Pilot takes care of your bookkeeping, tax prep, and CFO services from start to finish so you can focus 100% on making your business succeed.

We help small business owners and individuals with their income, state, sales, franchise tax filings and help manage their bookkeeping.

We are a boutique team of Certified Public Accountants and bookkeepers dedicated to streamlining your financial workflows so you stay on track, informed, and empowered. We support a wide array of industries, including non-profits, retail, construction, property management, trade/service, legal practices, medical offices, restaurants, startups, government consulting, e-commerce, IT, and manufacturing.

Solstice Financial hosts a team of accountants and tax preparers whose goal is to educate other small business owners on basic accounting practices they should be implementing in their business, while taking a hands-on approach to helping them succeed where it really matters: the bottom line. We offer accounting, tax filings and advisory, payroll, and life and health insurance solutions, specializing in small businesses under $5 million in revenue with 1-15 employees.

Our services are nationwide: Bookkeeping, Payroll and Tax Preparation Services. Specializing in: Asset Protection, Entity Structuring, Financial Planning, Risk Management, Tax Mitigation and Wealth Accumulation. Nearly all of our clients go through a comprehensive planning program where every aspect of their financial life is engineered by our team of CPAs, attorneys and planners. This seamless approach ensures that you receive consistent advice that is unbiased, independent and best suited for you. Whether it’s protecting your assets, lowering your borrowing costs, or reducing your income taxes, we work for you. Best of all, your Optimal Plan is fully integrated and coordinated all under one roof. No more endless calls to an array of different CPAs, financial planners, practice consultants, attorneys, and stockbrokers. No more hourly charges for potentially conflicting advice. No more worrying about whether you are getting the best advice that ensures your long-term success.

We focus exclusively on nonprofits. Nonprofit bookkeeping differs from for profit bookkeeping in many ways. We can help get you organized.

Headquartered in Houston TX, we represent creative clients on and between coasts as well as worldwide. Our firm specializes in all accounting and tax compliance matters, from the initial filings to start a business to large multi-state entities with complicated tax obligations. We also specialize in helping real estate investors, e-commerce businesses, oil & gas companies, restaurant and retail. We will not only protect what you create, but we’ll also help it thrive in the world by offering external CFO services as well. We bring extensive experience and professionalism to every case while customizing our support to your individual needs or concerns. Our staff have been practicing for over a decade and started in the early 2000’s. We’re on the pulse of modern technology using online bookkeeping platforms that our clients can access anytime on the go to create invoices and have information needed to make business decisions available in a moments notice.

We're not just a QuickBooks bookkeeping firm. We're 25 year entrepreneurs ourselves having also cut out teeth on tax issues, employee compliance matters and every other area of business growth that can trip up any owner. We love to provide answers & resources that solve difficult or snarly problems for owners. We're also a Intuit re-seller so we can offer wholesale credit card services to our clients as well. We're a family run company that caters to other family owners. We're a high touch company that focuses on fully digesting every clients need(s) before we take on the next client.