Who is Pilot and what should we know about you?
Headquartered in San Francisco and Nashville, Pilot has grown to be the largest startup and small business accounting firm in the U.S. Think of us as your financial fixer—give us all the bookkeeping, tax prep, payroll, accounts payable, and CFO-level projects so you can focus on growth. Have questions about mysterious expenses? Need faster responses to your financial questions, and real-time insight into your cash flow? Just ask our talented team of finance experts who have each worked with dozens of small businesses like yours. They’re supported by our software which helps them be even more precise.
Running your business is hard enough. Books and taxes shouldn’t add to that burden. Get started with Pilot, and feel that rush of clarity that comes with knowing everything’s in order.
Our services
- Bookkeeping: Get triple-checked financials every month so you can confidently focus on the other areas that need your attention.
- CFO Services: Find customers and grow faster with analysis, insights, and advice from seasoned experts that understand your business.
- Tax: Take taxes off your mind with expert support for federal and state income tax filings, 1099s, and Delaware Franchise Tax filing.
- R&D Tax Credit: Your business could save up to $500,000* through the R&D tax credit. Once approved by the IRS, the R&D credit is applied towards your business’s future payroll tax liabilities.
Are there new markets or demographics you are targeting?
We’re doubling down on our existing small business customers. We want to be the best, most complete finance and accounting partner they have. Our competition is trying to move upmarket. We’re niching down, and ensuring we know every detail of your agency, law firm, studio, or store.
What is unique about your business that makes you stand out?
It’s how we combine sharp accountants and slick software. That’s how we grew to become the largest accounting and bookkeeping company for small businesses—we hire senior accountants and CFOs with lots of real-world experience and created software designed to answer your questions in real-time. Manage your cash flow, investigate expenses, and know every financial detail. Or, pick up the phone and call. We excel at all kinds of small business advice.
How do you stay involved in the community?
We’ve been based in Nashville since 2019, most employees work there, and we’re proud to serve hundreds of businesses in the area. We see ourselves as part of the growth engine in the region, leveraging our strong partnership network to connect our customers with other local businesses that help solve their needs in areas that we don’t cover.
We’re active members of the Nashville Chamber and looking to meet more members. Recently we had a booth at Nashville After Hours but we’re also starting to throw more events—join us at Topgolf Nashville on December 6, 2024 to talk about your 2025 plans for growth with 100 other business owners.
What: Entrepreneur Exclusive: Nashville
When: Dec 6, 2024 (Friday) from 2pm ET to 630 pm ET
Where: TopGolf Nashville
What to expect:
Expert sessions and fireside chats with Brittany Hodak, Phil Schmerling, Sherry Stewart Deutschmann and more. Learn about building teams, gaining customers, raising capital, and managing cashflow. Next-level networking with successful business owners over food, drinks, and a little golf.
RSVP: https://pilot.com/nashville-exclusive
Plus: Free to attend, the first 25 to register get a VIP surprise at check-in.
What differentiates your business from your competition?
Precision. The most precise advice, financials, and insights into how to improve your cash flow, hire, or retire. There’s a lot that goes into that, but it’s what our business owners most appreciate. Total reliability.
Behind that is our sharp team of mostly Nashville-based bookkeepers empowered by a nationally-recognized software; that software allows them to automatically pull data in from your systems, automate tedious tasks and organize information so you can see a true financial view of your business. That system helps our finance epxerts triple-check the books each month, find tax savings, and help file some one-off paperwork so you don’t even have to worry about it. (Like the upcoming BOI, deadline January 1. Reach out to us about it.)
We’re focused on our customer and not the competition, but we do notice people tend to come to us when things feel off about their finances. They can’t trust their books, don’t know which locations are profitable, their finance person is retiring, or needed to grow and needed a Wall Street CFO at a main street cost. When they switched to Pilot, they got financial precision they can rely on.
We work closely with small businesses like imFORZA marketing agency, Stansbury Weaver law firm, Bluebeard Coffee Roasters, and local tech-startup, Materio, so we have a unique snapshot of what’s happening in the market and can be a thought partner for you. We know that running your business is hard, but with Pilot, your books and taxes don’t have to be. So, definitely chat with us if you’re in need of some financial back office assistance.
