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One team for all your accounting needs

Pilot is the largest and most reliable accounting, CFO, and tax service for startups and small businesses in the U.S. What that means in practice is you get your time back. No more feeling suspicious about your books, no more having to find a new person every time someone moves on, and no more messing around with lots of software. That frees you to focus on growing your business. We offer the books you can trust, the people you can call, and a dashboard that integrates all your software so you can see your finances in one place.

  • Min project size
    Undisclosed
  • Hourly rate
    Undisclosed
  • Employees
    50 - 249
  • Locations
    San Francisco, CA
  • Year founded
    Founded 2016

2 Locations

  • San Francisco , CA
  • Nashville , TN

Service Lines
Fractional CFO Services
20%
Benefits Administration
5%
Select Focus Area
General Accounting Focus
Industries
Consumer products & services
25%
Information technology
25%
Legal
25%
Medical
25%
Clients
Small Business (<$10M)
100%

Pricing Snapshot

Min. project size Undisclosed
Avg. hourly rate Undisclosed
Rating for cost 4.7 /5

What Clients Have Said

Pilot offers good value for cost, with clients noting competitive pricing and high-quality service. They handle bookkeeping and tax services efficiently for various company sizes, with responsive communication and timely deliverables being highlighted as key strengths.

This summary is based on verified Clutch reviews.

Most Common Project Size

$10,000 - $49,999 based on 7 reviews
< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

Select a service to see pricing information

Highly Rated Similar Providers

Pilot Review Insights

Overall Review Rating

4.8
  • Quality 4.8
  • Schedule 4.8
  • Cost 4.7
  • Willing to Refer 4.8

Top Mentions

Review Highlights

  • User-Friendly Digital Platform

    Pilot's digital platform is praised for its organization and accessibility, centralizing financial data and communication. This feature is especially beneficial for startups and remote clients.

  • Seamless Integration with QuickBooks

    Clients appreciate Pilot's expertise in integrating and managing financial data through QuickBooks, which simplifies their accounting processes and ensures accuracy.

  • Value for Cost

    Clients find Pilot's services to be cost-effective, offering good value for the price. This affordability combined with high-quality service makes them an attractive choice for many businesses.

  • Strong Communication and Responsiveness

    Pilot excels in communication, using virtual meetings and messaging apps to maintain effective workflows. Clients highlight their ability to respond quickly and address queries, ensuring clarity and understanding.

  • Room for More Communication

    While communication is generally strong, one client suggested that more frequent updates and check-ins could enhance the partnership further, indicating a potential area for improvement.

  • Consistently Accurate and Timely Deliveries

    Pilot is noted for delivering accurate accounting and tax services on time. Clients appreciate the precision in bookkeeping, tax filings, and the timely completion of tasks, which enhances their operational efficiency.

Pilot Reviews

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Accounting Services for Creative Design Studio

  • Accounting Financial Advising & Planning Fractional CFO Services
  • QuickBooks Accounting & Implementation
    +4
  • Confidential
  • Jan. 2025 - Ongoing
4.5
Quality
5.0
Schedule
4.5
Cost
4.5
Willing to Refer
5.0

"I've got great confidence in our finances and bookkeeping like I never did before."

Jan 7, 2025
CEO, Fenwick
Christopher M. Gillespie
Verified
  • Advertising & marketing
  • Brooklyn, New York
  • 1-10 Employees
  • Online Review
  • Verified

Pilot provides accounting services for a creative design studio. The team manages the client's bookkeeping and tax and has built a 13-week cash flow forecast, and provides advice on profitability.

Accounting for Healthcare Company

  • Accounting
  • QuickBooks Accounting & Implementation
  • $10,000 to $49,999
  • Jan. 2023 - Ongoing
4.0
Quality
4.0
Schedule
3.5
Cost
5.0
Willing to Refer
4.0

"Their reliability and responsiveness have been key strengths in supporting our business."

Nov 13, 2024
External CFO, Healthcare Company
Anonymous
Verified
  • Other industries
  • Madrid, Spain
  • 11-50 Employees
  • Online Review
  • Verified

Pilot provides bookkeeping and accounting services for a healthcare company. The team uses their platform to manage the client's QuickBooks financial statements, data, and taxes.

Bookkeeping & Tax Services for Surgical Robot Manufacturer

  • Accounting Fractional CFO Services Tax Law
  • Corporate Tax Services
    +8
  • $10,000 to $49,999
  • June 2023 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
4.5
Willing to Refer
5.0

"They are very responsive and easy to work with."

