Monthly Accounting Services for Small Business

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.

Get a Free Quote Today

Accounting Plans That Grow with You

Whether you need to free up your time and get bookkeeping off your plate, or executive level expertise to help you scale, Milestone is here to help. We offer three different plan options that can be customized to meet your unique needs.


For small businesses looking for an accurate and simple bookkeeping and accounting solution designed to free up owners to run their business.

Weekly Bookkeeping

  • Accounts Payable
  • Credit card transactions
  • Bank / cc reconciliations
  • Merchant account reconciliations
  • Payroll journal entry
  • Invoicing
  • Customer deposits


  • Meaningful financials
  • Balance sheet reconciliation


For small and mid sized businesses that need controller support to make their financial statements meaningful and to support sound decision making.

Essentials Services PLUS:

  • Monthly financial review meetings
  • Fathom management dashboard
  • Financial KPI tracking
  • Forecast vs actual with monthly updates
  • Cash flow forecasting


For scaling small and mid sized businesses that need meaningful financials plus fractional CFO support across decision making with key stakeholders.

Growth Services PLUS:

  • Participation in board meetings
  • Strategic financial guidance
  • Oversight of financial function
  • Financial modeling

We Utilize Best-in-Class Technology


“When it comes to raising capital, experience matters. I have worked with Milestone on several early-stage tech companies, and they were instrumental in preparing the materials and interfacing with potential investors to support a capital raise. Milestone has the expertise and credibility that makes a difference in getting deals done.”

Doug Conner Co-Founder / Partner – EO Advisors

“I’m so appreciative that I can lean on Milestone for strategic financial advice as Innovatemap continues to grow. Having an experienced CFO by my side to be a sounding board and provide a fresh perspective is invaluable.”

Mike Reynolds Founder & CEO – Innovatemap

“Tom and his team played a critical role in helping me scale my SaaS business. Not only did they take over the accounting and finance function so that I could focus on growing my business, but they also helped me establish credibility with my financials as I raised capital. If you are looking for a firm that understands the nuances of the SaaS world and can leverage technology to help you make smart decisions, you should partner with Milestone.”

Santiago Jaramillo Founder & CEO – Emplify

Not sure what you need to tackle first?

Fill out this form to get a free assessment of your priorities and surface key opportunities.

Get a Free Quote Today

Expertise for the entrepreneurial journey