When to Bring Up Pilot
The best moment to introduce Pilot is when a client mentions any of these:
- "Our books are a mess" or "We need to clean up our financials"
- "We're raising a round and investors want clean financials"
- "We're spending too much time on bookkeeping"
- "Our CPA only shows up at tax time"
- "We need help with tax planning"
The Talk Track
"I actually work with a company called Pilot that handles this exact thing — they're the #1 bookkeeping service for startups. They pair you with a dedicated US-based bookkeeper and give you real-time financial dashboards. A lot of my clients have switched to them and it's been a game-changer. Want me to make an intro?"
Key Points to Hit
01
Credibility
"3,000+ businesses use Pilot. They're backed by Sequoia and rated #1 on G2."
02
Low Risk
"It's month-to-month, no long-term contract. If you don't love it, you can cancel anytime."
03
All-in-One
"They do bookkeeping, tax, and even CFO services — so everything is under one roof."
04
Easy to Start
"Onboarding takes about 2 weeks. They handle the migration from your current provider."
Handling Objections
"That's great — but are you getting real-time dashboards, integrated tax prep, and strategic CFO advice? Pilot does all that, and switching is seamless."
"Starting at $169/month, it's actually cheaper than hiring even a part-time bookkeeper. And you get a full team, not just one person."
"Most founders say that — until tax time hits and their books are 6 months behind. Pilot prevents that stress and frees up hours every week."