As a business owner, you don't have to make decisions in the dark. Utilizing best in class technology tools combined with expert guidance, you gain a competitive advantage and have access to information to make smart decisions. Let us show you how.
We offer two options for recurring monthly services
starting at $250 / mo.
Starter package that includes . . .
Credit card transactions
Bank / credit card reconciliations
Payroll (read more)
Customer payment processing
Cash flow forecasting (read more)
Rolling 13-week forecasts
Automatic syncing with QuickBooks Online
starting at $750 / mo.
Next level services . . .
Balance sheet account reconciliation
Financial review meeting
Customized financial package with executive dashboard
Outsourced CFO (read more)
Oversight of the finance function
Strategic financial guidance
Participation in management / board meetings
Budgeting / forecasts
Tom and his team are an integral part of our business. They have been with me since I first started Innovatemap, and have helped us build a solid foundation for growth. I get the information I need to make good decisions and the strategic insights to position my company for success.
Founder & CEO - Innovatemap
Melissa and Tom have been great partners. They work closely with our internal accounting staff to ensure that I get timely and accurate financials. Having Milestone involved gives me the peace of mind to know that my financials are in good shape and the freedom to focus on running my business.
CEO - Sullivan Hardware & Garden
The Milestone team is fantastic. They keep my financials in good shape and provide the information I need to make smart decisions. I would highly recommend them to anyone looking to work with a more progressive accounting firm.
Founder & CEO - Blind Zebra