5.0
Average rating
11
Client Reviews
$500 - $2,000
Monthly Fixed Fee
$0
Minimum Annual Income
$0
Minimum Annual Revenue
What Our Clients Say
5.0
11 Client Reviews
Delainie Wheeler
November 4, 2025
Current client since 2024
5.0
Reason for working with Pilot Management Group
From the very first conversation with Kellan, I knew she was someone I could trust. She made an incredible first impression: warm, thoughtful, and deeply knowledgeable. We immediately connected over shared values, and it was clear she genuinely cares about supporting small businesses, not just providing a service. Her ability to explain complex topics in a clear and patient way gave me complete confidence in choosing to work with her. She is really the best!!
Experience working with Pilot Management Group
Working with Kellan has been a great experience. She is thorough, patient, and always willing to answer questions in a way that makes you feel informed rather than overwhelmed. She is so knowledgable and transparent, and I can tell she has a genuine desire to help. I feel so supported and understood every step of the way. I couldn’t recommend her more.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
Reviewer disclosed a personal or professional relationship with this vendor outside of the client relationship.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
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Mari Milenkovic
November 3, 2025
Current client since 2025
5.0
Reason for working with Pilot Management Group
I was looking for a true finance partner who would do more than reconcile my books each month. I wanted someone who could be a thought partner in revenue planning, forecasting, and tax strategy; someone who could help me see the financial landscape of my business with clarity and confidence.
Experience working with Pilot Management Group
Kellan is a fantastic partner, and I sincerely recommend her to other business owners. She is thoughtful, thorough, and truly gets to know your business so her recommendations are always grounded in your specific goals. She responds quickly, communicates clearly, and approaches every conversation with genuine care. I’m so grateful to have a financial partner like her in my corner.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Kellan is a fantastic partner, and I sincerely recommend her to other business owners. She is thoughtful, thorough, and truly gets to know your business so her recommendations are always grounded in your specific goals. She responds quickly, communicates clearly, and approaches every conversation with genuine care. I’m so grateful to have a financial partner like her in my corner.", "author": "Pilot Management Group", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Annual Revenue
N/A
Minimum Annual Income
N/A
Industries We Specialize In
Specialties We Work With
Services We Offer
✔ Accounts Payable/Receivable
✔ Budgeting & Forecasting
✔ Business Tax Preparation
✔ Individual Tax Preparation
✔ Tax Planning & Strategy
✔ Tax Preparation
✔ Bookkeeping
✔ Fractional CFO Services
✔ Cash Flow Management
Our Ideal Client Profile
Our ideal clients are small-to-mid-sized businesses, startups, and nonprofits that are growing and ready to take control of their financial future. They’ve outgrown DIY bookkeeping or inconsistent accounting support and want a trusted partner who can bring structure, strategy, and insight to their finances.
They understand that accurate books and proactive tax planning aren’t just about compliance, they’re the foundation for confident decision-making and sustainable growth. Many of our clients come to us looking for clarity: they want to truly understand their numbers, make smarter choices, and plan strategically for what’s next.
PMG works especially well with service-based companies, creative entrepreneurs, and community-focused organizations that value transparency, education, and collaboration. Our best relationships are built on trust, open communication, and a shared commitment to long-term success.
They understand that accurate books and proactive tax planning aren’t just about compliance, they’re the foundation for confident decision-making and sustainable growth. Many of our clients come to us looking for clarity: they want to truly understand their numbers, make smarter choices, and plan strategically for what’s next.
PMG works especially well with service-based companies, creative entrepreneurs, and community-focused organizations that value transparency, education, and collaboration. Our best relationships are built on trust, open communication, and a shared commitment to long-term success.
We're Probably Not A Good Fit If
✗ Business owners looking for the lowest-cost provider rather than a long-term financial partner.
✗ Clients who are unwilling to engage in understanding their financial picture.
How We Work
1
Discovery & Consultation
We start with a 30-minute call to learn about your business, goals, and challenges, helping us identify where PMG can provide the most impact.
2
Review & Proposal
After the consultation, we review your current systems and provide a customized service proposal. You’ll know exactly what’s included, the investment, and what to expect next.
3
Onboarding & Setup
We collect the necessary information, set up secure access, and establish clear workflows so we can begin delivering tailored financial support.
4
Ongoing Partnership
We maintain your financial systems, deliver accurate reports, and provide proactive insights to help you plan with confidence.
Transparent Pricing
Bookkeeping & Controller Services
$500 - $2,000 Monthly Fixed Fee
Accurate, customized bookkeeping that keeps your finances organized, up to date, and ready to guide informed business decisions.
Accounting System Cleanup
$2,000 - $12,000 Project-Based Fee
We fix messy books and streamline your accounting system for accuracy, efficiency, and clear, reliable financial reporting.
Tax Preparation & Planning
$250 - $2,000 Project-Based Fee
Fixed-rate tax preparation for individuals, businesses, and nonprofits, with year-round planning available for proactive savings.
Fractional CFO Services
$3,000 - $5,000 Monthly Fixed Fee
Executive-level financial strategy that helps business owners forecast, plan, and scale confidently with data-driven insight.
Pilot Management Group's Tech Stack
About Pilot Management Group
We help business owners turn financial chaos into clarity with bookkeeping, tax, and fractional CFO services that go beyond the numbers. PMG combines expert accounting with strategic insight to help clients build stronger systems, reduce tax stress, and plan for sustainable growth. Known for our approachable, educational style, we make complex financial concepts simple so business owners can make confident, informed decisions that move their organizations forward.
Get the Financial Clarity Your Business Deserves
Let’s talk about how better systems, accurate books, and proactive tax strategy can help your business scale with confidence. Schedule your consultation today.
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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