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← Back to Top 12 Bookkeepers in Online and Remote (2026)Pilot
Evidence Score 58/100 at 83% evidence coverage 8 of 12 on the Online and remote providers list How the score works
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Publishes prices
- Local or remote?
- Not verified
- Software?
- QuickBooks Online, Shopify, Amazon, WooCommerce
Who they say they serve: professional services, creative agencies, small businesses, consulting firms, startups (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 4 of 5 core services; publishes prices.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Pilot | home page | |
| Website | https://pilot.com/ | home page | |
| Office locality | San Francisco, CA | /about | |
| Service area | United States (stated by the firm) | /bookkeeping | |
| Offers bookkeeping | Documented: Pilot: Bookkeeping & Accounting Services for Startups & Small Businesses Learn about Meridian. The AI... | home page | |
| Monthly bookkeeping | Documented: ...have deep expertise in the tools you use, and leverage integrations to ensure that your monthly bookkeeping process is effortless. Your all-in-one accounting partner We have... | /bookkeeping | 8 pts (max 8) |
| AP / AR | Documented: ...business structures Custom workflows and reporting Reports on the 6th business day Full accounts receivable Full accounts payable Payroll administration CFO advisory, financial... | /pricing | 4 pts (max 4) |
| Payroll coordination | Documented: ...every Pilot CFO engagement starts with. EXPLORE BOOKKEEPING Outsourced Operations Payroll, AP/AR, vendor management, and expense operations. For founders who need finance and... | /cfo-services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...items needed to finalize your books every month. Accurate Books We deliver monthly P&L, Balance Sheet, and Statement of Cash Flow reports that offer insight into your company’s... | /bookkeeping | 6 pts (max 6) |
| Industries served (documented) | professional services, creative agencies, small businesses, consulting firms, startups, consumer goods & retail, accounting firms, health & life sciences, franchises, law firms | home page | 5 pts (max 5) |
| Software supported | QuickBooks Online, Shopify, Amazon, WooCommerce | /faq | 5 pts (max 5) |
| Pricing approach published | Publishes prices: "Essentials $99 /month Up to $100,000 in monthly expenses" | /pricing | 6 pts (max 6) |
| What is included / excluded | Documented: ...books. AI categorizes transactions, reconciles accounts, and closes books monthly. What's included: Cash-basis bookkeeping using data from your bank and credit cards Standard... | /pricing | 5 pts (max 5) |
| Onboarding described | Documented: How Our Bookkeeping Solutions Work Personalized Onboarding Your dedicated team learns your business and connects to your financial data sources | /bookkeeping | 4 pts (max 4) |
| Reporting cadence stated | Documented: We deliver monthly P&L, Balance Sheet, and Statement of Cash Flow reports | /bookkeeping | 4 pts (max 4) |
| Communication channel / process | Documented: ...make better decisions as you grow. With Pilot’s bookkeeping services, startups get a dedicated team that handles monthly closes, categorization, and reporting, so you always know... | /bookkeeping | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 25, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /terms/privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 12 pages of the firm's own site on 2026-09-25 (Firm's own website): Catch-up / cleanup (0 pts, max 5).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'Pilot' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched Xero's advisor directory for 'Pilot' on 2026-09-25; no listing for this firm (Software advisor directory): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'Pilot' in San Francisco, CA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Phone; Local / remote model stated (0 pts, max 3); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 18 of 22 evidenced items come from Pilot's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.