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Grow a More Profitable Business With Bookkeeping and Tax Strategy Built for Small Business Owners
Profit Pilot helps entrepreneurs take control of their books, reduce taxes, increase cash flow, and build a healthier business today—so you can eventually exit on your own terms.
Why Work With Profit Pilot?
Because most bookkeepers just enter transactions.
We help you build a more profitable business.
We give small business owners something they rarely get:
clear books, real tax planning, and a strategy for increasing profit year after year.
Here’s the difference:
We don’t hand you reports and wish you luck
We do help you find tax savings you’re currently missing
We do show you how to increase cash flow quickly
We do help you understand your numbers so you can make better decisions
We use modern, automated systems, not spreadsheets and guesswork
We bring a business-owner mindset, not an accountant mindset
We help you plan for your eventual exit, even if it's years away
You’re not looking for someone to “do your books.”
You’re looking for someone who helps you make more money.
That’s what we do.
We Specialize in Service-Based Small Businesses
Profit Pilot supports the types of businesses that need clean books and strong tax strategy, not corporate-level complexity.
Our ideal clients include:
Contractors & construction trades
Home service providers
Solo entrepreneurs
Marketing agencies & freelancers
Health, wellness, and beauty professionals
Local service businesses
Consultants and coaches
We proudly serve Austin, Leander, Cedar Park, Round Rock, and Georgetown, with clients expanding statewide.
If your business runs on hustle, service, and reputation—we’re the financial partner you’ve been missing.
Our Services
We don’t just keep your books clean—we help you use your numbers to build a stronger, more profitable business.
Profit Pilot gives you the financial clarity, tax strategy, and advisory support you need to grow with confidence.
Monthly Bookkeeping
Accurate, organized, tax-ready books every month—powered by modern tools and simple workflows. You always know exactly where your business stands.
Catch-Up & Cleanup Bookkeeping
Behind on months (or years) of bookkeeping? We’ll get everything caught up, corrected, compliant, and ready for tax planning.
Profit First Consulting
Stop wondering where your money goes. Start taking home profit intentionally. We build and support your Profit First system so it actually works.
Business & Personal Tax Preparation
Tax prep designed for small business owners—not cookie-cutter filings. We make sure your books and tax strategy work together.
Strategic Tax Planning
Year-round tax planning for your business or personal taxes. Whether we are helping you to create a tax free retirement or improve your business' tax situation, we think ahead so you’re never surprised..
Cash Flow Strategy & 7 Levers Profit Acceleration
Grow profit without working harder. We help you identify the small levers that create big financial wins in your business. With our Proprietary Seven Levers Profit Strategy (tm) we help you build the business you always wished you had.
About Profit Pilot Tax & Financial Services
Profit Pilot was created with a simple mission:
Most business owners don’t start companies because they love bookkeeping and taxes.
(If they did, the world would look very different.)
They start because they’re talented, passionate, and great at serving their customers.
But eventually the numbers catch up… and that’s where things usually fall apart.
After decades of running businesses and working with entrepreneurs, I realized something:
Small business owners don’t need another accountant—they need a financial partner.
Profit Pilot exists to give business owners clarity, confidence, and direction.
No guesswork. No jargon. No surprises at tax time.
My Background (Jeff here)
I’ve spent over 30 years as a business owner, wealth advisor, retirement planner, and profit strategist. I’ve worked with hundreds of entrepreneurs across industries—from solo consultants to contractors to local service companies.
Along the way, I saw the same pattern: when you clean up the books, plan taxes proactively, and focus on profitability… everything changes.
So Profit Pilot was born from a simple idea:
Give small business owners the tools and support they need to build profitable, sustainable businesses—and eventually walk away on their own terms.
When you work with us, you’re not just hiring a bookkeeper.
You’re getting a partner who’s in the trenches with you.
Our Mission
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Our Philosophy
We believe small business owners deserve more than compliance—they deserve clarity, confidence, and a financial partner who helps them grow. Profit isn’t an accident; it’s the result of clean books, smart tax planning, and intentional strategy. Our philosophy is simple: when you understand your numbers, you can change your future.
Our Promise
We promise to treat your business like it matters—because it does. We communicate clearly, keep your books accurate, plan your taxes proactively, and always focus on increasing your profitability. No jargon. No judgment. Just real support that helps you make better decisions every day.
Our Guarantee
We guarantee you’ll always know where your business stands financially. You’ll get clean books, transparent reporting, and guidance you can trust. And if something doesn’t make sense, we’ll explain it until it does. Your success is the only measure that matters.
Our Blogs
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Frequently Asked Questions
Q:
What types of businesses do you work with?
We specialize in solo entrepreneurs, contractors, trades, and service-based businesses. If you run a small business and want clean books, lower taxes, and higher profit, you’ll fit right in here.
Q:
Do I have to be located in Austin to work with you?
.No. While we proudly serve Austin, Cedar Park, Leander, Round Rock, and Georgetown, we work with businesses across Texas and nationwide. Everything we do is digital, secure, and easy to use.
Q:
What makes Profit Pilot different from other bookkeeping or tax firms?
Most firms focus only on compliance—we focus on profitability. You get modern bookkeeping, proactive tax planning, and real advisory support using the Profit First system and the 7 Levers Profit Framework.
Q:
Do you offer tax planning or just tax preparation?
We do both. Tax prep handles what happened last year. Tax planning helps you reduce what you owe going forward. We work year-round to help you keep more of what you earn.
Get in touch with us
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737-808-2704
1320 Arrow Point Dr Ste 501 Office 2, Cedar Park, TX 78613
Monday - Friday, 9:00 am - 4:00 pm
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Profit Pilot Tax & Financial Services offers bookkeeping, tax preparation, tax planning, Profit First consulting, and Virtual CFO services for small businesses in Austin and throughout Texas. We focus on profitability, cash flow, and long-term financial strategy. Disclaimer: Any tax advice provided is not intended or written to be used for the purpose of avoiding penalties under the Internal Revenue Code (Circular 230).
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Contact Us
737-808-2704
1320 Arrow Point Dr, Ste 501, Office 2, Cedar Park, TX 78613
- Monday - Friday, 8:00 am - 5:00 pm
© Copyright 2025. Profit Pilot Tax and Fianncial Services LLC. All rights reserved.