Pilot: Bookkeeping & Financial Services Tailored for Startups

Bookkeeper360 works with both QuickBooks Online and Xero, and offers a robust app for tracking business performance, managing cash flow and working with the company’s bookkeeping experts. Moreover, Bookkeeper360 provides additional services including CFO Advisory, Taxes, Payroll and Human Resources and Back-Office. Pilot bookkeeping is designed to accommodate quickly growing businesses and offers perks specifically for high-growth-potential startups. Pilot offers a discount for pre-revenue companies — $200 off the Core or Select plans each month for the first subscription year — available for businesses with less than $15,000 in total revenue. Pilot, an online bookkeeping service, pairs each business with a dedicated financial expert to reconcile its books on a monthly basis, compile reports and offer financial best practices. Pilot offers your business a financial solution that can be tailored to your business.

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Plus, get live reminders and status updates about your filings. Running a business in Houston comes with enough complexity—your books don’t need to add to it. To get to the next stage, you’ll need these CFO insights.

Local insight, national expertise

AI-powered, secure, and free to use—ideal for finance teams, accountants, and businesses. It’s 50/50 people and software – smart tools for instant insights, expert people for strategic guidance. Pilot’s platform serves as a comprehensive hub for bookkeeping, with a dashboard that provides seamless access to financial reports and features. The intuitive user interface enables direct communication with bookkeepers through the platform, reducing time spent on email exchanges.

Expert CFOs who have seen it all

• The service aims to help business owners save time and money on accounting and tax-related tasks.
• You need a team that understands your business—not just your area code.
• The R&D tax credit could save your business up to $250,000 a year.
• We use dedicated people and clever technology to safeguard our platform.

Yes, Pilot offers payroll and AP/AR support through its custom enterprise-level plans. We have bookkeeping and accounting services to support your business at every stage. No, Pilot requires continuous monthly service to maintain accurate books, though you can cancel with 30 days’ notice. Pilot charges a one-time onboarding fee equal to one month of bookkeeping. To facilitate the process, users should have an expense reporting tool and ensure personal expenses are separated from business expenses. The company also offers specialized add-on services like R&D tax credit assistance, promising a tailored experience for each client.

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• An R&D study determines the total amount the business should claim and collects the necessary documentation to support that claim.
• Pilot, an online bookkeeping service, pairs each business with a dedicated financial expert to reconcile its books on a monthly basis, compile reports and offer financial best practices.
• I like using their platform because the software is easy to use and makes it easy for me to provide answers to their queries.
• With their proactive support team earning a stellar 4.7-star rating and books delivered within 3-5 days of month-end, Fincent stands out as a premium bookkeeping service.
• For example, the CA R&D credit is non-refundable which means it cannot be taken against payroll tax.

They will off-load all of the bookkeeping/tax-related activity from your core business. Using Pilot from day 1 will contra asset account also ensure you are following the best practices instead of some other home-grown process which doesn’t scale. Get the bookkeeping, tax prep, and accounting expertise every startup founder needs.

• This streamlined approach is particularly beneficial for busy entrepreneurs and small business owners.
• Use Pilot to ensure your business financials are completely taken care of.
• From then on, Pilot takes over the maintenance of your books, providing monthly financial statements you can use to facilitate financial planning and tax preparation or fulfill lender and investor requests.
• It’s 50/50 people and software – smart tools for instant insights, expert people for strategic guidance.
• Your CFO will partner with you during the ongoing monthly engagement.
• You get a team that’s always ready to support your next move.

This blend doesn’t just improve accuracy; it also frees finance teams to focus on advisory insights and higher-value decisions. Bookkeeping today isn’t one-size-fits-all; services are tailored to different needs and preferences. A cash-basis system records income and expenses only when money actually hits or leaves your bank – a simple fit for small operations with straightforward activity. Accrual accounting, by contrast, logs sales and costs when they’re earned or incurred rather than when cash changes hands, which suits companies with more complex revenue and longer invoicing cycles. In our opinion, a hybrid bookkeeping service that combines powerful software tools with human expertise to provide highly accurate bookkeeping is your best option, especially if you’re a startup.

• If you’re unsure which one to go with, our team will provide a recommendation based on your business model.
• Remember, choosing the right bookkeeping service is an important decision for your small business’s financial health and success.
• Pilot is a financial services platform designed to simplify bookkeeping, tax preparation, and CFO support for startups and small businesses.
• With their transparent pricing and tailored solutions, Pilot aims to deliver exceptional value and support to help you navigate the financial landscape with confidence.
• Billable expenses are provided for, as well as inventory tracking and other features.
• Plus stay up to date with real time account data directly in the portal.

By the end, you’ll understand Pilot’s strengths in financial reporting and support, along with important limitations like its month-end closing delays and absence of payroll services. With Pilot’s Core plan, you can communicate with your bookkeeper via email and hope to receive a response within a business day or less. To access priority support, you have to opt for the Select plan or purchase this feature as part of your customized Plus plan. In addition, if you choose the Select plan or customize the Plus plan, you can get monthly phone reviews with your bookkeeper, but not general phone-based support. Pilot also offers CFO and tax services that can be used separately or in tandem with its bookkeeping services.

QuickBooks Live

Pilot uses QuickBooks as their accounting software anyway. The difference is that you’ll get access to QuickBooks Live’s certified bookkeeping experts to help you handle your accounting. We use pilot for our bookkeeping needs and absolutely love it. It has made the handling of taxes in particular so much simpler. I love that it connects our accounts and takes some of the work-load off when it comes to Accounting for Marketing Agencies running monthly reports. A bookkeeper sees your day-to-day transactions and ensures that what you’ve recorded as having happened did happen.

Bookkeeping built to support Jersey City businesses

These are strategic insights we’ve developed from helping thousands of businesses navigate real growth complexity. Waseem Daher is CEO and Co-Founder of Pilot, which specializes in bookkeeping, tax, and CFO services for high-growth technology startups. Choosing the right pilot bookkeeping bookkeeping service isn’t always black and white, especially if you’re scaling or evaluating multiple vendors.

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