Financial solutions built for your business

Join 1,000+ growing businesses who trust Pilot to get their finances right. We’ll work with you to find the solution and price that fits your business.


Ideal for small businesses

Pilot Plus
$0$0/mo billed annually
$0 in monthly expenses

Core Includes

  • Dedicated finance expert
  • Accrual basis bookkeeping
  • P&L, balance sheet, and cash flow statements
  • World class support and advice
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Ideal for growing businesses that need more support.

Pilot Plus
$0$0/mo billed annually
$0 in monthly expenses

Everything in Core, plus

  • Industry standard financial ratios
  • Expedited books delivery
  • Monthly phone reviews
  • Priority support
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Ideal for larger businesses or those with complex needs.

Custom Pricing
Includes Core + Add-ons

Add-on options

  • Support for multiple entities, classes, & locations
  • AR, AP and inventory tracking
  • Billable expenses
  • Fully customizable chart of accounts
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Pilot discounts for pre-revenue companies

Pilot offers a $200/mo discount off our Core and Select plans for pre–revenue companies. Contact us to learn more.

Monthly Engagement

For ongoing CFO support to accelerate your growth

Custom Pricing
$1,050 /mo billed annually
3hours of CFO engagement

Typically includes:

  • Monthly updates of your financials and business metrics
  • Monthly rolling forecasts of financials
  • Budget vs. actuals variance analysis and insights
  • Investor and board reporting
  • Business KPI analysis and reporting
  • Vendor contract review and negotiation
  • Competitive landscape analysis
  • Industry benchmarking
  • Sales funnel and optimization analysis
  • Annual Budgeting and Forecasting (savings of $6,300)
  • Custom CFO engagment
Get a quote

Annual Budgeting & Forecasting

For accurate forecasts to grow your business



  • Personal CFO Consultations
  • Revenue projections
  • COGS budget
  • Headcount budget
  • Payroll budget
  • Non-payroll budget
  • Forecast drivers based on historical trends, financial ratios, or custom inputs
  • Sensitivity analysis
  • Scenario planning
  • Robust three statement models
Get a quote

Fundraising Strategy & Support

When you’re ready to secure your next round of funding, Pilot offers fundraising strategy consulting, pitch deck assessment and feedback, mock pitch sessions, and more.

409A Valuation Financial Model

Pilot offers financial modeling support for your 409A valuation, including developing operating forecasts and coordinating with your 409A provider.


For businesses that are just getting started

Starts at $1,950/yr
  • Federal corporate income tax filing
  • Delaware Franchise tax filing
  • Electronic W9 collection, W8 BEN, and W8 BEN-E filing
  • 1099–MISC filing
  • Email support
  • Free tax extension
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For businesses growing quickly with net income or foreign subsidiaries

Starts at $4,500/yr
  • Everything in Essentials
  • Support for entities with net income
  • Priority support
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Additional products & services

R&D Tax Credit

Your business could save up to $250,000 or more through the R&D tax credit. We handle the full claim process and provide the necessary documentation to back up your claim with the IRS.

Calculate your estimated credit →

R&D Credit

For companies that incurred R&D expenses in the US.

We charge 2% of your total qualifying expenses

Additional Services

We help you pay your bills, establish best practices, and provide other finance support you need at an hourly rate.

Contact us for more information →

AP/AR Services

For support paying bills and creating and sending invoices.

Starts at $125/hr

Supplemental Services

For requested custom reporting, training new client hires, communicating with external parties, and other support.

Starts at $195/hr

Controller Services

For building the right finance operations, including revenue recognition best practices, COGS categorization, and more.

Starts at $200/hr

Compare products & plans

All bookkeeping plans include the essential pieces of our approach: A dedicated finance expert, automatic transaction import, and accurate bookkeeping.

