Pilot Inc

San Francisco, CA
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Location

7775 PO Box.San Francisco, CA 94120

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About

Pilot.com, Inc., founded in 2017 and headquartered in San Francisco, California, is a leading provider of financial back-office services for startups and small businesses. The company specializes in bookkeeping, tax preparation, and CFO services, offering tailored solutions to meet the unique needs of its clients. With a team of over 250 US-based experts, Pilot combines human expertise with software to deliver accurate and reliable financial services. The firm has raised over $150 million in financing from notable investors, including Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock. Pilot serves a diverse range of industries, including technology startups, consumer goods and retail, law firms, and professional services, providing scalable solutions that evolve with a company's growth.

Services & Capabilities

Pilot.com, Inc. specializes in delivering comprehensive financial back-office services tailored for startups and small businesses. Their core capabilities include: - **Bookkeeping Services**: Providing accurate monthly financial statements, including profit and loss statements and balance sheets, to help businesses maintain clear financial records. - **Tax Preparation and Planning**: Offering tax compliance services, including federal and state income tax filings, 1099 filings, and Delaware Franchise Tax filings, ensuring clients meet all tax obligations. - **CFO Services**: Delivering strategic financial insights, budgeting assistance, KPI tracking, and fundraising support to help businesses make informed decisions and drive growth. - **R&D Tax Credit Assistance**: Helping eligible businesses claim the R&D tax credit, potentially saving up to $500,000 per year by handling the entire claim process. - **Stock Administration**: Managing cap table accuracy and equity issuance through services integrated with platforms like Carta, ensuring up-to-date stock records. - **Scalable Solutions**: Supporting businesses at various stages, from early-stage startups to established companies, with services that adapt to evolving financial needs.

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