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pilot bookkeeping accounting services for startups small businesses learn about meridian the ai operating system for accounting firms why pilot platform ai accountant integrations financial reports communication dashboards and insights watch our demo discover how we can help your business be a huge success ai accountant integrations financial reports communication dashboards and insights watch our demo discover how we can help your business be a huge success solutions services bookkeeping smb booster tax startup booster outsourced operations stock admin cfo services r d credit industries ai professional services creative agencies small businesses consulting firms startup consumer goods retail accounting firms health life sciences franchises law firms services industries bookkeeping smb booster tax startup booster outsourced operations stock admin cfo services r d credit ai professional services creative agencies small businesses consulting firms startup consumer goods retail accounting firms health life sciences franchises law firms pricing resources resources resource hub annual planning playbook customers tax calendar burn rate calculator guide to cash flow positive kpi dashboard what s new blog events insights watch demo founder salary report 1 800 salary insights from founders around the country playbooks starting a new business scaling a startup finance 101 damage control growth mode resources what s new playbooks resource hub annual planning playbook customers tax calendar burn rate calculator guide to cash flow positive kpi dashboard blog events insights watch demo founder salary report 1 600 salary insights from founders around the country starting a new business scaling a startup finance 101 damage control growth mode meridian sign in get started start free trial sign in get started start free trial if you re buried in bookkeeping who s leading the company we handle your books but that s just the start get intelligent dashboards plus strategic guidance from former cfos and operators who can answer where can i cut costs without hurting growth explore what we do trusted by 3 500 growth driven startups and small businesses case study case study we handle bookkeeping tax and advisory work for startups and small businesses it s 50 50 people and software smart tools for instant insights expert people for strategic guidance both working together on your business track company expenses in real time find the 2 000 month you didn t know you were wasting model cash flow scenarios know if you can afford new hires well before you make the offers sleep better at tax time get irs ready books year round that stay compliant and maximize what you keep smart tools smarter people confident decisions stop digging through spreadsheets for answers you need right now why are sales up but cash flow is down what happens if we hire two more people which expenses are growing faster than revenue you shouldn t need a finance degree to understand your own business better business decisions with complete financial confidence get guidance from cfos and coos who ve been there tired of accountants who don t understand your business our us based advisory team includes seasoned cfos and operators who know what expanding business financials should look like yi jean lim former investment banker with a background in venture capital we bring reality anchored clarity and a focus on rapid time to value informed by insights from many companies i help you understand your financials align on the right narrative for your stakeholders and focus on the goals that truly matter dylan foley former finance operations leader for startups and small businesses great operators don t just keep businesses running they build systems that scale i ve helped 45 startups build scalable finance and operations giving founders the clarity and infrastructure to grow with confidence neha banik former corporate strategist at a global investment bank i ve spent 12 years helping leaders decide what s next small businesses don t need more data they need clear financials and someone in their corner who actually gets the day to day grind that s what we do to succeed you need resources a trusted advisor a partner with experience who says yes i see it and i know what will help whether you re scaling from 2 to 20 people or preparing for your exit pilot works for growing businesses your ambition to build something significant matters more than your current size we work with growth minded businesses at every stage growth scenarios we support expanding teams we keep running out of cash how do i know if we can afford three more hires securing capital investors want financial projections how do i model different growth scenarios optimizing for profitability revenue is up 40 but profits aren t where are we bleeding money planning your exit we want to sell in two years what financial foundation do we need to build now these complex questions require expertise that the average bookkeeping firm can t provide we ve helped companies navigate everything from raising capital to valuations to international expansion proof from people doing it here s how we solve the exact problems keeping you up at night the rapid growth crisis the problem rapid growth from 5 to 50 people created dangerous cash flow cycles looked profitable on paper but repeatedly came close to running out of cash what we built switched from cash to accrual accounting for true visibility worked through 1m invoice backlog and provided cfo modeling for cash planning the result the growth almost killed us multiple times we had an additional million dollars in invoices that weren t coming in and the cfo team was there with strategies one year later consultants are booking 20 more revenue jay boyer general partner read story watch video the founder bottleneck problem the problem business owner was personally pulling and analyzing every financial number running bookkeeping and kpi analysis becoming the bottleneck preventing growth focus what we built streamlined bookkeeping workflow built financial models for securing capital and created kpi dashboards tracking marketing funnels to supply chain performance the result pilot helped secure our most recent funding and built data rooms that helped me close our financing the main reason i d recommend pilot is so business owners can spend less time working in the business and more time working on the business katie spies founder ceo read story the challenge of raising a round the problem optimalai needed to raise its pre seed round and had just a matter of weeks to do it what we built pilot set up their books and produced the investor ready financials they needed to raise in just 4 weeks pilot also handled all the compliance paperwork for multi state hiring so iba could focus the result there was probably a four week timeline between incorporation and closing our first round our investors constantly ask us why our books are always on time and why it s so easy for them to pull financials pilot is our support system read iba s story watch video clearing the way for m a the problem there s nothing more frightening than a third party looking under the hood of your company to scrutinize every detail decision and transaction in preparing to sell passage ai ravi knew they needed airtight financial books what we built pilot s bookkeepers helped ravi produce triple checked accurate financials they were so effective they caught unpaid invoices and errors from vendors the result passage ai was able to track its growth without much effort and easily update investors i just forward what pilot sends me it saves a lot of time and there s never any back and forth says ravi raj ceo and co founder passage ai was successfully acquired by servicenow read story when business owners come to us we transform what accounting can do showing where cash is going increasing profitability and catching issues before they become problems not ready to talk get free insights that move the needle skip the generic small business advice these are strategic insights we ve developed from helping thousands of businesses navigate real growth complexity forecast your cash flow learn how to achieve cash flow positivity and reduce reliance on external capital read more manage your costs find out where to cut expenses without killing growth momentum read more see your key indicators know the metrics that actually matter as you scale read more raise your series a find out what your books need to look like before you start raising read more three ways to get the back office support your business needs solve this now let s discuss your specific growth challenges and financial strategy get clarity on cash flow hiring decisions and scaling complexity talk to our team explore pilot s approach see exactly how we combine real time financial intelligence with strategic guidance understand why the 50 50 approach works explore what we do begin your growth journey we work with startups and growth minded business owners who are just getting started whether you need immediate support want to explore our approach or you re early stage but growth focused there s a path that works for you every conversation starts with understanding your business goals info pilot com services bookkeeping outsourced operations cfo services tax r d credit startup booster smb booster industries startups health medtech small businesses professional services creative agencies law firms consultancies consumer goods retail franchise bookkeeping resources resource hub blog events pilot demo glossary vendor database data insights annual planning playbook back office guide burn rate calculator founder salary report tax compliance calendar small business metrics company about why pilot careers meridian by pilot media kit refer a friend faq pilot com inc website terms of use privacy policy cookie notice client services agreement pilot is a provider of back office services including bookkeeping controller services and cfo services pilot is not a public accounting firm and does not provide services that would require a license to practice public accountancy