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Offers (2)

New customers
JPM | 10% off CFO Services

The Budget & Forecast Model for every plan includes:

  • Fully customized financial model, including: Profit & Loss, Balance Sheet, and Cash Flow
  • Budget vs actuals
  • Headcount & compensation plan
  • Scenario planning (base case, bear case, bull case)
  • Industry-specific KPI dashboard

New customers
JPM | 20% off Pilot Essentials or Core for six months

Best for: Startups and growing businesses that rely on books to make operational decisions. Get detailed insights and reporting that your partners, lenders, and investors expect.

Basic Info

Pilot handles accounting, tax, fractional CFO & COO to support startups and small businesses across a wide range of industries from tech and eCommerce to professional services and consumer brands.

Why work with us

  • Modern bookkeeping and tax for growing companies. We specialize in supporting founders and operators from Pre-Seed - Series B startups to small businesses, delivering accuracy, clarity, and insight at every stage.
  • Expert finance, powered by software. Our dedicated finance team uses automation to eliminate common errors and integrates seamlessly with tools like QuickBooks, Brex, Gusto, and Stripe.
  • Scale with strategic finance guidance. When you’re ready, our CFO team can help with budgets, fundraising strategy, and ongoing consulting.
  • Extend your runway. We’ll help you claim your R&D tax credit (up to $250K or more) and handle the full process—from calculation to IRS documentation.
  • US-based support that knows your business. You’ll work with a dedicated expert who understands your books and your goals.

Brochure

Video

Company focus

Services

Accounting

Industries

Biotechnology
Computer Hardware
Computer Software
Consumer Goods
Consumer Services
E-learning
Information Technology and Services
Venture Capital & Private Equity
Apparel & Fashion
Architecture & Planning
Banking
Computer Games
Computer & Network Security
Cosmetics
Design
Entertainment
Financial Services
Food & Beverages
Fund-Raising
Legal Services
Leisure, Travel & Tourism
Logistics and Supply Chain
Luxury Goods & Jewelry
Marketing and Advertising
Medical Devices
Nanotechnology
Packaging and Containers
Retail
Semiconductors
Sports

Social Media

Startup Offers for J.P. Morgan Innovation Economy Clients

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