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Bookkeeping & Accounting

Focus your energy on running your business, not on keeping your books

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

Foundation

Customized pricing

starting at $250 / mo.

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Starter package that includes . . .

​Bookkeeping

  • Vendor invoices

  • Credit card transactions

  • Bank / credit card reconciliations

  • Payroll (read more)

  • Customer invoices

  • Customer payment processing

  • Collections

Cash flow forecasting (read more)

  • Rolling 13-week forecasts

  • Scenario analysis

  • Automatic syncing with QuickBooks Online

Growth

Customized pricing

starting at $750 / mo.

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​Next level services . . .

Monthly accounting

  • Month-end close

  • 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

Testimonials

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.

Mike Reynolds

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.  

Pat Sullivan

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.

 

Bryan Neale

Founder & CEO - Blind Zebra

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The 8 Best-in-Class

Accounting Apps

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Our Technology Tools

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