We´ve got your back (office).

Unlike most accounting firms that claim to offer comprehensive financial services, we’ve actually done it all before. We are a skilled team of operators, accountants, investors, lenders, and finance experts. With decades of collective experience, we have built and led teams, invested billions of dollars, raised capital, turned around businesses, scaled operations, and grown businesses several times over. Our advisory network includes multiple billionaire family offices, successful entrepreneurs, private equity investors, publicly traded company executives, and a former state governor. Recognizing the diminishing supply of high-quality financial services, we came together to level the playing field for the backbone of our economy—small businesses and entrepreneurs.

We take our values seriously—trust, partnership, ownership, thoughtfulness, and relentless pursuit—and combine them with our blue-chip network and industry-leading expertise. Add that to our technology-forward strategy, and you get the best of both worlds: a true expert with tremendous knowhow dedicated to your success, paired with access to Pillar’s latest proprietary technology. Financial expertise should be accessible to businesses of all stages—not just Wall Street. We are building the leading edge of innovation to leverage our experience and execute that vision.

The private capital industry is expanding rapidly, making it more accessible for businesses of all sizes. However, private capital often comes with significant strings attached. As with any investor, you should ensure there is a deep level of trust, alignment, and understanding regarding your business. We can help prepare your financials and business metrics to be “investor-ready” and serve as the primary point of contact with your lawyers and internal teams. We’ll ensure you secure the best terms, capital, and partners to meet your business needs.

We love small businesses and startups! These are often at stages where outsourcing is the most practical solution. While we are industry-agnostic, our expertise is strongest in SaaS, e-commerce, restaurants, retail, real estate, agencies, and professional services.

Our team begins with an initial consultation to understand your business goals, challenges, and needs. Based on this understanding, we recommend a tailored set of services.

Bookkeeping involves recording daily financial transactions, such as sales, expenses, and payments. Accounting focuses on analyzing, summarizing, and reporting financial data to support decision-making and compliance. CFO services address strategic financial needs, including financial projections, scenario modeling, budgeting, capital structure analysis, capital raising, and investor reporting.

If you’ve ever wondered about your business’s cash flow needs or how to adapt to changing costs, a fractional CFO can provide valuable insights on a part-time basis. They can assist with strategic planning, scenario modeling, capital raising, cash flow management, and scaling your business—all without the expense of a full-time CFO.

We hit the ground running. Within the first 30 days, we review and set up optimal ERPs, analyze your books, and develop short-term and long-term roadmaps tailored to your business plan.

Yes, we believe in seamless integration with all our clients nationwide. That’s why we leverage the best digital productivity, security, and communication tools for effective collaboration.

Absolutely! We’ve led finance teams from pre-revenue startups to multi-billion-dollar platforms. We lay the foundation by implementing sound bookkeeping practices and build advanced capabilities as you scale. If you need growth capital, we’ve done that too, to the tune of a few billion dollars in equity and debt. We love seeing our clients grow, and we’re built to grow with you seamlessly.

We specialize in implementing and optimizing well-established accounting software like QuickBooks, Xero, and NetSuite. While we avoid using early-stage SaaS products for critical functions, we have a carefully vetted financial software “tech stack” that we tailor for each client.

While cash basis accounting is sufficient for some businesses, at some point, switching to accrual basis may become necessary. We can help record your revenues and expenses accurately to address potential complexities, providing clear financial performance and insights. If you have investors or lenders, or are seeking to raise capital, external stakeholders will love you for having this in place.

Absolutely! We love helping our clients as early as possible. We believe that today’s finance tech stack is strong enough that most early-stage companies don’t need significant external help right away. Unlike our competitors that charge full price as early as they can, we’ll provide you with the best practices and set you up with the essentials, and check in along the way. Sure, it’s not in our business interest, but it’s the right thing to do.

Since financial operations need to run year-round for the best results, most of our services are offered through monthly and annual subscription plans, except for non-recurring custom and special projects.

Yes, accurate tax planning is part of any business’s financial excellence. We can be as light-touch as just filing returns, or as involved as providing year-round tax planning to minimize your taxes owed and maximize credits. We also conduct R&D tax credit studies and help you stay ahead of the curve on other tax topics relevant to your industry.

While we specialize in business taxes to ensure optimal tax efficiency and compliance, we also provide tax preparation and planning services for businesses and their owners upon request.

Finance and compliance become more complicated every year (trust us, we’ve been through it all). Whatever comes your way related to finance and operations, we can help. For example, one of our clients was approached by a private equity firm, and we helped them navigate the process with all the tricks of the trade. Our bespoke solutions range from ERP optimization, investor reporting, capital raising, transaction advisory, setting internal processes and controls, HR compliance, and more.