Integrated Financial and Technology Services

    At Finpilot360, we helps businesses simplify operations, reduce overhead, and gain clarity through outsourced, fractional, and virtual services. Our experts work as an extension of your team to deliver strategic support across finance, technology, and compliance.

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Service Packages

Flexible Accounting Plans
for Every Stage of Growth

Essentials (Starter Plan)

Best for Small businesses needing core compliance and reporting.

Includes :

  • Monthly financial statements & reconciliations
  • Basic bookkeeping
  • Payroll administration
  • Quarterly corporate tax filings
  • Standard IT support
Popular Package

Growth

Best for SMBs ready to scale with strategic finance & IT support

Includes Everything in Essentials, PLUS:

  • Fractional CFO advisory
  • Monthly cash flow forecasting & KPI dashboards
  • Corporate tax strategy sessions
  • Advanced IT security monitoring & backups
  • Sales tax compliance
  • Quarterly business performance review call

Enterprise (Full Virtual Executive Team)

Best for High-growth companies needing full financial & tech leadership.

Includes Everything in Growth, PLUS:

  • Dedicated CFO & Controller support
  • Weekly performance & budget tracking
  • Multi-entity consolidation & reporting
  • Custom ERP & CRM integration (Dynamics 365)
  • Cybersecurity audits & penetration testing
  • Priority support
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Fractional CFO and Controller Services

Strategic Finance Leadership Without the Full-Time Cost.

Get executive-level insights for a fraction of the investment. We provide on-demand CFOs and Controllers who support you with long-term planning, reporting, investor relations, and financial strategy.

Services Include:
  • Financial forecasting and budgeting
  • Cash flow strategy
  • Investor-ready reporting
  • Business model analysis
  • Financial health diagnostics
  • Exit planning and valuation support
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Cloud Accounting
Cloud Accounting
Cloud Accounting and Bookkeeping

Stay Compliant, Organized, and in Control with Tailored Cloud Based Accounting Solutions.

We deliver real-time, cloud-based accounting support customized to your industry, growth stage, and reporting needs. Whether it’s daily transactions or monthly close, we ensure clean books and timely insights.

Services Include:
  • Cloud bookkeeping (QuickBooks, Xero, NetSuite, etc.)
  • Monthly reconciliation and close
  • Chart of accounts setup
  • Financial statement prep
  • KPI dashboards
  • Audit support
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Financial Consulting and Advisory

Solve Complex Problems with Clarity and Confidence.

From pricing strategy to financial systems design, our consultants help you make better decisions backed by actionable data and years of cross-industry expertise.

Services Include:
  • Cost analysis and profitability reviews
  • Systems optimization
  • Strategic business consulting
  • R&D tax credit assistance
  • Financial due diligence
  • Cap table modeling and founder equity planning
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Payroll illustration
Payroll illustration
Payroll and Benefits Administration

Solve Complex Problems with Clarity and Confidence..

We manage your payroll from end-to-end, ensuring compliance, accuracy, and peace of mind. We also support health plans, pensions, and cross-border payroll structures.

Services Include:
  • Payroll processing (Canada and U.S.)
  • Government remittances and T4/W-2 prep
  • Employee onboarding and offboarding
  • Pension and retirement plan setup
  • Benefits administration (health, dental, insurance)
  • Multi-jurisdiction payroll
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Tax Strategy and Compliance

Reduce Liabilities. Maximize Opportunities. Stay Compliant.

We offer corporate tax planning and filing services that align with your business goals. From startups to international firms, our tax professionals help you navigate complexity with confidence.

Services Include:
  • Corporate income tax filing (Canada and U.S.)
  • Cross-border compliance
  • CRA/IRS representation
  • Sales tax registration and filing (GST/HST, VAT, State Tax)
  • Entity restructuring and optimization
  • Tax audit preparation
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Outsourced IT and Cybersecurity illustration
Outsourced IT and Cybersecurity illustration
Outsourced IT and Cybersecurity

Tech You Can Trust. Security That Scales.

Our IT services keep your systems secure, your staff productive, and your infrastructure aligned with your goals. Whether you need a fractional CTO, security audit, or help desk we’ve got you covered.

Services Include:
  • Managed IT services
  • Fractional CTO services
  • Cybersecurity assessments
  • Network monitoring and support
  • Microsoft 365 and Teams management
  • Cloud migration and optimization
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Tech Stack Implementation and Automation

Unify Your Operations. Automate Your Success.

We design, implement, and integrate the right digital tools — from accounting platforms to CRM systems. Streamline operations and unlock the power of automation.

Services Include:
  • Accounting system setup and migration
  • Workflow automation (Zapier, Power Automate)
  • CRM, ERP and app integrations
  • Custom dashboards
  • Cloud storage and access control
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Who We Work With

We Serve Clients Across Multiple Industries.

including:
  • SMBs
  • Construction and Real Estate
  • Healthcare
  • E-commerce and Retail
  • Tech Startups
  • Manufacturing and Distribution
  • International and Cross-border firms

Visit our Industries page to learn how we tailor services to your field.

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Financial planning illustration
Financial Consultation

Expert Accounting and Business Advisory to Accelerate Your Growth

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