Pilot Management Group
5.0 stars · 11 reviews · Serves Nationwide · Specializes in Digital Nomads, HENRYs (High Earners, Not Rich Yet), High Net Worth Individuals
We provide the financial structure, strategy, and insight growing businesses need to make confident, data-driven decisions.
Services
- Accounts Payable/Receivable
- Bookkeeping
- Budgeting & Forecasting
- Business Tax Preparation
- Cash Flow Management
- Individual Tax Preparation
- Tax Planning & Strategy
- Tax Preparation
Pricing
- Bookkeeping & Controller Services — $500–$2,000 monthly
- Accounting System Cleanup — $2,000–$12,000 per project
- Tax Preparation & Planning — $250–$2,000 per project
- Fractional CFO Services — $3,000–$5,000 monthly
Reviews
Delainie Wheeler
5 stars
2025-11-04T03:21:53.423+00:00
Working with Kellan has been a great experience. She is thorough, patient, and always willing to answer questions in a way that makes you feel informed rather than overwhelmed. She is so knowledgable and transparent, and I can tell she has a genuine desire to help. I feel so supported and understood every step of the way. I couldn’t recommend her more.
Mari Milenkovic
5 stars
2025-11-03T17:37:57.195+00:00
Kellan is a fantastic partner, and I sincerely recommend her to other business owners. She is thoughtful, thorough, and truly gets to know your business so her recommendations are always grounded in your specific goals. She responds quickly, communicates clearly, and approaches every conversation with genuine care. I’m so grateful to have a financial partner like her in my corner.
Nicolette VanBaalen
5 stars
2025-11-03T15:02:17.239+00:00
Kellan is fantastic to work with. She’s knowledgeable, reliable, and makes everything feel easy. We first started working with her back in 2014 for our personal taxes, and when we launched our business in 2015, choosing her to handle that side of things was a no-brainer. She takes the time to explain everything clearly and somehow makes tax season almost stress-free. I recommend her to all of my clients because she truly goes above and beyond.
Kaeyla Willis
5 stars
2025-11-02T18:51:18.141+00:00
The Pilot Management Group has truly been a valued and trusted expert when handling my accounting! I became a client in 2018, based on a referral from a friend, and I'm so glad I did. Pilot Management Group has been around for my move to Tennessee and back to Michigan. I feel more confident starting and growing a business, knowing that PMG will help me stay on top of taxes and accounting.
Alexis Alexander
5 stars
2025-11-01T17:43:33.996+00:00
PMG assisted two local nonprofits at a reasonable rate. They are both current with IRS required filings and now have systems in place to make annual reporting less painful for their volunteer boards. No matter the size of the job - PMG assists with getting financial processes in order in a professional manner!
april janelle HOLMES
5 stars
2025-11-01T01:33:02.137+00:00
My experience has been exceptional and easy. I trust her work so much that I even referred my parents to her and my mother cannot stop singing her praises
Valerie Pilot
5 stars
2025-10-31T22:09:05.503+00:00
Outstanding Service and Expertise! Pilot Management Group has been an incredible partner to Oasis Project since our establishment in 2023. Their team has handled our taxes with professionalism, accuracy, and care, making the entire process smooth and stress-free. They take the time to explain complex details, ensure everything is filed correctly, and always go above and beyond to keep us compliant and confident in our financial operations. We truly appreciate their reliability, responsiveness, and commitment to excellence. I highly recommend Pilot Management Group to any nonprofit or business looking for a knowledgeable and trustworthy financial partner. — Oasis Project
Holly Nielsen
5 stars
2025-10-31T20:17:37.961+00:00
I am very impressed with Kellan’s expertise and customer service. She is very responsive and her work is accurate. It is a pleasure to work with her.
Alecia G
5 stars
2025-10-31T19:53:41.999+00:00
Kellan has been a great asset to our business. Her services are top notch and response time is fast! I would recommend to anyone needing tax preparation and/or bookkeeping services!
Malika Williams
5 stars
2025-10-31T18:09:30.114+00:00
Great experience! Very professionally and willing to go above and beyond to help others. Always willing to provide resources
Brianna Dial
5 stars
2025-10-31T17:26:41.068+00:00
My experience with PMG has been exceptional. After more than a decade of working with them, I can honestly say I never have to worry about anything falling through the cracks. I know I’m in good hands. Kellan and her team are proactive, detail-oriented, and genuinely invested in my success. They stay ahead of deadlines, keep my records organized, and make sure everything is handled correctly and on time. PMG also places a strong emphasis on estimated payments, helping me stay current and avoid surprises at tax time. Their guidance has made a tremendous difference in my ability to plan ahead and manage cash flow responsibly. As the CEO of a nonprofit, I rely on PMG’s expertise in budgeting and compliance advisory. They understand the unique reporting requirements nonprofits face and have helped strengthen our financial systems to ensure transparency and sustainability. PMG is a trusted partner and an integral part of how both my business and nonprofit operate successfully year after year.