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Cole Levin
Former Fortune 500 Finance Director and startup founder
"I’ve helped over 85 agencies get clear on their pricing and services so the founder took more home. The difference is good process and knowing what to ask for.”
Pilot gives you a specialized bookkeeper and CFO who know the invoicing and staffing challenges you sometimes face—and can offer best-practice processes. Whether you’re in brand, digital marketing, content, or social, we can handle your books and help you grow.
Talk to an expert
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Pilot keeps your books, then goes further—with cash dashboards and profitability insights. “I’d have a HUGE tax burden if it weren’t for Pilot,” says Ben Beck, Founder of Online Stampede.
Invite us into your accounting software and we’ll fix things up and clarify your finances. We can clean your books, pull reports, refile your taxes, and save you from having to think about it.
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Former Fortune 500 Finance Director and startup founder
"I’ve helped over 85 agencies get clear on their pricing and services so the founder took more home. The difference is good process and knowing what to ask for.”
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Reinventing pricing on every project? Your CFO can give you a pricing strategy and build a cash flow model so you can see what’s coming in 13 weeks out. With a CFO’s support, you always feel confident you can make payroll, decline small projects, and pitch bigger clients.
Understand exactly which clients, services, and projects are profitable—and which aren’t—using proper accrual-based financials. We’ll tailor the model to your business.
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