Make Smarter Financial Decisions with CFO Services
Strategic financial leadership to help you plan growth, manage cash flow, and make confident decisions — without the cost of a full-time CFO.
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5.0/4.50
Call us-
441-9189 x9761
Client Revenue Strategy
99.8%
Tax Optimization
70%
Trusted by Growing Companies
Serving startups & SMBs across multiple industries
Built for U.S.-based businesses
Founder-led & finance-driven
Proven CFO Track Record
We’ve helped 200+ businesses improve financial clarity and scale with confidence.
Raise
$9.1B
In Capital
Expert CFO Guidance — So You Can Focus on Growth
Strategic financial leadership that helps you make smarter decisions, protect cash flow, and scale with confidence.
Partner with a Top-Tier CFO team
Work with experienced CFO-level professionals who support founders through complex financial decisions, growth planning, and long-term strategy — without the overhead of a full-time hire.
A Financial Model You Can Trust
We build and maintain clear financial models, forecasts, and projections that help you understand your numbers and plan with confidence — not guesswork.
Manage Expenses & Scale Efficiently
Gain visibility into costs, cash flow, and margins. We help you optimize spending, improve efficiency, and scale responsibly.
Attract Investor Confidence
Present your business with clarity. We help prepare financials, projections, and insights that build credibility with investors, lenders, and stakeholders.
I really can't make decisions as a CEO without that data.
Enjoy the convenience of having your taxes seamlessly handled alongside your books. Our tax and accounting experts work together to keep you compliant.
Take a look at powerful reports that surface insights and detailed trending to help you make smarter decisions. Included with your monthly bookkeeping:
Real time balances
Recurring expenses
Flux insights
New vendors
EFFICIENCY
Take even more off your plate
Offload time-consuming tasks, reduce administrative burdens, and extend your runway.
Stock Admin
Get a team fully focused on keeping your cap table accurate and up-to-date.
Our Pilot CFO helped with all-things finances. We didn't have much experience looking at financial statements, budgeting, forecasting, or even Excel-basics. And our Pilot CFO helped us with all of it.
Our Pilot CFO helped with all-things finances. We didn't have much experience looking at financial statements, budgeting, forecasting, or even Excel-basics. And our Pilot CFO helped us with all of it.
Our Pilot CFO helped with all-things finances. We didn't have much experience looking at financial statements, budgeting, forecasting, or even Excel-basics. And our Pilot CFO helped us with all of it.
The founder bottleneck problem
THE PROBLEM
Business owner was personally pulling and analyzing every financial number, running bookkeeping and KPI analysis—becoming the bottleneck preventing growth focus.
WHAT WE BUILT
Streamlined bookkeeping workflow, built financial models for securing capital, and created KPI dashboards tracking marketing funnels to supply chain performance.
THE RESULT
"Pilot helped secure our most recent funding and built data rooms that helped me close our financing. The main reason I'd recommend Pilot is so business owners can spend less time working in the business and more time working on the business." - Katie Spies, Founder & CEO
Rapid growth from 5 to 50 people created dangerous cash flow cycles—looked profitable on paper but repeatedly came close to running out of cash.
WHAT WE BUILT
Switched from cash to accrual accounting for true visibility, worked through $1M invoice backlog, and provided CFO modeling for cash planning.
THE RESULT
"The growth almost killed us multiple times. We had an additional million dollars in invoices that weren't coming in and the CFO team was there with strategies. One year later, consultants are booking 20% more revenue." - Jay Boyer, General Partner
OptimalAI needed to raise its pre-seed round and had just a matter of weeks to do it.
WHAT WE BUILT
Switched from cash to accrual accounting for true visibility, worked through $1M invoice backlog, and provided CFO modeling for cash planning.
THE RESULT
"There was probably a four-week timeline between incorporation and closing our first round ... Our investors constantly ask us why our books are always on time and why it's so easy for them to pull financials. Pilot is our support system!"
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