Bookkeeping & Monthly Accounting Services
Focus your energy on running your business, not on keeping your books. Don’t make decisions in the dark. Dedicated experts and best-in-class tech tools will get you the best information, so you can make smart decisions.
Ready to turn your accounting into
a competitive advantage?
Proud to partner with high growth businesses and nonprofits.
“I used to do the accounting work for my business on top of everything else I was doing. Now, the Milestone team is the trusted finance team that has saved me time, so I can focus on growing my business.”
“The biggest impact the relationship with Milestone provides for me is complete peace of mind. Even if we hired a full-time accounting team, I can’t imagine they’d do more for us than Milestone does right now.”
“We hired Milestone because they understand the B2B SaaS industry. In a few short weeks, they restructured our accounting systems and implemented new tools that help me make smart decisions. We now track the most important KPIs for our business and have meaningful financial review meetings focused on strategic decisions. Milestone helped us get to the next level as a company.”
Our accounting expertise, customized to fit your business needs.
Our experienced bookkeeping team will take care of the accounting so you can focus on running your business. Recurring services include:
• Accounts payable
• Credit card purchase transactions
• Bank/credit card reconciliations
• Merchant account reconciliations
• Payroll journal entry
• Customer invoicing
• Deposit posting
We will implement and maintain a structured month-end close process to ensure the accuracy of the balance sheet and income statement. We will also deliver meaningful financial statements on a monthly basis to help you understand the health of your business. Our monthly service includes:
• Structured month-end close
• Balance sheet account reconciliation
• Customized financial reports
Analysis & Forecasting
Next-level support for those who are looking for true financial consultation. Our experienced controllers will customize your financial reporting and management dashboard to provide the visibility you need to manage your business. We will also build and maintain a financial forecast to help you understand future cash flows and make informed decisions. Recurring services include:
• Financial review meetings
• Financial reports and management dashboard
• Financial forecast and real-time updates
• Cash flow forecasting
With over 25 years of CFO experience, we’ve seen it all. Whether you are looking for a strategic partner to support your growing business, a trusted advisor, or an experienced leader to guide you to a successful exit, Milestone can help. Areas of focus include:
• Financing expertise
• Financial projections
• Cash management
• M&A advisory
• Succession planning
• Financial turnaround
Transform your accounting into a competitive advantage.