Pilot Book­keep­ing, launched in 2017, is a finan­cial ser­vices firm that focus­es on pro­vid­ing book­keep­ing, chief finan­cial offi­cer (CFO), and tax ser­vices for star­tups and small busi­ness­es. Com­plex pack­ages are pro­vid­ed for busi­ness­es that are grow­ing or that deal with com­pli­cat­ed trans­ac­tions. Finan­cial ratios will be pro­vid­ed, in addi­tion to month­ly phone reviews and a pri­or­i­ty sup­port line. Bookkeeper360 works with both Quick­Books Online and Xero, and offers a robust app for track­ing busi­ness per­for­mance, man­ag­ing cash flow and work­ing with the company’s book­keep­ing experts. More­over, Bookkeeper360 pro­vides addi­tion­al ser­vices includ­ing CFO Advi­so­ry, Tax­es, Pay­roll and Human Resources and Back-Office.

Financial Reporting

Xen­doo is a sim­i­lar book­keep­ing and account­ing ser­vice focused on small busi­ness­es. It offers book­keep­ing, tax sup­port, and catch-up ser­vices to ensure your busi­ness runs smooth­ly. We eval­u­at­ed whether the online book­keep­ing ser­vice offered tax and con­sult­ing, and the scope of those ser­vices. Quick­Books Live offers more cus­tomer sup­port options than Pilot Book­keep­ing, which only allows you to speak with your account man­ag­er through the Quick­Books por­tal or by email. In con­trast, Quick­Books Live pro­vides unlim­it­ed sup­port via phone, email, live chat, and one-way video calls, which is why we award­ed it as the win­ner of this category.

Compare Bookkeeping Services

Pilot prices its ser­vices based on your business’s month­ly expens­es. To cal­cu­late those expens­es, Pilot uses the mon­ey you spend each month — includ­ing pay­roll, cost of goods sold and dis­tri­b­u­tions. Your book­keep­er will man­age rec­on­cil­i­a­tion and pro­vide you with month­ly finan­cial reports con­tain­ing your prof­it and loss state­ment, bal­ance sheet and cash flow state­ment. You’ll be able to con­tact your book­keep­er via email Inte­ri­or Design Book­keep­ing for any questions.

• Auto trans­port com­pa­nies make it easy and fast to move vehi­cles from one place to another.
• How­ev­er, while Quick­Books Live is a “light­weight” assist­ed book­keep­ing ser­vice, Pilot allows you to add on ser­vices like invoic­ing cus­tomers and bill pay for an hourly rate.
• The ded­i­cat­ed book­keep­er will review, ana­lyze, and resolve these trans­ac­tions manually.
• Pilot book­keep­ing is designed to accom­mo­date quick­ly grow­ing busi­ness­es and offers perks specif­i­cal­ly for high-growth-poten­tial startups.
• Final­ly under­stand our finance­sAfter 1.5 years of being in busi­ness, we knew that we need­ed a dif­fer­ent lev­el of finan­cial literacy.
• It also inte­grates with Quick­Books to ensure seam­less sync­ing of your finan­cial data.

QuickBooks Live User Reviews

Pilot is an excel­lent book­keep­ing ser­vice that I would rec­om­mend for all star­tups. Final­ly under­stand our finance­sAfter 1.5 years of being in busi­ness, we knew that we need­ed a dif­fer­ent lev­el of finan­cial lit­er­a­cy. We talked to a num­ber of firms, but were impressed with the Cer­ti­fied Pub­lic Accoun­tant lev­el of atten­tion that Pilot gave their cus­tomers and their val­ues as an organization.

Xero plan pricing and features

• If you’re look­ing for a reli­able, cost-effec­tive way to make calls from home, a VoIP (Voice over Inter­net Pro­to­col) ser­vice might be the per­fect solution.
• You can also access the Pilot Com­mu­ni­ty dash­board and email support.
• When­ev­er I post ques­tions in our Pilot por­tal, I hear back quick­ly, typ­i­cal­ly with­in one day.
• You can choose to con­tact your ded­i­cat­ed tax pre­par­er who is deal­ing with your data, or a gen­er­al Pilot sup­port team member.
• You can use Pilot to inform your next deci­sions, using up-to-date and real-time infor­ma­tion from your business.

Select plan receives pri­or­i­ty sup­port, expe­dit­ed book­keep­ing deliv­ery and recur­ring month­ly phone reviews. Core plan users receive email respons­es with­in one busi­ness day, while Select and Plus plans include pri­or­i­ty sup­port and month­ly phone reviews. We’ll also exam­ine how Pilot serves dif­fer­ent busi­ness sizes — from ear­ly-stage star­tups to Series C com­pa­nies — and com­pare it pilot account­ing reviews with more afford­able alter­na­tives like Bench and Bookkeeper360. By the end, you’ll under­stand Pilot’s strengths in finan­cial report­ing and sup­port, along with impor­tant lim­i­ta­tions like its month-end clos­ing delays and absence of pay­roll ser­vices. We eval­u­at­ed Pilot Book­keep­ing based on book­keep­ing ser­vices, per­son­al book­keep­er, user reviews, tax and con­sult­ing ser­vices, and pricing.

You can also change the cat­e­go­riza­tion if you don’t believe it’s right. You do not need to pur­chase your own QBO, they can pur­chase it for you using a whole­sale account. The $8,100 Bud­get & Fore­cast Mod­el fee is waived here because at this point, the CFO becomes deeply inte­grat­ed into your busi­ness to take charge of data-dri­ven strate­gies to ele­vate your busi­ness growth faster.