Pilot.com
FOUNDING YEAR
2016
NUMBER OF EMPLOYEES
50+ employees
LOCATION
San Francisco, California
SUPPORT
Dedicated Staff
SOFTWARE
Pilot.com
Bookkeeping, tax, and strategic services for startups and small businesses: Pilot takes care of your accounting needs from start to finish so you can focus 100% on making your business succeed.
Lili Welch
May 7, 2024
Experience working with Pilot.com
Pilot is a one-stop-shop when it comes to dealing with your startup's bookkeeping needs. They make it really easy every month and they offer high touch service for companies that need to outsource CFO services. Not to mention, you can have them help you with your taxes which is a huge plus since they are already integrated into all of your money movement platforms.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Clients who would be a good fit
We're especially good at tech startups, ecommerce companies, law firms, and other professional services firms (marketing consultancies, etc.)
The best clients are tech-forward and are interested in using modern tools in their back-office. (Some recommendations here: https://pilot.com/guides/recommended-financial-stack)
The best clients are tech-forward and are interested in using modern tools in their back-office. (Some recommendations here: https://pilot.com/guides/recommended-financial-stack)
Clients who wouldNOTbe a good fit
We're probably not a great fit if:
1. You need to meet in person (our accounting team is 100% US-based FTEs, but we generally can't do in-person meetings)
2. If you don't particularly care about quality and just want the absolute cheapest option
1. You need to meet in person (our accounting team is 100% US-based FTEs, but we generally can't do in-person meetings)
2. If you don't particularly care about quality and just want the absolute cheapest option
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Specialties
Client Type
Services Offered
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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6 Client Reviews
"Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
3 Client Reviews
"Jeremy and his team have been my go to firm for over 6 years. I have been delighted with quick results, very responsive answers to my questions and have even been educated when needed. This firm cares about your taxes 365 days a year and does a great job of tax planning and preparation so tax day is not a dreaded experience. I need my complex corporate taxes and personal taxes handled by a knowledgeable, tax oriented team of professionals, and this team is the best."
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
