Build your dream, we can help
We live at the nexus of finance and business strategy and we love helping passionate founders and entrepreneurs realize their vision by providing the clarity that allows organizations to act with confidence and intention.
Our Services
Your dedicated team handles, explains, and reviews your books on an ongoing basis, supporting either cash or accrual-basis accounting. Your books pull automatically from your connected bank accounts, credit cards, payroll systems, accounts payable, inventory, and payment platforms — keeping everything reconciled and up to date. We build a custom chart of accounts tailored to your business, and deliver reports on the 10th business day of each month. At year-end, we prepare a complete package ready for your tax preparer.
Your dedicated team is available for support through in-app messaging, email, and phone. You also get access to AI-powered tools that can answer questions about past transactions and current cash flow, and run forward-looking scenarios to help you plan ahead.
For those companies seeking additional financial assistance, we provide a suite of strategic financial tools and advisory support. This includes a custom financial model built around your business, paired with budget vs. actuals variance analysis and a scenario planning model to help you pressure-test decisions before you make them. An industry-specific KPI dashboard keeps the metrics that matter most to your business front and center. On the fundraising and growth side, we offer basic support for fundraising and M&A activity, along with investor and board reporting, and ad-hoc strategy support as needs arise. A dedicated CFO meets with you monthly to review performance, optimize cash and runway, and help you think through what's next.
We can also help you get the foundation right from the start. That means handling business incorporation, getting your banking set up, and configuring a payroll system that actually works — along with full implementation of your Pilot bookkeeping system so everything runs cleanly from day one.
As your business grows, we stay hands-on: managing invoice collection, ensuring bills are paid on time, and stepping in with banking support when things get complicated. HR, payroll, and benefits administration are handled as well, so your team is taken care of without the operational burden falling on you.
Our Clients
Real generosity towards the future lies in giving all to the present ~Albert Camus