Dallas 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 combines a full finance team with purpose-built software. You get timely, accurate books, real-time financial insight, and strategic support—not just a tax return or spreadsheet every quarter.
Dallas has a strong presence in real estate, logistics, healthcare, financial services, and tech—and we’re built to support businesses across all of them. If your team is scaling and your financial systems can’t keep up, we’re ready to help.
Not at all. What you need is accurate books, responsive service, and a team that knows how to support growth. Pilot works remotely with companies across the U.S.—including many in Dallas—delivering expert financial support without the overhead of a local-only provider.
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.
