Pilot’s leading team of US-based experts, supported by elegant software, delivers world-class bookkeeping, tax, and CFO services trusted by growing businesses like yours. Let Pilot focus on your financials, so you can focus on your business.

Accounting

Finance

Information Technology

Software

Pilot

Pilot's headquarters in San Francisco, CA, United States

Waseem Daher

Lisa Sanchez

Cole Levin

Ryan Werffeli

Kristen Shimada

Federico Ruiz-Reyes

Allie Nolan

Yi Jean Lim

Mariana Antcheva

Ashley Schagrin

Lance Gonzalez

Jessica McKellar

The Finance and Operations team at Pilot is dedicated to providing comprehensive financial management solutions, including bookkeeping, tax services, and strategic financial planning. They leverage their expertise in SaaS and Web3 to guide growing businesses in optimizing financial processes, managing accounts payable, and delivering fractional CFO services. This team ensures that clients have accurate financial data and insights, enabling them to make informed business decisions while focusing on their core operations.

Finance and Operations

The Product Development team at Pilot is responsible for designing and enhancing innovative software solutions that streamline bookkeeping, tax, and CFO services. Comprised of software engineers, product managers, and designers, the team collaborates to ensure the software is user-friendly and meets the evolving needs of growing businesses, ultimately driving operational efficiency and customer satisfaction.

Product Development

The Sales and Customer Success team at Pilot is dedicated to driving revenue growth and enhancing client satisfaction. They engage potential clients through strategic sales initiatives, streamline onboarding processes for new customers, and ensure ongoing support and relationship management to optimize the client experience. Through collaboration and expert guidance, this team empowers businesses to effectively leverage Pilot’s financial services.

Sales and Customer Success

The Leadership Team at Pilot is responsible for setting the strategic vision and direction of the company, overseeing operations, and fostering a culture of innovation and excellence. Comprising co-founders and key executives including the CEO, COO, CTO, and CFO, the team aligns financial and operational goals to ensure the company's growth and the delivery of top-tier bookkeeping and financial services to clients. Their collective expertise drives Pilot's mission to empower businesses to thrive by managing their financial complexities.

Leadership Team

The Technology and Data team at Pilot drives innovation and efficiency by developing and maintaining the company's software infrastructure and data systems. Led by the Co-founder & CTO, this team ensures seamless bookkeeping, tax, and CFO services through advanced technology solutions, while leveraging data to enhance operational performance and strategic decision-making. Their collaborative efforts support Pilot's mission to empower growing businesses with reliable financial management tools.

Technology and Data

The Marketing and Strategy team at Pilot is responsible for developing and executing innovative strategies to enhance brand visibility, drive demand generation, and optimize customer engagement. By leveraging market insights and coordinating events, they ensure that Pilot's financial services resonate with target audiences, ultimately supporting business growth and customer success.

Pilot

Org chart

Teams

Finance and Operations

Product Development

Sales and Customer Success

Leadership Team

Technology and Data

Marketing and Strategy

Offices

Pilot

Org chart

Teams

Finance and Operations

Product Development

Sales and Customer Success

Leadership Team

Technology and Data

Marketing and Strategy

Offices

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