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.

Best in Accounting and Tax Consulting out of Laguna Beach, CA.

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

We love to handle payroll and bookkeeping for small businesses so that the owners can invest the time they save into building and running their businesses that they are passionate about. We specialize in Trades but have a lot of experience with Real Estate Investors and Ranchers.

We provide bookkeeping, accounting, financial statement preparation, consulting, tax and audited financial statement services for all industries. The partner has over 20 years of experience in public accounting.

Financial Reporting – Balance Sheet, Profit & Loss, Statement of Cash Flow, Net Worth Reporting Job Costing – accounting for material, time, expenses for specific jobs or projects Accounts Payable – coding, posting, tracking, reconciling, and reporting, year-end 1099’s and maintenance of vendor master files. Accounts Receivable – coding, posting of cash receipts & sales, invoicing, statements reconciling, reporting, light collections by phone and mail as needed. QuickBooks Setup – installation and setup of your QuickBooks, chart of accounts, establishing file for ease of work flow, staff training Payroll – if third party vendor is used, we will enter the information to tie it in to your financials Bookkeeping – weekly, monthly, quarterly, annually, or as needed Affordable. Custom-tailored. Confidential.

Instead of simply keeping your books in order, we can help you gain insight into the key financial drivers of your business. Let us enlighten you on the most impactful ways to increase your success. -Katie Vogel, President & Founder