Partners
Tailored financial strategies for SaaS, professional services, and more.
Founder-led professional services with recurring revenue or scale ambitions. Project profitability, cash flow forecasting, and systems built with SaaS-level financial discipline.
Revenue-generating SaaS and tech companies. ARR/MRR tracking, runway and burn modeling, ASC 606 support, and board-ready financial reporting.
Mission-driven organizations operating with modern, systems-driven finance. Grant tracking, fund accounting, and audit-ready reporting with SaaS-level rigor and transparency.
From solo practices to multi-location DSOs, we understand the unique financial complexities of dental—insurance reconciliation, production tracking, and practice valuations.
Trust accounting, partner distributions, matter-based billing, and compliance. We help law firms maintain impeccable financial records and maximize profitability.
Medical practices, clinics, and healthcare organizations. Revenue cycle support, payer reconciliation, and compliance-focused financial management.
Inventory accounting, multi-channel revenue tracking, sales tax compliance, and cash flow management for online retailers.
Property accounting, lease management, CAM reconciliations, and investor reporting for property managers and developers.
Cost accounting, inventory valuation, job costing, and production analysis for manufacturers and distributors.
Real results from businesses like yours.
"ProfitPilotCFO transformed our messy books into investor-ready financials in just six weeks. Their attention to detail and strategic thinking helped us close our Series A with confidence."
"As a dental practice, our finances were complex. ProfitPilotCFO understood our industry and built systems that keep us compliant and organized. Complete peace of mind."
"Their experience with non-profit accounting was exactly what we needed. Form 990 prep, grant tracking, board reporting—they handle it all so we can focus on our mission."
"Having a fractional CFO gave our law firm the financial leadership we needed without the full-time cost. Sharp, responsive, and genuinely invested in our success."
Fundraising supported across client portfolio
Average time to audit-ready financials
Cost savings vs. full-time CFO hire