Pilot

Pilot is a financial services company based in San Francisco, founded in 2016 and publicly launched in 2019. It specializes in bookkeeping, tax preparation, CFO services, and other back-office solutions for startups, small businesses, and sectors like e-commerce and retail. By combining proprietary software with expert accountants, Pilot offers modern accounting solutions that streamline traditional bookkeeping processes and enhance accuracy.

The company provides a range of services tailored for high-growth companies, including monthly bookkeeping, tax preparation that integrates seamlessly with bookkeeping, and strategic CFO services. Its platform features a client portal for real-time access to financial data and communication, along with partnerships with various financial tools. Pilot aims to support businesses from early stages to significant growth, focusing on customer satisfaction and organic growth through referrals.