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 are a group of proactive, innovative, tech-savvy accountants serving small businesses across the US and abroad. We can help you with bookkeeping and payroll, tax preparation and planning, entity choice, as well as software setup, integration and training.

Our focus is solely on assisting our clients in achieving their financial goals in an ever-changing financial and regulatory environment. From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. This includes evaluating financial procedures while working to produce strategies that help you anticipate the obstacles of business planning and execution.

Our primary goal as your accounting team is to ensure that we have saved every dollar possible for you: whether that is through tax deductions, tax credits, tax structures, or cost segregation. We specialize in business taxation and real estate taxation. We work with new businesses starting out - all the way to billion dollar estates. We help clients with their income taxes, corporation taxes, quickbooks, payroll and audits. We prioritize our clients and want to ensure that they are educated about the IRS.

Your behind-the-scenes team, without the stress! Bookkeeping is a headache—you don’t have time for that. Lucky for you, we love it. We handle your books, payroll, and day-to-day financial tasks so you can focus on running your business (and maybe even take a day off). We’re a small team of real humans who care about your success, not just your spreadsheets. With years of hands-on experience in payroll processing and management, we’re your one-stop shop for staying organized, tax-ready, and stress-free. Let’s chat and see if we’re a good fit for your business!

The foundation of our firm's success comes from the connections we've made with our clients. The relationships built with clients over the years is a direct result of the caring effort to always get the job done, pursue all possible options, extensively research new and unknown topics, and always remain responsive to their needs.

Our vision is people with more time, freedom, and money to do what they love!

We appreciate you taking a moment to learn more about us and the services that we provide. Our team brings together a wealth of knowledge from many different sectors allowing us to feel comfortable working with a diverse group of individuals and businesses. Additionally, our team is a family working cohesively together as we strive to provide high-quality professional services to all of our clients. The services that we offer allow you, our client, to have one firm available that is familiar with your unique situation. As a result, we are able to efficiently manage your financial health and/or the financial health of your business. We hope that you will contact us to schedule a time to meet us. For prospective clients, we offer a complimentary initial consultation so that you can decide if we are a good fit for you. Our clients are family too and we celebrate your joys and your trials.