Plans built with your business in mind

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Are you an agency, consultancy, or law firm?

Monthly
Annually

Essentials

Custom Plan
$0$0/month
$0 in monthly expenses

For 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

Email support from our US-based accounting team

Core

Custom Plan
$0$0/month
$0 in monthly expenses

For 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

Access to your dedicated, US-based accounting team via chat, email, and scheduled calls

Custom

For 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

Is your startup still pre-revenue? Contact us for a discount on our Core plan.

Included with every tax plan

Federal corporate income tax filing
State corporate income tax filing
Delaware Franchise tax filing
Free tax extension

Essentials

For unprofitable C corps with no foreign subsidiaries

Starts at

$2,450/yr
Contact Sales

Standard

For profitable C corps, LLCs, S corps, or businesses with foreign subsidiaries

Starts at

$5,400/yr
Contact Sales

Additional Services

Essentials
Standard
1099–NEC filings
10 included, then $5/filing
25 included, then $5/filing
1099-NEC on-time filing preparation
$125 / hour
$125 / hour
Additional city income tax filing
$500 / city
$700 / city
Additional state income tax filings
$500 / state
$900 / state
Foreign subsidiaries 5471
$2,500 / subsidiary
Foreign shareholder return 5472
$500 / shareholder
$500 / shareholder
Foreign financial accounts
$500 / FBAR
$500 / FBAR
Tax consulting services
Starts at $400 / hour
Starts at $400 / hour

Basic

Your CFO analyzes business performance and extracts key insights

$1,750/month

Essential

Your CFO initiates strategic projects and becomes a catalyst for growth

$3,150/month

Custom

Your CFO becomes deeply integrated with your team to lead data-driven strategies

$5,250/month
The Budget & Forecast Model for every plan includes
Fully customized financial model, including: Profit & Loss, Balance Sheet, and Cash Flow
Budget vs actuals
Headcount & compensation plan
Scenario planning (base case, bear case, bull case)
Industry-specific KPI dashboard
Not seeing a plan that’s right for you? Get in touch and we’ll help you build a custom plan that meets your unique needs.
Pilot CFO Services is a product offering from Pilot.com Inc. We do not provide any full-time or part-time corporate officers.

Just a few of the companies we’ve supported over the years

Why we're different

There’s a reason that we’re the largest startup and small business accounting firm in the US

The most tech-forward

We have an unbeatable combo: a team of finance experts paired with a top-notch in-house engineering team.

The result? Deep integrations with the tools you already use, and a seamless platform for staying on top of everything.

Pilot end-to-end service
The most experienced

We’re trusted by thousands of companies because we’ve helped countless startups and small businesses achieve success.

We understand the unique challenges that come with growing a business and have the expertise you need to reach your goals.

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The most scalable

We’re the last accounting firm you’ll ever need to hire.

We support tiny startups and large companies, so no matter how your needs evolve, we’ve got you covered.

Additional Services

Stock Administration

For C corps who are issuing equity through Carta

$399/hr

Prepaid annually. Additional hours beyond the base subscription billed at $450/hr.

Get the peace of mind that comes with a team exclusively dedicated to Stock Administration. We’ll keep your cap table accurate and up-to-date so that you can confidently make important, timely decisions.

R&D Tax Credit

For companies that incurred R&D expenses in the US

20%

We charge 20% of your total credit received.

Save up to $500,000* per year with the R&D tax credit. We handle the full claim process and provide the necessary documentation to back up your claim with the IRS.

See what Pilot can do for you

Get the peace of mind that comes from partnering with our experienced finance team.

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