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Pilot Review for September 2025 Best Bookkeeping Services

pilot bookkeeping reviews

It’s important to note that every business’s experience may vary, and it’s always recommended to do your own research and evaluate your specific needs before making a decision. However, the overwhelmingly positive feedback from small business owners who have chosen Pilot as their bookkeeping service is a testament to the quality and value they bring to the table. Transparency is a core value at Pilot, and you can trust that there are no hidden fees or unexpected charges.

Dedicated support

Pilot does all of its bookkeeping in QuickBooks Online–one of the most common DIY accounting software solutions on the market. So if you’re fed up with QuickBooks and want a better solution, you won’t yet be waving it goodbye with Pilot. Pilot’s Plus plan includes everything from the Core plan but supports multiple entities and locations. It also includes accounts receivable (AR), accounts payable (AP), inventory tracking, billable expenses, and a customizable chart of accounts. But if you’re like most small businesses in the U.S., then cash-basis accounting, and Bench, will likely work well for you and be the easiest to use. Pilot, on the other hand, does all their clients’ books on the accrual basis of Accounting Periods and Methods accounting.

pilot bookkeeping reviews

Avoid Pilot – Use Finaloop to save cost and time

We handle the whole claiming process so you can skip the paperwork and get back to business. Communicate directly with your team through our user-friendly portal, where you can ask questions and provide feedback on any outstanding items needed to finalize your books every month. It’s 50/50 people and software—smart tools for instant insights, expert people for strategic guidance.

What our customers are saying

  • The magic happens when our intuitive software and real, human support come together.
  • While Pilot’s core focus is bookkeeping, they also offer CFO services at three tiers to help grow your business.
  • They will off-load all of the bookkeeping/tax-related activity from your core business.
  • The largest startup and small business accounting firm in the US.
  • Instead, negative reviews tend to indicate that Pilot lets the occasional client slip through the cracks, perhaps due to their bookkeepers being spread too thin.
  • They appreciate the intuitive user interface, Pilot’s prompt responses, and the level of care shown by the CEO.
  • Christine Aebischer is an former assistant assigning editor on the small-business team at NerdWallet who has covered business and personal finance for nearly a decade.

Pilot accounting is tailored to meet the needs of rapidly expanding firms and includes benefits tailored to high-growth potential entrepreneurs. For example, Pilot provides a pre-revenue discount for businesses with less than $15,000 in total sales – $200 off the Core or Select plans per month for the first subscription year. You can receive expert support to manage your bookkeeping and your taxes.

General Ledger and Chart of Accounts

pilot bookkeeping reviews

Quickbooks by Intuit is a comprehensive accounting software tailored for small to medium-sized businesses. Users can track expenses, manage payroll, handle taxes, and get a real-time view of their profitability. Both Pilot and Bench offer bookkeeping services that link your bank accounts and business credit card accounts and automatically record and classify your transactions. Your bookkeeper will handle reconciliation and prepare pilot bookkeeping reviews monthly financial reports for you, including a profit and loss statement, balance sheet, and cash flow statement. If you have any questions, you may contact your bookkeeper through email. Annual budgeting, investor reporting, pitch evaluations, fundraising tactics, forecasting, and other professional services are all managed through the platform.

pilot bookkeeping reviews

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. Maxim Liberty has been providing outsourced bookkeeping services to businesses and accounting firms in the USA and Canada since 2005. DK/RK Services, a respected bookkeeping and accounting firm in Denver, has launched a new consultancy service designed to help local businesses better handle their financial records.

  • If you’re looking for more complex business information, you can also take advantage of unlimited communication with Bench’s in-house research team at no extra cost.
  • Plus stay up to date with real time account data directly in the portal.
  • In addition to basic bookkeeping services, Pilot’s subscription includes several supporting features.
  • Because Bookkeeper360 is easily customizable, it’s a good fit for a wide range of small enterprises.
  • He’s sharp, detail-oriented, and somehow makes business taxes feel less like a root canal and more like a mildly inconvenient paperwork party.
  • Growing businesses can choose the Select package, priced at $849 per month.

pilot bookkeeping reviews

Payment services are provided by Community Federal Savings Bank and https://www.ptmsglobal.com/understanding-insurance-in-trial-balance-debit-or/ Column National Association, to which Nium, Inc. acts as a service provider. Zeni Inc is not licensed, nor exempt to provide any payment services in the US. Although Pilot allows you to completely outsource your bookkeeping, there’s no doubt that these fees are significant and may be more than some small businesses can afford. Pilot can help you transition your books from Xero as part of the onboarding process, but all of its bookkeeping is done in QuickBooks. 🏆 All three tools excel in automating categorization, saving time, and reducing errors.

pilot bookkeeping reviews

Whenever I post questions in our Pilot portal, I hear back quickly, typically within one day. As a finance/accounting professional at a fast-growing startup, it’s great to be able to delegate tasks and manual responsibilities (like categorizing expenses and reconciling bank accounts) to Pilot. I like using their platform because the software is easy to use and makes it easy for me to provide answers to their queries.

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