CFO services built for your growing business

Need advanced financial support? We have your back. Get the expert CFO support your business needs, from fundraising preparation to building budgets.

Leave your Bookkeeping to us

Full–stack CFO support

Our CFO services include:

Strategic Financial Assessment and MD&A

  • Monthly flux reports
  • Monthly business review of KPIs
  • MD&A (Management discussion and analysis) support

Financial Planning & Analysis (FP&A)

  • Budgeting and tracking (planned vs actual)
  • Projections
  • Benchmarking metrics
  • Coordination with 409(A) provider

Board & Investor Support

  • Board deck creation and advice
  • Board presentation coaching
  • Finance team hiring & interview support
  • Review of expense policies

Fundraising

  • Pitch deck creation
  • Pitch coaching and mock pitch practice
  • Investor model and Q&A

Why companies rely on our CFOs

Tailored for your business

Need custom help with an investor deck and projections? No problem. Our CFOs are an extension of your team and offer tailored support built for you.

Deep expertise

As a trusted partner for hundreds of businesses, we’re experts in startup, ecommerce, and growing business financials.

Cost-effective

With Autofilings bookkeeping and tax, we already know your numbers from the ground up. That means we ramp and finish efficiently, saving you time and money.

Launch Your Company In US

  • Establishing a new company & stepping into a new market is a huge point both financially and emotionally. That’s why we create AutoFilings: to make the point easy & affordable for all the companies planning to be a part in US.
  • Foundation, EIN, bank accounts, legal documents. We supervise everything. You do your job.
  • AutoFilling is a platform where you can rely for simplified business services timely.

Your complete business solution

Pilot goes beyond tax to offer everything you need for your business’s financial management.

Bookkeeping

Our expert bookkeepers are supported by powerful software, ensuring books with unmatched accuracy. Plus, get industry-specific reports, with metrics that matter.

Tax

The tax credit could save your business up to $250,000 a year. We handle the whole claiming process so you can skip the paperwork and get back to business.

CFO Services

Need advanced finance support? We have your back. Get the expert CFO support your business needs, from fundraising preparation to building budgets.