# Reliable bookkeeping and technology for clearer financial insights.

It's 50/50 people and software - smart tools for instant insights, expert people for strategic guidance. Both working together on your business.

## **Reliable bookkeeping for clearer financial insights**

It's 50/50 people and software—smart tools for instant insights, expert people for strategic guidance. Both working together on your business.

### Track company expenses in real time

Find the $2,000/month you didn't know you were wasting.

### Model cash flow scenarios

Know if you can afford new hires well before you make the offers.

## Know what’s going on, now, with Pilot AI

"Why are sales up but cash flow is down?"

"What happens if we hire two more people?"

"Which expenses are growing faster than revenue?"

Smart tools. Smarter people. Confident decisions.

Total Peace of mind

## Put your books in expert hands

Bookkeeping for startups and small businesses, done right. We're not your average accounting firm — we're the largest startup and small business accounting provider in the US. We have unparalleled expertise helping thousands of businesses like yours succeed.

## How Our Bookkeeping Solutions Work

### Personalized Onboarding

Your dedicated team learns your business and connects to your financial data sources, ensuring a tailored approach to your bookkeeping needs and setting the stage for accurate books.

### Streamlined Communication

Communicate directly with your team through our user-friendly portal, where you can ask questions and provide feedback on any outstanding items needed to finalize your books every month.

### Accurate Books

We deliver monthly P&L, Balance Sheet, and Statement of Cash Flow reports that offer insight into your company’s financial health and enable you to make informed decisions. Plus stay up to date with real time account data directly in [the portal](https://pilot.com/portal-features).

## Streamlined INTEGRATIONS

### Sync your favorite finance tools, seamlessly

We have deep expertise in the tools you use, and leverage integrations to ensure that your monthly bookkeeping process is effortless.

## Your all-in-one accounting partner

We have bookkeeping and accounting services to support your business at every stage.

### Tax

Get your tax prep and bookkeeping handled seamlessly, together. We file your business income taxes, including 1099 filings, and local and federal tax returns – so that you’re compliant with the IRS.

### R&D Tax Credit

The R&D tax credit could save your business up to $500,000 a year. We handle the whole claiming process so you can skip the paperwork and get back to business.

### CFO Services

Need advanced finance support? We have your back. Get the expert CFO support for your business needs, from building budgets to fundraising preparation.

## Suggested Bookkeeping Resources

**Webinar**  
**How founders can prepare year-end financials**  
There are a lot of important considerations to close out the year and hit the ground running in the upcoming year.
  
[Learn more](https://pilot.com/webinar/eoy-financial-checklist)

**Webinar**  
**Learn how to keep more money in your bank account**  
Learn cash flow management and keep more money in your bank account.  
[Learn more](https://pilot.com/webinar/cash-management)

**Guide**  
**Annual Strategic Planning Guide for Startups**  
Learn how to develop your annual strategic plan and set yourself up for financial success in 2023 and beyond.  
[Learn more](https://pilot.com/ebook/startup-annual-strategic-planning-guide)

## See what Pilot can do for you

Get the peace of mind that comes from partnering with our experienced finance team.