Learn more about Pilot Bookkeeping →

Bookkeeping Basics

Dedicated finance expert
Automatic transaction import
Accrual basis bookkeeping
P&L, balance sheet, cash flow statements
Payroll and balance sheet reconciliation
Burn rate calculations
Connections to financial institutions including: banks, credit cards, and payment processors
Chart of accounts
Special transactions including: bills, invoices, checks and reimbursements

Advanced Services

Industry standard financial ratios
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Advanced revenue recognition
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Billable expenses
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Custom reporting
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Multiple entity support
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Multiple currency support
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Comprehensive AR/AP tracking
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Inventory tracking
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Supporting schedules
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Support for classes, departments, or locations
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Concierge Services

Recurring monthly phone reviews
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Expedited delivery
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Priority support
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All CFO plans include the essential pieces of our approach: An expert CFO team, custom financial support, and high-impact value.

Learn more about CFO Services →

Included Services

Monthly update of your financials and business metrics
Budget vs. actuals variance analysis and review
Regular financial hygiene assessments and implementation of financial best practices
Financial and business KPI analyses and review
Board deck review and financial slides support

All tax plans include the essential pieces of our approach: A dedicated tax preparer, streamlined online process, and the full tax prep service.

Learn more about Pilot Tax →


Tax support for S Corps, C Corps, and LLCs
Tax support for entities with net income
Tax support for entities with foreign subsidiaries

Included Services

Federal Corporate income tax filing
State corporate income tax filing
City corporate income tax filing
Delaware Franchise tax filing
Electronic W9 collection, W8 BEN, and W8 BEN–E filing
1099–MISC filing
10 included
50 included

Supported Services

Email support
Seamless sync with Pilot Bookkeeping

Additional Services

Catch-up tax filings
Same rate
Same rate
Additional jurisdiction tax filings
$500 / jurisdiction
$750 / jurisdiction
Accounting methodology change for tax filing
$2,000 / entity
$2,000 / entity
Foreign shareholder return 5472
$500 / shareholder
$500 / shareholder
Foreign financial accounts
$500 / account
$500 / account
Foreign subsidiaries
$1,000 / account
Additional 1099s
$10 / vendor
$10 / vendor
Additional simple K-1s
$50 / K-1
$50 / K-1
Additional complex K-1s
$300 / K-1
$300 / K-1

Pilot is your

We view ourselves as a partner in your business’s success. Your dedicated finance expert is there for guidance on all of these additional tasks – and this is all included in your plan.

We help set up software integrations related to bookkeeping (QuickBooks Online, Gusto, Expensify,, Stripe, and others).

We can help you select a vendor for payroll, reimbursement, or billing.

We identify opportunities to streamline your company’s bookkeeping processes and tools.

We coordinate with your tax preparers or outside CFO services.

Frequently asked questions

We strive to price our plans in a simple, clear way, but if you have any concerns or need a little extra help choosing a plan, feel free to reach out to us.

Do you offer discounts for pre-revenue companies?

Yes – Pilot offers special discount pricing for pre–revenue companies. Qualified companies can receive $200 off per month for the first year. Contact us to learn more.

How do prices change as I grow?

We understand the importance of predictability and transparency. Every month, we’ll average your prior 3 months of books to understand your current expenses, as well as how your financial institution connections, special transactions, and hours of support have changed.

How should I calculate my monthly expenses? What does that include?

For pricing purposes, we include in expenses the money your company spends each month, including payroll, cost of goods sold, and distributions.

Why do you price based on expenses?

Our goal is simple and transparent pricing. In examining different models, we found that expenses closely reflected business complexity while also having the advantage of being simple to calculate. To determine the best Pilot plan for your business’ needs, we also factor in the number of financial institutions, transactions, and hours of support.

What is your cancellation policy? What if I prepaid for the year?

Your subscription will continue until the end of your billing cycle. If you decide not to renew after the year is over, you can let us know in advance and we’ll stop billing you for the next cycle.

When I prepay for a year, does that lock in my price?

No, if your business is growing rapidly, your books are growing in complexity as well. If your expenses and other support needs change and exceeds the amount you’ve prepaid for, you’ll get billed the difference that month.

Are there any one–time fees when I sign up for Pilot?

Yes, there’s an onboarding fee equal to one month of bookkeeping to help us make sure your setup process is a smooth one.

Start Pilot today

Signing up for Pilot is easy. Once you experience truly stress-free bookkeeping, you won’t want to go back.

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