What is Pilot?
Pilot is a comprehensive financial services platform that combines expert human accountants with advanced technology to provide bookkeeping, tax, CFO, and R&D credit services. As the largest startup and small business accounting firm in the United States, they employ over 250 US-based professionals dedicated to building strong financial foundations for businesses.
The platform stands out through its unique combination of finance experts and in-house engineering team, offering deep integrations with existing business tools. They serve organizations ranging from pre-seed startups to established companies, providing specialized solutions for various industries including startups, consumer goods, and professional services.
Features
- Triple-Checked Financial Statements: Ensure accurate bookkeeping with multiple verification layers
- Integrated Platform: Deep integration with existing business tools
- Tax Compliance Support: Expert handling of federal and state income tax filings
- CFO Services: Professional guidance for budgeting, KPI tracking, and fundraising
- R&D Tax Credit Processing: Complete management of R&D tax claims up to $500,000
- Stock Administration: Cap table management and equity issuance tracking
Use Cases
- Startup financial management and compliance
- Small business accounting and bookkeeping
- Professional services firm accounting
- Consumer goods company financial tracking
- Law firm accounting solutions
- Tax preparation and filing
- Strategic financial planning
FAQs
-
What types of businesses does Pilot serve?
Pilot serves a wide range of businesses, from pre-seed startups to established companies, including professional services firms, consumer goods companies, and law firms. -
What services are included in the R&D tax credit offering?
Pilot handles the complete R&D tax claim process and provides necessary documentation for IRS backing, with potential savings of up to $500,000 per year. -
How does Pilot ensure accuracy in their bookkeeping?
Pilot uses a triple-checked system for financial statements, combining expert accountants with advanced technology to ensure accuracy.
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