Tailored Tax Solutions for Your Evolving Business
Propel your growth with adept accounting assistance—ranging from precise budgeting to impactful financial strategies.
Comprehensive Strategic Financial Assistance
Our CFO Services include:
Monthly Partnership
Continual CFO assistance tailored to your business. Each month, your CFO can:
- Evaluate your financial status and procedures
- Cultivate and refine operational budget and financial projections
- Aid in vendor contract assessment and negotiations
- Perform strategic evaluations, offering insights for sales optimization, retention strategies, benchmarking, and beyond
Annual Budgeting & Forecasting
Tailored budgets and forecasts crafted to your specifications. Our CFOs will scrutinize your business drivers to construct a personalized forecast covering:
- Revenue
- Cost of Goods Sold (COGS)
- Employee expenses
- Operating expenses, and more
409A Valuation Financial Model
Pilot provides assistance with financial modeling for your 409A valuation, encompassing the creation of operational forecasts and collaboration with your 409A provider.
Unlock Greater Growth Potential with Expert CFOs
Elevate your business.
Drive your growth forward
Develop financial strategies and models to boost cash flow, enhance profitability—ranging from customer cohort analysis to sales efficiency metrics like LTV and CAC.
Enhance Financial Oversight
Plot the trajectory of your company with precise forecasts and budgets. We construct this step by step, covering everything from revenue projections to net income estimations.
Steer Clear of Expensive Obstacles
Set up a robust financial foundation primed for growth and impressing investors, encompassing billing systems to expense management protocols.
Why Successful Businesses Trust Pilot’s CFO Services
Unrivaled Expertise
Partner with the finest. Our elite team comprises seasoned entrepreneurs, startup veterans, finance executives, and venture capitalists—with a collective track record of growing hundreds of businesses and raising over $1B.
Tailored Financial Solutions
We craft advanced financial strategies tailored to your unique business and growth stage. Serving a diverse clientele of over 1,000 companies, we draw insights and expertise from various industries.
Significant Results
Whether you require assistance with budgeting or fundraising, rest assured, you’ll gain access to proven, reliable experts who will assist you in unlocking unprecedented growth.
Pilot extends beyond CFO services to provide a complete array of solutions for your business’s financial management.
Efficient Bookkeeping Solutions
Benefit from our proficient bookkeepers backed by cutting-edge software, guaranteeing unparalleled accuracy in your books. Additionally, access industry-specific reports featuring crucial metrics for your business.
Streamlined Tax Services
Experience seamless handling of your tax preparation and bookkeeping in tandem. We manage your business income taxes, encompassing 1099 filings, as well as local and federal tax returns—ensuring full compliance with IRS regulations.
Maximize Your R&D Credit Potential
Unlock potential savings of up to $250,000 annually with the R&D tax credit. We manage the entire claiming process, allowing you to bypass paperwork and focus on your business.
