Our CFO Services include:
For ongoing support to grow your business
Monthly Engagement
Review your financial health and processes
Maintain and enhance operating budget & financial forecast
Support vendor contract review & negotiations
Conduct strategic analyses and provide recommendations for sales efficiency, retention, benchmarking and more
Revenue
COGS
Employee expenses
Operating expenses and more
409A Valuation Financial Model
Accelerate your growth
Build financial strategies and models that increase cash flow, improve profitability—from customer cohort analysis to sales efficiency, like LTV and CAC.
Increase control over your finances
Chart your company’s course with accurate forecasts and budgets. We build this block-by-block, from revenue to net income.
Avoid costly pitfalls
Establish the financial infrastructure and hygiene that’s poised for growth and impresses investors, from billing to expense reimbursement.
Accelerate your growth
Build financial strategies and models that increase cash flow, improve profitability—from customer cohort analysis to sales efficiency, like LTV and CAC.
Increase control over your finances
Chart your company’s course with accurate forecasts and budgets. We build this block-by-block, from revenue to net income.
Avoid costly pitfalls
Establish the financial infrastructure and hygiene that’s poised for growth and impresses investors, from billing to expense reimbursement.
Auto has been a game-changer. I haven’t looked back and can’t believe we didn’t sign up sooner. The team is amazing and the work they deliver helps us with things like planning for growth, expenses, fundraising, and more.”
Olivia Rhye
Co-Founder, CoinTracker
Pilot goes beyond CFO services to offer everything you need for your business's financial management.
Bookkeeping
Our expert bookkeepers are supported by powerful software, ensuring books with unmatched accuracy. Plus, get industry-specific reports, with metrics that matter.
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Tax
Get your tax prep and bookkeeping handled seamlessly, together. We file your business income taxes, including 1099 filings, and local and federal tax returns – so that you’re compliant with the IRS.
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Payroll
The Payroll tax credit could save your business up to $250,000 a year. We handle the whole claiming process so you can skip the paperwork and get back to business.
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