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Live Webinar
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9.30.25
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11:00-12:00 PST

From Incorporation to Operations: The 90-Day Pilot Playbook

You've incorporated your business and handled the legal foundation. Now you need to set up the financial and operational systems that will actually run your company.

Join Pilot's CFO Bridget Martinez and Principal COO Services Dylan Foley and Head of Consulting Services Cole Levin as they walk you through building a finance function using our proven framework.

You'll learn:

  • The 7 essential finance jobs every business needs handled
  • Who should handle each job (and when to stop doing it yourself)
  • The 4 reports you actually need to track progress
  • Which software tools matter most

Stop reinventing financial processes that already exist. Get the playbook that turns incorporation into operation.

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Hear from:

Bridget Martinez
GTM & Growth Lead, CFO Services
Pilot
Cole Levin
Principal, CFO Services
Pilot
Dylan Foley
Principal, COO Services

Hear from:

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Featured Topics:

  • The 7 essential finance jobs every business needs handled
  • Who should handle each job (and when to stop doing it yourself)
  • The 4 reports you actually need to track progress
  • Which software tools matter most