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Offers (3)

New customers
20% off Pilot Essentials or Core for six months and 10% off CFO Services
Discount 20%

To see further details, please click on “Show more”

$7,500
Offer Value
New customers
🚀 Startup Booster Program
Discount $6,500

🚀 Startup Booster

Bookkeeping + Tax for $750/year

For early-stage tech startups (<12 months old and <$15K/month in expenses). Get clean books, proactive tax support, and the financial foundation you’ll need for your next round.

$7,500
Up To
New customers
💼 Small Business Booster Program
Discount 90%

If you started your business in the last year and spend under $15,001/month, this program is built for you.

$1,000 for tax filing + $10/month for bookkeeping (normally $99/month).

You’ll get:

  • Monthly bookkeeping
  • Federal + state tax filing (1040 + Schedule C)
  • Free onboarding
  • Help setting up bank account, credit card, and payroll
  • Access to small business resources

$1,000
Up To

Basic Info

Pilot handles accounting, tax, fractional CFO & COO to support startups and small businesses across a wide range of industries from tech and eCommerce to professional services and consumer brands.

Why work with us

  • Modern bookkeeping and tax for growing companies. We specialize in supporting founders and operators from Pre-Seed - Series B startups to small businesses, delivering accuracy, clarity, and insight at every stage.
  • Expert finance, powered by software. Our dedicated finance team uses automation to eliminate common errors and integrates seamlessly with tools like QuickBooks, Brex, Gusto, and Stripe.
  • Scale with strategic finance guidance. When you’re ready, our CFO team can help with budgets, fundraising strategy, and ongoing consulting.
  • Extend your runway. We’ll help you claim your R&D tax credit (up to $250K or more) and handle the full process—from calculation to IRS documentation.
  • US-based support that knows your business. You’ll work with a dedicated expert who understands your books and your goals.

Clients (5)

Brilliant.org

Internet Software & Services

Lattice

Internet Software & Services

Circle Medical

Health Care Providers & Services

Woebot

Internet Software & Services

Reviews (1)

Overall Rating: 5/5
Jeffrey McKinnon avatar
Jeffrey McKinnon the.com
5
7/3/2022
Collaboration date: 2021-07-15

Brochure

Video

Company focus

Services

Taxes and Accounting

Industries

Computer Hardware
Biotechnology
Computer Software
Consumer Goods
Consumer Services
E-learning
Information Technology and Services
Venture Capital & Private Equity
Accounting
Banking
Computer Games
Computer & Network Security
Food & Beverages
Fund-Raising
Legal Services
Marketing and Advertising
Medical Devices
Nanotechnology
Packaging and Containers
Semiconductors

Contacts

Gadiel Morantes Avatar

Gadiel Morantes

[email protected]

Social Media