CFO services built for your growing business
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)
- 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
- 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.
As a trusted partner for hundreds of businesses, we’re experts in startup, ecommerce, and growing business financials.
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.
Your complete business solution
Pilot goes beyond tax to offer everything you need for your business’s financial management.
Our expert bookkeepers are supported by powerful software, ensuring books with unmatched accuracy. Plus, get industry-specific reports, with metrics that matter.
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.
Need advanced finance support? We have your back. Get the expert CFO support your business needs, from fundraising preparation to building budgets.