
Free tax extension
Federal corporate income tax filing
State corporate income tax filing
Delaware Franchise tax filing
Up to 10 1099–NEC filings
Support from your dedicated team over email all year-round.
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Best for growing or profitable businesses of any entity type.
What's included:
Free tax extension
Federal corporate income tax filing
State corporate income tax filing
Delaware Franchise tax filing
Up to 25 1099–NEC filings
Support from your dedicated team over email all year-round.
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Your CFO initiates strategic projects and becomes a catalyst for growth
Your CFO becomes deeply integrated with your team to lead data-driven strategies
Pilot gives you a full finance team plus software that’s designed to support scale. You get timely books, tax support, and real insight—not just quarterly reports or historical data.
Austin is strong in SaaS, e-commerce, real estate, marketing services, and health and wellness—and we’re built to support all of them. If your company is growing and your financials are getting messy, we’re here to help clean it up and keep you moving.
Not at all. What you really need is a team that delivers accurate books, clear communication, and strategic insight. Pilot works remotely with businesses across the U.S.—including many in Austin—so you get expert-level support without being tied to a ZIP code.
Cash bookkeeping tracks money when it moves in or out. Accrual bookkeeping records income and expenses when they’re earned, giving a more accurate view of your business.
Yes, support is included with every plan. You’ll be paired with a dedicated finance expert who knows your business, and you can reach out anytime you have questions about your books, taxes, or financial strategy.
Our bookkeeping and tax plans are based on an annual subscription model with transparent pricing that scales with your expense rate and your business needs such as connected institutions, bills, and invoices. You can check out our pricing page for more details.
