Operational Excellence

Building the foundation for better decision making

Getting accurate and timely information to make smart decisions doesn’t happen by accident.  It takes experience and thoughtful planning to implement technology that will streamline processes and optimize financials.  Our experts will start with an assessment to understand where you are now, and then provide a roadmap for how to help you reach your goals in the future.  Our work doesn't stop there though.  We are also prepared to implement the new systems and processes and train your team on best practices moving forward to ensure success.

Processes &



Good processes and procedures are an important component for any successful company.  As part of our initial assessment, we will evaluate your workflow and make recommendations for improvement.



Technology Applications.png

Keeping up on the latest business applications and selecting the right solutions for your business can seem overwhelming.  Our team of experts will guide you through the process and set you up for success.  



Internal Controls.png

Most small businesses are vulnerable to fraud, and the effects can be devastating.  We will evaluate your internal control structure, identify exposure areas, and make recommendations based on years of experience.  



System Implementation.png

Our implementation experts understand how technology applications work together and will configure your systems to deliver the results you want. 

Reporting &



Having access to timely and accurate information is critical in today's business world.  Our team will build a reporting and dashboard solution that will allow you to make smart decisions and give you a competitive advantage.   

Training &


Training Support.png

We pride ourselves on working with you and your team to ensure a good hand-off.  Not only will we provide the initial training, but we will be available on an on-going basis to make changes as necessary.  


I have known and worked closely with Melissa for several years.  She is thorough, smart, and focused.  She understands how to leverage technology to drive process improvement and has the skills to lead organizational change.  Melissa is an incredible resource, and I would recommend her without hesitation.

Ian Vacin

Co-Founder & Chief Customer Officer - Karbon

When I first met Tom & Melissa, I knew they ran a different kind of accounting firm.  They are progressive in their use of technology to drive efficiencies and create a better client experience.  In an old school industry that is sometimes slow to embrace change, Milestone stands out as a true leader.


Carla Caldwell

Founder - Caldwell Consulting & Training

Intuit trainer

Our Technology Tools

QBO logo.png
CashFlowTool logo.png
Bill logo 2.png
Jirav Logo.png
Tallie logo.png
Karbon logo.png
ReceiptBank logo - orange_black.png
Gusto logo.png