The Milestone Approach
We are making a difference for the entrepreneurs out there making a difference every day.
Milestone is not your typical professional services firm. We believe in true business partnerships that make life easier, provide the best information to make smarter decisions, and help clients build successful companies.
Our team is your team, and our model is simple: You get decades of executive-level leadership at a fraction of the cost of a full-time resource. Because every business deserves access to strategy and expertise, no matter their size.
We partner with your business to provide the best possible answers facing your business today, tomorrow, and down the line.
We are the trusted HR and Accounting partner for businesses of all sizes and specialties
“Milestone has been a great partner for our growing company. We initially engaged them to help us identify gaps in our HR infrastructure, but it quickly evolved into a recurring role for both Accounting and HR support. They help us think strategically about our back office functions and how to leverage them to help us achieve our goals as a company.”
“We use Milestone for both our HR and Accounting functions and they are incredible. They helped us build the infrastructure we were missing, but more importantly helped position us strategically to get to the next level. I would recommend Milestone to anyone looking to transform their back office functions into a competitive advantage.”
“When we launched our company, we turned to Milestone to cover our back office needs and they have been fantastic. They helped us get our HR and Accounting infrastructure in place so that we could focus on growing our business. Milestone is a great resource for start-up and scale-up companies.”
At Milestone our core values are more than just words, it’s who we are. They form the foundation of our firm and serve to guide us in building relationships with clients, team members, and partners. We call them our Core4.
We are committed to do what’s best for our clients, for each other, for our business, and for our community. With each client and project, we demonstrate this commitment by going the extra mile in everything we do, providing value that exceeds expectation, and helping one another realize our goals and potential. We also understand the importance of serving our community and strive to leave the world a little better than we found it.
We have a deep respect and admiration for entrepreneurs. After all, we’re entrepreneurs ourselves. So, like the business leaders we work with, we are innovative, forward-thinking, and dedicated to creative problem-solving. We are leading the way in vetting new technology and providing expert guidance to our clients, all while creating a framework that allows us to grow and develop new leaders from within.
Who we are is just as important as what we achieve. We approach each client and every situation with honesty, integrity, and a firm code of ethics. We “practice what we preach” and apply this same code of ethics to our interactions with each other.
We are passionate about our clients and the value we create for them, but that’s not the whole story. We also value and respect our own personal goals for growth and development. We believe the more well-rounded, engaged and, well, “balanced” we are, the better we’re able to help our clients and each other.
Tom Gabbert has been a pioneer and thought leader in the outsourced accounting industry since 2003. He is a successful entrepreneur who loves helping fellow entrepreneurs realize their dreams. Tom understands the unique challenges of starting, growing, and exiting a business. Not only has he done it twice himself, but he has guided numerous clients over the years through successful exits. Along the way, Tom has also helped his clients raise over $250M in growth capital (seed, Series A, Series B). He has a unique background that combines extensive financial and operational experience with a proven track record of client success.
Tom is a Certified Public Accountant and holds an undergraduate degree in Accounting from the University of Notre Dame.
He enjoys traveling and spending time with his family. He is also an avid history buff and die-hard Cubs fan.
Melissa is a seasoned CFO with over 20 years of accounting and finance experience. Her knowledge of accounting systems and integrated workflow platforms helps her utilize the latest, cutting edge tools to streamline financial operations and maximize efficiency. She is passionate about helping entrepreneurs succeed by combining technology and process with financial insights. Melissa has worked with a wide variety of clients, specializing in accounting and business issues unique to the software-as-a-service (SaaS) and professional services industries.
In addition to her CPA certification, Melissa is a Certified Management Accountant (CMA) who holds an undergraduate degree from the Indiana University Kelley School of Business, with dual majors in accounting and marketing.
She enjoys spending time with her husband and two children and is an avid sports fan, following the NFL and college basketball in her spare time.
Brenna leads our HR Services practice and oversees everything HR at Milestone. She has over 15 years of Human Resources experience, both in consulting and working in corporate HR Roles. She excels in her ability to keep the needs and objectives of the organization top of mind while still remaining a strong advocate for the team, company culture, and strategic HR initiatives.
Company culture, employee engagement, development, and designing foundational processes are particular passions, but she is an avid learner and enjoys continuously adding new tools to her skillset.
Brenna is a graduate of Indiana State University and a SHRM Senior Certified Professional.
Brenna lives in Noblesville with her husband and two young children. Current hobbies include falling asleep watching Netflix and folding laundry. She hopes to develop additional hobbies when her children are older.
Todd is passionate about employee engagement and supporting businesses through all of their people-related needs. A labor/employment and business attorney by trade, Todd began his career in private practice before becoming General Counsel and head of HR for the (then) fifth largest private residential real estate company in the U.S. Following his time in real estate, he served as EVP, Administration at ExactTarget, which was acquired by Salesforce.
After ExactTarget, Todd went on to found, run, and consult with multiple companies, including Emplify (co-founder), Ntracts (CEO), and Cheetah Digital (Chief Administrative Officer). Todd currently serves as the CEO of EDGE Mentoring.
As our business development leader, Melissa is responsible for cultivating new relationships at Milestone. She is also an experienced financial professional who has successfully run her own business and worked with numerous start-up and high-growth companies over a 20 year period. Melissa has a proven track record of client success and is known for her ability to help companies accelerate their growth.
Melissa is a Certified Public Accountant who received her undergraduate degree in Accounting from the University of San Francisco and an MBA from Columbia University.
When not assessing a business strategy, Melissa enjoys traveling with her partner Scott and engaging in women leadership groups and entrepreneurial circles within her community.
Accounting services for everything your business needs to stay on track and plan for the future. Learn more about Outsourced Accounting.
Transform your back-office into a competitive advantage.