Happy Customer: Bookkeeping, Tax, CFO, R&D
We started with Pilot Bookkeeping and have been adding on services (CFO, Tax, R&D) ever since due to our satisfaction with their services and their efficient, effective all-in-one approach.
As a fast-growing tech company, it was extremely important to us that we partnered with a like-minded firm on our financials. We don't have this expertise in-house, but for a fraction of the cost we've been able to outsource and automate enormous amounts of the legwork involved with our monthly reconciliation process, CFO/Board Reporting, Tax, and R&D filings. On top of that, Pilot continues to proactively create value for our business thanks to their talented team, wealth of knowledge with similar businesses as ours, and dedication to top-knotch customer service. As the ultimate testimonial, I frequently recommend Pilot to other entrepreneurs and personal friends of mine.
My only regret is not working with them sooner! Pilot has saved me hundreds of hours through their highly technical, automation-forward approach to everything they do.
Reasons for choosing Pilot
I especially loved that Pilot builds on top of existing accounting software like Quickbooks, rather than reinventing the wheel with some proprietary software, and was able to build models in Google Sheets vs. Excel, enabling much better collaboration.