Running a business is complex. Your finance, tax, and technology decisions ripple through every part of your operation. Finpilot360 brings them under one roof—so you get clarity, compliance, and momentum without building a full in-house team. We’re a virtual professional services firm with deep expertise in finance, taxation, and IT, serving startups and growing companies across the U.S. and Canada.

Our model: finance + IT, working as one

We designed Finpilot360 around four pillars that keep your organization compliant, competitive, and future-ready:

  • Integrated Finance + IT – your accounting, forecasting, and reporting synced with secure, scalable systems.
  • Virtual & Scalable – fractional leaders (CFO/Controller/CTO) and outsourced teams that flex with your growth.
  • Data-Driven Decisions – timely KPIs, board-ready reporting, cash-flow modeling, and scenario planning.
  • Cloud-Based & Secure – modern, protected infrastructure with backup, MFA, and compliance support.

What we deliver (flagship services)

  • Fractional CFO & Controller – strategic planning, budgets & forecasts, investor-ready reporting, and valuation support.
  • Cloud Accounting & Bookkeeping – real-time books, monthly close, KPI dashboards, audit support (QuickBooks, Xero, NetSuite, and more).
  • Financial Consulting & Advisory – pricing and profitability reviews, systems optimization, due diligence, cap table and founder equity planning.
  • Payroll & Benefits Administration – payroll, remittances, W-2, benefits and pensions, multi-jurisdiction structures.
  • Tax Strategy & Compliance (Corporate) – cross-border planning and filing, sales tax/GST/HST, CRA/IRS representation, restructuring.
  • Managed IT & Cybersecurity – help desk, monitoring, assessments, Microsoft 365 management, cloud migration.
  • Tech Stack Implementation & Automation – CRM/ERP integrations (including Dynamics 365), dashboards, and workflow automation. We also leverage Microsoft Copilot where it fits to accelerate analysis and decision-making.

Who we serve

Finpilot360 supports a range of industries where clean financials and resilient systems are mission-critical: SMBs, Real Estate & Property Management, Construction, Manufacturing & Distribution, Healthcare, E-commerce & Retail, Tech Startups, and International & Cross-Border businesses.

How engagement works

  1. Book a free consultation,
  2. Get a tailored strategy, and
  3. Partner with us for ongoing support across bookkeeping, corporate tax, sales tax, and IT. It’s designed to be simple, transparent, and effective.

What makes us different

  • Year-round, subscription-based support (not one-off compliance). Our services start at $450/month, and we don’t offer one-time tax returns outside of a subscription, so we can stay proactive and relationship-driven.
  • Enterprise-grade tools, startup speed. From cloud accounting to Dynamics 365 and modern automation, your stack scales as you do.
  • Values you can feel: Respect, Integrity, Service, Excellence, embedded in every engagement.

Ready to simplify complexity and amplify success?

Book a consultation and let’s design a finance + IT engine that moves your business forward.