(325) 326-5832
One Price.
Everything Included.
Stop managing multiple vendors and getting surprise invoices. Our flat-rate packages bundle the services your business needs — clean books, compliant taxes, and financial clarity — in one predictable monthly or one-time fee.
Pick Your Plan.
Scale as You Grow.
All three plans are flat-rate with no surprise invoices. Start where you are and upgrade as your business grows — your bookkeeper stays the same.
Business Builder
Essentials
Solopreneurs & new businesses · $0–$250K revenue
Flat-rate pricing — no surprise invoices. Everything a growing business needs, nothing you don't.
What's Included- Monthly bookkeeping (up to 150 txns)
- Bank & credit card reconciliation
- Monthly P&L, Balance Sheet & Cash Flow
- 1099 filing (up to 5 contractors)
- Year-end tax coordination
- Secure client portal access
- Email support (48-hr response)
Business Builder
Growth
Growing businesses & LLCs · $100K–$500K revenue
One plan covers books, payroll, AND taxes. Zero need to manage multiple vendors.
Everything in Essentials, Plus:- Accounts payable management
- Accounts receivable & invoice tracking
- Payroll processing (up to 5 employees)
- Payroll tax filing & compliance
- Quarterly tax planning session
- Year-round tax planning
- S-Corp election analysis (1x/year)
- Monthly cash flow report
- Priority email + Zoom support
Business Builder
Scale
$500K–$2M businesses · Multiple staff or entities
Controller-level oversight at a fraction of the cost. Your entire finance function in one flat fee.
Everything in Growth, Plus:- Accrual-basis accounting
- Controller-level oversight & month-end close
- Budget vs. actuals reporting
- Custom KPI dashboard (Looker Studio)
- Monthly financial narrative report
- Quarterly business performance review
- Business tax return preparation (1 entity)
- Monthly advisory call (60 min)
- White-glove priority support
Built for a Specific
Moment in Your Business.
Starting out, catching up, or preparing for a big move? These fixed-fee packages deliver exactly what you need — one project, one price, no surprises.
Tax Season Starter
Self-employed & S-Corp owners · New tax clients
Business + personal taxes handled by one team. No coordination headaches across multiple preparers.
What's Included- Business tax return preparation & filing
- Individual / personal tax preparation
- S-Corp reasonable compensation survey
- Estimated tax calculation for next year
- 1x post-filing strategy call
- Document checklist + secure upload portal
S-Corp Launch Package
LLCs earning $80K–$250K net profit · Reduce SE tax
Most firms charge separately for election, payroll setup, and planning. We bundle it into one clean package.
What's Included- S-Corp election analysis & recommendation
- S-Corp election filing (IRS Form 2553)
- Reasonable compensation survey
- Payroll setup for owner W-2 (3 months)
- Quarterly estimated tax setup
- Accountable plan document
- 1x strategy call post-election
New Business Launch Package
Brand new businesses · TX LLC/Corp formation
Everything you need to open your business financially — in one fixed fee. No hunting for three different vendors.
What's Included- Entity selection consultation
- LLC or Corp formation (filing fees at cost)
- EIN obtainment
- Registered agent services (Year 1)
- QuickBooks Online accounting setup
- Chart of accounts for your industry
- Bookkeeping kickoff call (60 min)
- 1099 contractor setup
Cleanup & Restart Package
Behind on books · Switching bookkeepers · Loan prep
One project, one price — no hourly surprises. Delivered clean and ready for CPA handoff or loan application.
What's Included- Books diagnostic review
- Catch-up bookkeeping (up to 12 months)
- Bookkeeper takeover & transition
- Reconciliation of all accounts
- Corrected P&L + Balance Sheet
- Tax-ready summary for prior year
FP&A Jumpstart Package
$250K–$2M businesses · Preparing to hire, raise capital, or scale
Most businesses at this stage have never seen a real financial model. We deliver four in one engagement.
What's Included- Annual budget development
- 3-scenario what-if financial model
- Revenue forecast by service or product line
- Break-even & pricing sensitivity model
- 1x strategy session to walk through models
- Delivered in Google Sheets (fully editable)
Lender Ready Package
SBA 7(a) applications · Business line of credit
Walk into your bank meeting with a package that answers their questions before they ask them.
What's Included- 3-year financial projections
- Loan use schedule
- Cash flow repayment model
- Historical financials (2 years normalized)
- Lender narrative summary (1-page)
- Delivered in Excel + PDF
Your Entire Finance Team.
Without the Overhead.
For growing businesses that need more than bookkeeping — from outsourced back-office operations to a full fractional finance team.
Back-Office COO Bundle
Businesses with 2–15 employees · Founders buried in admin
Matches Pilot's COO plan head-to-head — with TX-specific compliance and human-first service.
Starter $500/mo · Standard $750/mo · Premium $1,200/mo- Payroll processing (up to 5 employees)
- Accounts payable management
- Accounts receivable / invoice tracking
- Expense reimbursement management
- Standard: + HR & benefits, banking support
- Premium: + multi-state payroll, monthly ops review
Fractional Finance Team
$1M–$5M revenue · Investor-backed · Need CFO + Controller + FP&A
The entire finance function — CFO, Controller, FP&A — at a fraction of full-time cost. Scales with your business.
What's Included- Fractional CFO (up to 8 hrs/mo)
- Controller-level oversight + month-end close
- Budget vs. actuals + monthly variance report
- Rolling 12-month forecast
- Cash flow forecasting & management
- Custom KPI dashboard (Looker Studio)
- Quarterly business performance review
- Year-round tax planning
- Priority support — direct CFO access
R&D Tax Credit Service
Tech, energy, biotech, software · Any business improving products
Zero-risk — you only pay if you save. Our EA credential means we fight for you through any IRS audit.
What's Included- R&D eligibility assessment (free)
- Qualifying expense identification
- Forms 6765, 8974, and 941 preparation
- State-level R&D credits (33 states)
- Audit-ready technical documentation
- Annual credit maximization review
- IRS audit support if needed
Which Plan Is Right for You?
All three Business Builder plans include flat-rate pricing with no hourly surprises. Here's what's in each.
| Feature | Essentials $497/mo |
GrowthMost Popular · $997/mo | Scale $1,997/mo |
|---|---|---|---|
| Monthly bookkeeping | ✓ | ✓ | ✓ |
| Bank & credit card reconciliation | ✓ | ✓ | ✓ |
| P&L, Balance Sheet & Cash Flow | ✓ | ✓ | ✓ |
| 1099 filing (up to 5 contractors) | ✓ | ✓ | ✓ |
| Accounts payable management | — | ✓ | ✓ |
| Accounts receivable tracking | — | ✓ | ✓ |
| Payroll (up to 5 employees) | — | ✓ | ✓ |
| Year-round tax planning | — | ✓ | ✓ |
| S-Corp election analysis | — | ✓ (1x/yr) | ✓ (1x/yr) |
| Accrual-basis accounting | — | — | ✓ |
| Controller-level oversight | — | — | ✓ |
| Budget vs. actuals reporting | — | — | ✓ |
| Custom KPI dashboard | — | — | ✓ |
| Business tax return (1 entity) | — | — | ✓ |
| Monthly advisory call (60 min) | — | — | ✓ |
| Monthly Price | $497/mo | $997/mo | $1,997/mo |
| Get Started → | Get Started → | Get Started → |
Not Sure Which Package Is Right?
Book a free Discovery Call — we'll assess your situation and recommend the right plan or package for your business. No commitment, no cost.
📅 Book My Free ConsultationFree · No commitment · Individuals & businesses in all 50 states