Finance and accounting made for healthtech and medtech

Get help navigating the operational complexities of healthtech financial modeling, budgeting, clinical trial expenses, inventory forecasting, pricing, and more.

THE OLD WAY

Figuring it all out yourself

Unsure about your runway

Not ready for investors

Spending too much time on finances instead of the product

Don’t know what you don't know

THE NEW WAY

Expert fractional CFO team

Precise cash flow management

Budgeting and forecasting

Investor-ready books  and financials

Seeing ahead to the  next milestone

HOW WE SUPPORT HEALTH & MEDTECH

Bookkeeping & Financial Reporting

Accurate, compliant bookkeeping tailored for healthcare and MedTech businesses, with clear visibility into cash flow, R&D spend, and operational performance.

Tax & Regulatory Compliance

Proactive tax planning and compliance support designed for healthcare and MedTech regulations — helping you avoid risk and stay audit-ready.

CFO

Strategic CFO guidance to support complex decision-making around growth, pricing, R&D investment, and expansion.

Financial Operations & Systems

Financial workflows and systems built to support scaling healthcare teams, grants, reimbursements, and vendor management.

DESIGNED FOR EVERY STAGE

Scale & Expansion

CFO-level advisory

Investor & board reporting

Strategic Accounting planning

Early-Stage & Pre-Revenue

Accounting setup & structure

Compliance readiness

Clear runway visibility

Growth Stage

Monthly reporting & insights

Cost control & budgeting

Forecasting & planning

FINANCIAL INSIGHT

Get everything you need for financial visibility

Pilot provides you finance and accounting experts plus time-saving software.

OUR CFO TRACK RECORD

We’ve helped 200+ customers...

Raise

$9.1B

In Capital

Free up as much as

$200K

In Liquidity

Case study

Medcorder’s CEO saves 7-10 hours per month with Pilot

Read about David’s 15x savings

David Weekly

CEO, Medcorder

The more I can focus on driving business, product, and marketing opportunities forward, the more likely we are to succeed. Pilot lets me focus on the business.

20%

Years of Experience

8K

Happy Clients

Pilot is the #1accounting and bookkeeping service according to G2

4.9

June 2025

4.9

June 2025

4.9

June 2025

Deeper reporting

Your idea deserves unmatched operational excellence

At Pilot, we’re passionate about helping groundbreaking healthtech startups transform healthcare and science. With specialized CFO and COO services, we eliminate financial uncertainties and operational roadblocks, empowering you to focus solely on your mission: truly meaningful innovations in our health and longevity.

Nick Aubin

Co-Founder and CEO of Commons Clinic

The CFO services team has proven to be the absolute best part about what we’re doing. They are always going the extra mile.

20%

Years of Experience

8K

Happy Clients

See Pilot’s specialized services in action

Watch this short video to learn how Pilot helps healthtech, telehealth, PC/MSO, medtech, biotech, and other startups improve their financial health, manage operations, and accelerate growth without the hassle.

Streamlined INTEGRATIONS

Integrates seamlessly with your existing financial stack

Including popular tools

PRICING

With Pilot, you get a team of specialized finance experts

Choose the package that fits where you are today. Transparent pricing starts at...

Good

For startups that want to start on the right foot with accurate bookkeeping.
Get clean books and reports that investors trust.

$599/month

Contact Sales

What's included:

Real-time visibility into your finances

Monthly P&L and balance sheet enriched with data from all your tools and systems

Monthly close with reports delivered on the 10th business day

Year-end package for your own tax preparer

Support from your dedicated US-based bookkeeping team in-app, email and over the phone

Better

For startups that need solid bookkeeping and a fractional CFO to reach their next milestone.

$2,950/month

Contact Sales

What's included:

Everything in Good

Monthly meeting with your CFO

Consolidated financials, e.g.  between PC and MSOs

Financial modeling for budget and forecast

Budget vs actuals analysis

Cash flow management, including:

Marketing spend analysis and headcount planning for your Telehealth business

Manufacturing, Inventory, and Hardware expenses

R&D, Headcount and clinical trial expenses for your biotech business

Best

For startups raising a round and need to speak investors' language. Get the finance team VCs trust, without the executive price tag.

$4,000/month

Contact Sales

The Best includes:

Everything in Better

Weekly recurring call with your CFO

Investor and board reporting

Unit economics analysis

GTM strategy and pricing analysis

Sales and marketing optimization

Fundraising or M&A support

For telehealth:

Analysis based on patient volume, reimbursement rates, and pricing

For medtech:

Product commercialization, inventory forecasting and post-approval GTM/pricing strategy

For biotech:

R&D budgeting, expense management, and grant management

Custom

Not sure what you need yet? Let us help.

Everything you need. Nothing you don't. Work with a startup finance expert to craft a package built for your business.

$99 USD/month

Contact Sales

What else can Pilot do for you:

Income tax filings, tax planning, and sales tax management

Payroll administration

Vendor payments

Stock administration

R&D tax credit

COO advisory

Customized support

Activate expert financial leadership and support

Understand your runway

See a path to commercialization

Gain rapid financial clarity

Get in Touch

Pilot Customer stories

Boost your revenue with our 5-day challenge →

A complete small business finance starter kit →

Resource

Pilot Quality Check

 Pilot Quality Check analyzes your existing books for common mistakes and identifies areas for improvement. It’s free and takes less than 5 minutes.

WHY MAX RETURN

Accounting Partner That Understands Healthcare Complexity

Experience with healthcare & MedTech business models
Compliance-first Accounting approach
Clear, executive-level reporting
Scalable support as you grow
Founder-friendly communication

Ready to Scale Your Health or MedTech Business With Accounting Confidence?

Book a Free Consultation

Accounting, Tax & Compliance Support for Health & MedTech Companies

WHY HEALTH & MEDTECH CHOOSE MAX RETURN

Finance and accounting made for healthtech and medtech

Figuring it all out yourself

Expert fractional CFO team

HOW WE SUPPORT HEALTH & MEDTECH

Bookkeeping & Financial Reporting

Tax & Regulatory Compliance

CFO

Financial Operations & Systems

DESIGNED FOR EVERY STAGE

Get everything you need for financial visibility

We’ve helped 200+ customers...

$9.1B

$200K

Medcorder’s CEO saves 7-10 hours per month with Pilot

David Weekly

20%

8K

Pilot is the #1accounting and bookkeeping service according to G2

4.9

4.9

4.9

Your idea deserves unmatched operational excellence

Nick Aubin

20%

8K

See Pilot’s specialized services in action

Integrates seamlessly with your existing financial stack

With Pilot, you get a team of specialized finance experts

Good

$599/month

Better

$2,950/month

Best

$4,000/month

Custom

Not sure what you need yet? Let us help.

$99 USD/month

Activate expert financial leadership and support

Pilot Customer stories

Pilot Quality Check

WHY MAX RETURN

Ready to Scale Your Health or MedTech Business With Accounting Confidence?