Business bookkeeping and tax preparation

Pilot handles your books, taxes, and financial reporting. You get clean numbers every month, someone to call when things get complicated, and a team that already knows your business when tax season hits. More than 3,500 businesses trust us with theirs.

Bookkeeping services include:

Monthly reporting

Support for custom Pink's chart of accounts

Expense monitoring and reconciliation

Tax-ready annual financial package

Draft books delivered 10th business day

Ready to learn more?

Trusted by 3000+ businesses

4.9
Feb 2026
4.7
Feb 2026
4.9
Feb 2026
4.5
April 2025

With Pilot, you get:

Bookkeeping Services

Waived onboarding fee: includes setup, Quickbooks, chart of accounts, and historical bookkeeping in 2025.

*$199/mo until the franchise exceeds $30,000 in monthly expenses: calculated as a rolling three month average

**$299/mo when the franchise exceeds $30,000 in monthly expenses: calculated as a rolling three month average

*Rate guaranteed for the first three months of service.

**For the first year of service.

Tax Services

$2,000/yr: LLC-P and S corp

$2,450/yr: Not yet profitable C corp

$5,400/yr: Profitable C corp

$1,000/yr: Single Member LLC

$1,000/yr: Personal Returns

*Tax services only available with monthly bookkeeping service

Bookkeeping and taxes by pros who know your business

Existing business migration

New Quickbooks set up (preferred) or migration of existing Quickbooks to Pilot

All historical bookkeeping work from franchise incorporation

Integration of all institutions to Pilot platform

Access to Pilot's partner discount network, which includes reduced pricing for (but not limited to): Gusto, Rippling, Expensify, Bill.com, Stripe, and Ramp

Key financial reports and insights

Live reports

Flux insights & recurring expenses

Cash flow report

Dedicated bookkeeping support

Get paired with a finance expert who takes the time to understand your business and your goals, and is available for questions

Email, phone and chat support

Pilot gets to know your business

You’ll work with a dedicated finance expert who knows your numbers and how to account for evaluation and appraisal work.

I love Pilot. I really do. It's been a ray of light in the last year
Marc Deemer

Founder & CEO, LivWell Clinic
This is the default text value
John Doe
COO
Pilot gets on calls, asks smart
questions, and they guide us—not the other way around. Fantastic
Bjork Ostrom
Co-Founder, Pinch of Yum
Access to Pilot’s partner discount network
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Ready for books you can trust?

Getting started is simple:

1

Book a call

Tell us what's broken. We'll tell you how we'd fix it.

2

Schedule your kickoff

Meet your team. Usually it takes a week to get caught up.

3

Get your weekends back

Your books run in the background. You run your business.

Get in touch