We give stock admin the undivided attention it deserves.
Expertise in startups
We know startups–we are one. Our bookkeeping, tax, and CFO services are built for VC–backed companies. From fundraising to SaaS models, you’ll get the financial support you need. Your monthly statements also come with your burn rate–so you and investors know the numbers that matter.
Personal finance expert
With NavSuccess, you get an advisor who knows your startup business and growth stage. We’ll help set up your full finance stack for scale, including preferred cash–sweep accounts, payroll, and expense management. We’re your partner.
Unmatched accuracy
Get modern startup bookkeeping, powered by technology. We sync with your financial accounts like Quickbooks, Gusto, and Expensify and check our work twice. Our software auto–categorizes and identifies errors, and your personal finance expert reviews and tailors every set of books. The result? Monthly financial statements with unmatched accuracy–so you can get back to running your business.
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
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
COO & Founder, Modjoul
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 & CEO, Gyfting
Tax
Even pre-revenue companies need to file startup taxes. Stay compliant and up-to-date with Pilot Tax. We’ll prepare and file your federal, state, and local income taxes—as well as your 1099s.
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Payroll
The Payroll credit can save your startup thousands of dollars. We handle the full claim process—from identifying expenses to applying the credit
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CFO Services
Designed for founders, our CFO services include strategic financial assessments, financial planning and analysis, investor reporting, fundraising support, and more.
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