Pilot helps you build a scalable agency

“I’d have a HUGE tax burden if it weren’t for Pilot.” - Ben, Founder of Online Stampede

Before Pilot

Income anxiety

Guessing at project pricing
Juggling cash week-to-week
Outgrowing your bookkeeper
Feeling overwhelmed by finance

With pilot

Clarity & cash flow

Real-time profitability insights
Forecasting and planning
CFO support and a vision
Clear dashboards and expert guidance

Pilot ensures every project contributes to your bottom line

One-stop-shop

Accounting, books, and tax prep in one

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.

Accounting

Bookkeeping

Tax prep

CFO Services

Bookkeeping clarity

Ask your CFO advisor anything

Move beyond made-up prices to financial modeling and cash flow strategy. Know what you’ll bill 13 weeks out, always feel confident you can make payroll, and free yourself to pitch bigger projects.

ACTIONABLE INSIGHTS

See your profitability metrics

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.