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 deliver white-glove, investor-grade financial strategy for mission-driven entrepreneurs—so you can build boldly, raise capital confidently, and operate with clarity.

We are not a CPA firm, we're not a consulting firm, and we're not virtual CFO’s. We are whatever our clients need us to be. We aren’t afraid to roll up our sleeves and get dirty. Need a bookkeeper? No problem. Need someone to pay your bills? Done. Having problems with suppliers? We’re on it. Want to bounce some ideas for growth off of people who have seen it happen? Just ask. You are not alone. Every business owner faces these kinds of challenges. So join our community and talk with 30+ entrepreneurs who have been in your shoes. We are just as invested in your growth as you are. Our team is your team and our experience and combined knowledge is your experience and combined knowledge! If you’ve been seeking clarity around how your business is doing, if cash flow issues have been keeping you awake at night, or if you want to be supported by a team of experts and a community of business owners, reach out for a consultation today. Your business will never be the same afterward!

We offer a variety of services to meet your company’s current and future needs. We specialize in providing temporary CFO, booking, payroll, tax return filings and accounting preparation for IRS and EDD tax audits. We also specialize in strategic planning for companies that are in a fast-paced growth pattern or have a need to right size without sacrificing your company infrastructure and brand. Specific industries we cater to include: Construction, professional services, media, marketing, Consulting, and nonprofits.

I'm a dedicated and trustworthy individual who has over fifteen years of payroll experience. I'm available 24/7 and have the answers to your payroll, tax, and HR related questions. I understand how hard it is to manage a business as well as keep up with processing payroll and staying on top of your quarterly and annual company returns. I will take those duties off your plate so that you can focus your time on your business, your employees, and your customers. I'm determined to show you what true customer service is and what it should be.