Running a business in Memphis comes with enough complexity—your books don’t need to add to it.
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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.
Transparent pricing starting at:
Essentials
Best for: Small businesses that just want clean books. AI categorizes transactions, reconciles accounts, and closes books monthly.
What's included:
Cash-basis bookkeeping using data from your bank and credit cards
Standard chart of accounts
Year-end package for your tax preparer
Instant AI answers about past transactions and current cash flow, plus run scenarios to plan ahead
Support through in-app messaging
Core
Best for: Startups and growing businesses that need books to make operational decisions. Get reporting your partners, lenders, and investors trust.
Everything in Essentials, plus:
US-based bookkeeper who handles, explains, and reviews your books
Cash or accrual-basis bookkeeping that pulls from your bank, credit cards, payroll, AP, inventory, and payment platforms
Custom chart of accounts
Reports on the 10th business day
Support from your dedicated team in-app, email, and over the phone
Custom
Best for: Growing companies that need a customized plan for the back-office.
Everything in Core, plus any of these:
Keep your existing QuickBooks account and historical data
Support for complex business structures
Custom workflows and reporting
Reports on the 6th business day
Full accounts receivable
Full accounts payable
Payroll administration
CFO advisory, financial planning, and fundraising support. Connect with your dedicated CFO in-app, by email, phone, or Slack
For Single Member LLCs
Starts at
What's included:
Free tax extension
Federal income tax filing
State income tax filing
Quarterly tax payments (safe harbor)
Schedule C for your LLC’s income and loss
Reporting for one of each income sources: W-2, K-1, rental property, and 1099
Year-round email support
For Partnerships and S-Corps
Starts at
What's included:
Free extension
Federal income tax filing
State income tax filing
Delaware Franchise tax filing
Up to 25 1099-NEC filings
Year-round email support
For C-Corps
Starts at
What's included:
Free tax extension
Federal income tax filing
State income tax filing
Delaware Franchise tax filing
Up to 10 1099-NEC filings
Year-round email support
Is your business pre-revenue? Contact us for exclusive discounts.
Additional services
Basic
Starts at
Best for: companies seeking to analyze business performance and discover key insights.
What's included:
Custom financial model with strategic insights
Budget vs actuals variance analysis
Scenario planning model
Industry-specific KPI dashboard
Monthly call with your CFO
Essentials
Starts at
Best for: companies that need a finance expert to launch strategic projects and help drive growth.
What's included:
Everything in Basic
Cash and runway optimization
Investor & board reporting support
Basic fundraising and M&A support
Ad-hoc strategy support
Bi-weekly call with your CFO
Custom
Starts at
Best for: growing companies who need a finance leader but not ready for a six-figure hire.
Custom plans can include:
Everything in Essentials
13-Week Cash Flow Analysis
Investor updates & board presentations
Fundraising insights & equity story
Compensation planning and benchmarking
Acquisition and GTM strategy
Monetization and pricing strategy
Strategic planning & OKRs
Weekly calls with your CFO
Pricing based on the work you need
Choose bill payments, invoicing, payroll, or a mix. Your monthly estimate depends on your existing processes and the volume of work required.
Bill Payments
Monthly estimate based on
Best for: Teams whose bills are scattered across inboxes, messages, and screenshots.
What's included:
A dedicated inbox for every bill
Bills organized, coded, and prepared for your approval
Approved payments scheduled in your bill pay tool
Vendor records and W-9s kept current
A heads-up on anything unusual, like changed bank details or a possible duplicate
Invoicing
Monthly estimate based on
Best for: Companies that know who to bill but don't have time to send invoices and follow up.
What's included:
A dedicated inbox and invoice tracker
Invoices created and sent on your billing schedule
Reminders and agreed follow-ups
Payments matched to invoices
A clear view of what's still outstanding
Payroll
Monthly estimate based on
Best for: Growing teams that need payroll run right, every time, in the system they already use.
What's included:
A dedicated payroll specialist
Payroll run from your approved inputs, with your pay calendar managed
Hires, departures, and pay changes updated in your payroll system
State payroll registrations coordinated
Routine administration within your existing benefits setup
Works best with Pilot Bookkeeping. Already have a bookkeeper you love? Talk to us about support alongside them.
Every Operations engagement includes
One point of contact
The same person for your books, bills, and invoices.
Monthly check-in
A review of what went out and what's still open.
Your existing tools
BILL, Ramp, QuickBooks, Gusto, and more.
No setup fee
Onboarding is included in your engagement.
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