Nov 1, 2024
CEO, Surgical Robot Manufacturer
Anonymous
Verified
  • Medical
  • South San Francisco, California
  • 1-10 Employees
  • Online Review
  • Verified

Pilot provides bookkeeping, tax preparation, and CTO and CFO services for a surgical robot manufacturer. The team uses QuickBooks for bookkeeping and has created financial models for the client.

Accounting & Tax Law for Software Company

  • Accounting Tax Law
  • QuickBooks Accounting & Implementation
    +2
  • Confidential
  • Jan. 2022 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
4.0
Willing to Refer
4.5

"All of the team members we worked with were very knowledgeable and helpful."

Apr 4, 2025
COO, Software Company
Daniel Mazáč
Verified
  • Other industries
  • Wilmington, Delaware
  • 1-10 Employees
  • Online Review
  • Verified

Pilot provided accounting and tax services for a software company. They handled the client's monthly and annual bookkeeping and provided tax advice and filing support.

Accounting Services for Cloud Computing Company

  • Accounting
  • Less than $10,000
  • Nov. 2024 - Jan. 2025
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
4.5

"Their ability to explain in a clear, concise manner was impressive."

Jan 15, 2025
Director, Nexqloud Technologies Inc
Jason Thomas
Verified
  • Other industries
  • Palo Alto, California
  • 11-50 Employees
  • Online Review
  • Verified

Pilot provided accounting services for a cloud computing company. The team was responsible for managing the client's books from the inception of the company to date.

Accounting Services for Paywall Management Company

  • Accounting
  • Less than $10,000
  • Jan. 2025 - Ongoing
4.5
Quality
4.5
Schedule
5.0
Cost
5.0
Willing to Refer
5.0

"Overall, I am impressed by the quality of their support."

Jan 15, 2025
CEO, Paywall Management Company
Anonymous
Verified
  • Other industries
  • San Francisco, California
  • 1-10 Employees
  • Online Review
  • Verified

Pilot provides accounting services for a software company that manages paywalls. The team manages the client's books.

Accounting Services for Marketing Company

  • Accounting
  • QuickBooks Accounting & Implementation
  • $10,000 to $49,999
  • Jan. 2024 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0

"It's been a great partnership."

Dec 21, 2024
Founder & CEO, Winbound
Greg Mischio
Verified
  • Advertising & marketing
  • Madison, Wisconsin
  • 1-10 Employees
  • Online Review
  • Verified

Pilot handles a marketing company's bookkeeping efforts. They handle many of the client's AP duties, balance their books, and provide in-depth financial reports.

Accounting Services for SaaS Company

  • Accounting
  • QuickBooks Accounting & Implementation
  • $10,000 to $49,999
  • Jan. 2023 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0

"We're impressed with their responsiveness and ability to jump right in on a larger project with our books."

Nov 4, 2024
Chief of Staff, Workshop
Samuel DeZube
Verified
  • Other industries
  • Omaha, Nebraska
  • 51-200 Employees
  • Online Review
  • Verified

Pilot handles a SaaS company's bookkeeping and accounting processes. They've set up the client's classing system to allow for accurate allocation of transactions.

Accounting Services for Software Provider

  • Accounting
  • Corporate Tax Services
    +1
  • $50,000 to $199,999
  • Jan. 2021 - Ongoing
4.5
Quality
4.5
Schedule
4.5
Cost
4.0
Willing to Refer
5.0

"They are highly professional."

Nov 1, 2024
Finance, Software Provider
Rui Liu
Verified
  • Other industries
  • San Francisco, California
  • 11-50 Employees
  • Online Review
  • Verified

Pilot provides accounting services for a software provider. Their work focuses on monthly bookkeeping and tax filing.

Accounting, Bookkeeping & Tax Services for IT Co

  • Accounting
  • QuickBooks Accounting & Implementation
    +2
  • Confidential
  • July 2023 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0

"Pilot fitted greatly for the stage we are at."

Nov 1, 2024
CEO, IT Co
Anonymous
  • Information technology
  • Palo Alto, California
  • 1-10 Employees
  • Online Review

Pilot provides accounting and tax services for an IT company. The team has handled the client's bookkeeping, tax services, and tax credits.

Showing 1-10 of 10 Reviews

Locations (2)

353 Sacramento Street San FranciscoCA, United States 94111

101 - 150

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