# Simple, transparent pricing plans for Bookkeeping, Tax, CFO, and COO services

### **Essentials**

$99/month  
Up to $100,000 in monthly expenses  
Best for: Small businesses that just want clean books. AI categorizes transactions, reconciles accounts, and closes books monthly.

**What's included:**

- Cash-basis bookkeeping using data from your bank and credit cards  
- Standard chart of accounts  
- Year-end package for your tax preparer  
- Instant AI answers about past transactions and current cash flow, plus run scenarios to plan ahead  
- Support through in-app messaging

### **Core**

Starts at  
$299/month  
billed annually  
$9,000 in monthly expenses  
Best for: Startups and growing businesses that need books to make operational decisions. Get the detail and reporting your partners, lenders, and investors demand.

**Everything in Essentials, plus:**

- US-based bookkeeper who handles, explains, and reviews your books  
- Cash or accrual-basis bookkeeping that pulls from your bank, credit cards, payroll, AP, inventory, and payment platforms  
- Bill management for up to 10 vendor bills per month  
- Custom chart of accounts  
- Reports on the 10th business day  
- Support from your dedicated team in-app, email, and over the phone

### Custom

Best for: Growing companies that need a customized plan for the back-office.

**Everything in Core, plus any of these:**

- Keep your existing QuickBooks account and historical data  
- Support for complex business structures  
- Custom workflows and reporting  
- Reports on the 6th business day  
- Full accounts receivable  
- Full accounts payable  
- Payroll administration  
- CFO advisory, financial planning, and fundraising support. Connect with your dedicated CFO in-app, by email, phone, or Slack

### For Single Member LLCs

Starts at  
$1,000+ /year  
billed annually

**What's included:**

- Free tax extension  
- Federal income tax filing  
- State income tax filing  
- Quarterly tax payments (safe harbor)  
- Schedule C for your LLC’s income and loss  
- Reporting for one of each income sources: W-2, K-1, rental property, and 1099  
- Year-round email support

Must be purchased with **Pilot Bookkeeping**  
Just formed? Starts at $750/year

### For Partnerships and S-Corps

Starts at  
$2,000+ /year  
billed annually

**What's included:**

- Free extension  
- Federal income tax filing  
- State income tax filing  
- Delaware franchise tax filing  
- Up to 25 1099-NEC filings  
- Year-round email support

Must be purchased with **Pilot Bookkeeping**  
Just incorporated? Starts at $750/year

### For C-Corps

Starts at  
$2,450+ /year  
billed annually

**What's included:**

- Free tax extension  
- Federal income tax filing  
- State income tax filing  
- Delaware Franchise tax filing  
- Up to 10 1099-NEC filings  
- Year-round email support

Must be purchased with **Pilot Bookkeeping**  
Is your business pre-revenue? [Contact us for exclusive discounts.](https://pilot.com/talk-to-expert)

### Additional services

**Single Member LLC**  
**Partnership and S-Corp**  
Starts at  
**C-Corp**  
Starts at

- Additional city income tax filings  
  $250 / city  
  $500 / city  
  $500 / city  
- Additional state income tax filings  
  $250 / state  
  $500 / state  
  $500 / state  
- Foreign subsidiaries 5471  
  -  
  $2,500/subsidiary  
  $2,500/subsidiary  
- Foreign shareholder return 5472  
  -  
  -  
  $500 / shareholder  
- Foreign financial accounts  
  $30 / account  
  $500 / FBAR  
  $500 / FBAR  
- Individual tax return 1040  
  Included  
  $1,000 / person  
  $1,000 / person  
- Tax consulting services  
  Starts at $250 / hour  
  Starts at $400 / hour  
  Starts at $400 / hour

### Basic

Starts at  
$1,750/month  
billed annually  
Best for: Companies seeking to analyze business performance and discover key insights.

**What's included:**

- Custom financial model with strategic insights  
- Budget vs actuals variance analysis  
- Scenario planning model  
- Industry-specific KPI dashboard  
- Monthly call with your CFO

### Essentials

Starts at  
$3,150/month  
billed annually  
Best for: Companies that need a finance expert to launch strategic projects and help drive growth.

**What's included:**

- Everything in Basic  
- Cash and runway optimization  
- Investor & board reporting support  
- Basic fundraising and M&A support  
- Ad-hoc strategy support  
- Bi-weekly call with your CFO

### Custom

Starts at  
$5,250/month  
billed annually  
Best for: Growing companies who need a finance leader but are not ready for a six-figure hire.

**Custom plans can include:**

- Everything in Essentials  
- 13-Week Cash Flow Analysis  
- Investor updates & board presentations  
- Fundraising insights & equity story  
- Compensation planning and benchmarking  
- Acquisition and GTM strategy  
- Monetization and pricing strategy  
- Strategic planning & OKRs  
- Weekly calls with your CFO

## Additional Services

### Stock Administration

For startups issuing equity through Carta or Pulley.

$399/hr  
Free for pre-seed founders. $399/hr for everyone else.

Keep your cap table accurate from day one. Pre-seed founders with up to five people on the cap table can get started free with our Founders Tier: cap table setup, platform configuration, and equity questions answered, at no cost.

### R&D Tax Credit

For companies that incurred R&D expenses in the US

20%

We charge 20% of your total credit received. Save up to $500,000 [*](https://pilot.com/faq#rd-amount) per year with the R&D tax credit. We handle the full claim process and provide the necessary documentation to back up your claim with the IRS.