Your bookkeeper handles all reconciliation and monthly reporting, and works with you to get everything set up with QuickBooks Online and integrate with other business software you may use. Select plan receives priority support, expedited bookkeeping delivery and recurring monthly phone reviews. Let’s discuss your specific growth challenges and financial strategy. Get clarity on cash flow, hiring decisions, and scaling complexity.

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But if you’re planning to scale, accrual is the way to go. It shows the full picture of what you’re owed and what you owe, which matters more than you’d think. Accrual-basis, on the other hand, recognizes revenues and expenses when they’re incurred. If you send an invoice due in 30 days, that revenue is recorded when you send the invoice (instead of when it’s paid).

What our customers are saying

Companies report significant time savings on accounting tasks with Pilot. However, users note some operational challenges, including delays in monthly closing processes and potential gaps in financial insights for several weeks after each month ends. Users must add Pilot as an accounting firm in QuickBooks Online, ensuring data portability if they later switch services. The platform also supports migrating clients from Xero to QuickBooks Online during onboarding, facilitating collaboration with financial professionals.

What Houston business owners ask us most

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. Plans for Pilot Bookkeeping pilot bookkeeping start at $599 per month for businesses with less than $30,000 in monthly expenses. If you want to upgrade to the Select plan at this level, your price starts at $849 per month.

• Bench did briefly shut down in December of 2024 but was then suddenly acquired.
• Access insightful forecasts and collaborate on strategic moves, leveraging our extensive experience with hundreds of companies like yours.
• You can purchase Pilot bookkeeping as a core plan, accessing a specialist expert to help you and your financials.
• Xero is a cloud-based accounting platform designed for small to medium enterprises.

Bench vs. Pilot: A comprehensive comparison for business owners

• Business owner was personally pulling and analyzing every financial number, running bookkeeping and KPI analysis—becoming the bottleneck preventing growth focus.
• Core is the basic bookkeeping plan Pilot offers and is recommended for pre-revenue companies.
• Our experienced CFOs can assist with strategy, pitch narrative and deck development, financial and market analyses, and more.
• With Pilot, you can say goodbye to the tedious and time-consuming task of managing your books and focus on what truly matters—growing your business.
• Pilot CFO services have helped us clean up our finances, look at the big picture, and put into context every financial decision we make.

You get a team that’s always ready to support your next move. Bookkeeping services typically include a range of core financial management tasks that help ensure your business stays organized, compliant, and ready to scale. An individual bookkeeper, a firm, or a hybrid software-backed provider like Pilot may offer these services. The integration process was just as smooth, and I have to say, I am loving the client portal so far. The ease of finding relevant reports and interacting with my bookkeeper to ensure we’re accounting for the nuanced transactions properly has far exceeded my expectations.

Pilot + Mosey: Your Complete State Tax Filing Solution

Though costly, they can help you build your staff if you can’t find your own CFO or if you’ve not yet reached the point where you can afford to hire one in-house. These reports are different from what you’d see in your QuickBooks Online account. Each question has its own thread, so you can easily track which Accounting for Marketing Agencies questions you’ve answered. If there are any questions about anything, the Pilot team will ask you about it. You can also change the categorization if you don’t believe it’s right.

How to Evaluate an R&D Tax Credit Provider: 3 Questions to Ask

• In comparison, competitors offer support that is more readily available.
• You get responsive, reliable financial help—without the overhead of an in-house team.
• Dallas has a strong presence in real estate, logistics, healthcare, financial services, and tech—and we’re built to support businesses across all of them.
• In this review of Pilot, I’ve followed SMB Guide’s detailed criteria for evaluating the bookkeeping software.
• Moreover, your bookkeeper is available to answer any questions, offer financial best practices and serve as a partner to your business.
• The Core package will provide expert support and world-class advice for your business.
• Pilot gives you clear financials that help answer critical questions—like when to hire or how much you’re really spending on growth.

Pilot uses automated tools like Reviewbot to perform initial checks on financial transactions for enhanced accuracy. The Zeni Business Credit Card is currently available to eligible Zeni customers by invite only. The Zeni Business Credit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa credit cards are accepted. Pilot’s features are sufficient for basic QuickBooks bookkeeping, but they lack the depth and flexibility a business owner with more complex financial needs may require.