At the very top, you’ll see a “bolt” icon—this icon means that Pilot has encountered this transaction from past records and it can auto-categorize it. In addition, Bench includes tax preparation and filings with all its plans, a service that some competitors don’t offer or charge additional fees to handle. The company also pilot bookkeeping reviews includes burn-rate calculations with all of its bookkeeping plans, a calculation that’s particularly important for businesses with venture capital or investor startup funding. Business owners don’t need to be bookkeeping pros, but it’s important that you have a general understanding of your whole financial picture.

Join us as we explore the latest offerings from Pilot Bookkeeping and discover how it can revolutionize your bookkeeping experience. From invoicing your clients to building budgets, we’re here to support your growing business. Beyond accounting and bookkeeping, we’re here for your growing financial needs. With Tax or CFO Services, we support everything from filing business income taxes to building investor decks.

Benefits of Pilot Bookkeeping Services

Sage Business Cloud Accounting is among the most popular online accounting platforms for small businesses. It is easy to use and has helpful features for cash flow forecasting, invoicing, and real-time reporting. Cash accounting only tracks when money enters or leaves a bank account. Accrual accounting is a more sophisticated approach that records when the money was earned or owed. Most larger companies use accrual basis bookkeeping and Pilot does accrual from day one so there’s no painful transition later. When you sign up for Pilot, you’ll be assigned a dedicated bookkeeping expert who’ll serve as your point of contact.

Transactions are sent automatically to Pilot to ensure your financial records are fully accurate. Your financial information and business requirements are taken care of so you can get back to work and do what you do best. Human error is removed so there is no need to re-do your reports or check your information time and time again. Pilot is a great financial service product for large enterprises, taking care of a large number of transactions in and out of your business.

What our customers are saying

Pilot Tax, a full-service tax preparation service, will take care of your state and federal income tax filing, as well as any 1099s that you need to issue to contractors. You’ll be assigned your own dedicated tax preparer who will answer all of your questions and provide you with access to live status updates of all of your filings. However, Pilot’s system has a way of learning transactions so that it can fully automate the process and give the dedicated bookkeeper more time to attend to other transactions. In the image above, there’s a credit card purchase from Cool Gadgets.