Business Details
9 Years
experience
Your Trusted Accounting Partner in San Francisco
Pilot is a leading provider of back-office financial services, combining cutting-edge technology with expert human guidance to deliver unparalleled clarity and strategic support for businesses. Founded in 2017, we specialize in bookkeeping, tax preparation, CFO advisory services, and stock administration tailored to startups, small businesses, and growing enterprises. Our 50/50 approach integrates smart software for real-time insights with seasoned professionals, including former CFOs, investment bankers, and operators, who provide actionable advice to drive growth. With a focus on accuracy, compliance, and proactive financial management, we empower clients to make data-driven decisions, optimize cash flow, and scale efficiently.Trusted by over 2,500 companies, including startups in AI, healthtech, and e-commerce, we handle complex financial workflows such as payroll, invoicing, R&D tax credits, and cap table management. Our teams expertise spans industries, offering customized solutions for businesses at every stagefrom early-stage startups to established firms preparing for exits. By automating routine tasks and delivering transparent reporting, we free founders and leaders to focus on innovation and growth while ensuring financial health and investor readiness.
Services
Bookkeeping
Tax Preparation
CFO Services
Stock Administration
R&D Tax Credit
Details
- Year established: 2017
Highlights and features
- We offer strategic CFO guidance from former Fortune 500 executives and startup founders.
- Our 50/50 approach combines AI-driven tools with expert human analysis for real-time insights.
- We handle complex financial workflows like R&D tax credits and cap table management.
- Our team provides transparent pricing and tailored solutions for startups at every stage.
- Weve helped 2,500+ businesses raise $9.1B in capital through accurate financial modeling.
What people say
Crystal-clear financials
Proactive guidance
Time-saving
Expert support
Reliable partner
Services
Bookkeeping
Pilots bookkeeping services provide accurate, real-time financial records using automated tools and expert review. We track expenses, manage accounts, and generate monthly P&L statements, balance sheets, and cash flow reports. Our team ensures compliance with IRS standards while offering insights to improve financial decision-making for startups and small businesses.
Tax Preparation
Pilot handles federal, state, and local tax filings for corporations, including 1099s and Delaware Franchise Tax. Our dedicated tax preparers streamline the process with online status updates and ensure compliance. Services range from basic filings to complex returns for profitable and multinational businesses, with transparent pricing starting at $750/year.
CFO Services
Pilots CFO services offer strategic financial modeling, budgeting, and fundraising support. Former Fortune 500 executives and startup founders provide guidance on cash flow management, investor relations, and growth scenarios. Plans start at $1,750/month, including scenario planning and investor reporting tailored to business stages.
Stock Administration
Pilot manages equity grants, cap table updates, and compliance for startups. Our team records stock transactions, coordinates board approvals, and ensures accurate equity tracking. Services are available for companies using platforms like Carta, with pricing at $399/hour and support for payroll providers like Gusto and Rippling.
R&D Tax Credit
Pilot identifies and claims R&D tax credits worth up to $500,000/year. We handle documentation, IRS filings, and coordination with payroll providers to apply credits against payroll taxes. Fees are 20% of the credit received, with support for state-level credits and audit-ready documentation.
People
Jae Hyun Moon
Former Investment Banker
Jae Hyun Moon specializes in guiding startups through funding rounds and exits. With a background in private equity, he focuses on strategic financial planning and operational efficiency for growth-stage companies.
Cole Levin
Former Fortune 500 Finance Director
Cole Levin has supported over 75 startups through scaling challenges, from seed funding to 9-figure exits. He emphasizes data-driven growth strategies and financial transparency for sustainable expansion.
Pauline Chan
Former TMT Investment Banker
Pauline Chan advises startups on M&A strategies and financial planning. With experience in $30B+ deals, she helps founders navigate exits and investor negotiations with precision.
Questions
What services does Pilot offer?
Pilot provides bookkeeping, tax preparation, CFO advisory, stock administration, and R&D tax credit services for startups and small businesses.
How much do Pilot’s services cost?
Bookkeeping starts at $399/month, tax preparation at $750/year, and CFO services at $1,750/month. Custom pricing is available for complex needs.
Does Pilot handle multi-state tax filings?
Yes, Pilot files federal, state, and local taxes, including Delaware Franchise Tax and foreign subsidiary documentation.
Can Pilot help with R&D tax credits?
Yes, Pilot identifies eligible expenses, prepares documentation, and claims up to $500,000/year in R&D tax credits.
Is Pilot suitable for early-stage startups?
Yes, Pilot’s Booster Program offers tax filings, bookkeeping, and setup services for $750/year, tailored to new startups.
