Our Plans

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.

Essentials

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

Accounting

  • Meaningful financials
  • Balance sheet reconciliation

Growth

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

Scale

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

Optional Monthly Add-On Services

  • Additional bookkeeping transactions (blocks of 50)
  • Customer Invoicing Complex
  • Collections support
  • Revenue recognition / deferred revenue tracking
  • Commission tracking
  • CFO Support

Additional Ways We Can Help

  • Financial projection models
  • Cash flow forecasts
  • Financial statement clean-up / reorganization
  • Operational accounting assessment

HR Plans That Grow with You

Turn your back office into a competitive advantage with an HR function that delivers.

We offer three different plan options that can be customized to meet your unique needs. 

Essentials

For small businesses looking to stay in compliance and support their valuable employees.

Essential Compliance

  • Employee on and off boarding
  • Employee / owner relations
  • Exit interviews
  • Handbook
  • Compliance monitoring
  • Benefits administration
  • Personnel file audit
  • Labor postings

Growth

For small and mid sized businesses that want an HR function that helps managers build an on-brand culture.

Essentials Services PLUS:
Next Level Manager Support

  • Performance review coordination
  • Employee engagement
  • Stay interviews
  • Management playbook
  • Quarterly business reviews

Scale

For scaling small and mid sized businesses that need HR support plus CHRO guidance to build a scalable organization.

Growth Services PLUS:
Strategic HR Initiatives

  • Compensation and total rewards strategy
  • Talent strategies
  • Learning and development
  • Company culture and engagement

Optional Monthly Add-On Services

  • Fractional talent acquisition
  • State registrations
  • HR assessments and scorecards
  • PEO unbundling
  • HR system selection and implementation

Payroll Plans That Grow with You

Turn your back office into a competitive advantage with a Payroll function that delivers

Our payroll team will design a customized payroll solution to meet your needs.

Essentials

For small businesses that need accuracy and consistency in their payroll function.

  • Employees: 1-25
  • % of hourly: 0-25%
  • States: up to 2
  • All essential payroll operations

Growth

For small and mid-sized businesses that need accuracy and consistency in the payroll function.

Everything in Essentials PLUS:
Next Level Manager Support

  • Employees: 26-100
  • % of hourly: 26-50%
  • States: up to 5
  • Manual post payrun follow-up

Scale

For scaling small and midsized businesses that help accurately and consistently managing a complex payroll function.

Everything in Growth PLUS:

  • Employees: 100+
  • % of hourly: Over 50%
  • States: up to 6+
  • Expense Management
  • Multiple Pay Frequencies
  • PTO Accrual
  • Custom reporting
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Optional Monthly Add-On Services

  • Fractional talent acquisition
  • State registrations
  • HR assessments and scorecards
  • PEO unbundling
  • HR system selection and implementation

Additional Ways We Can Help

  • State and Local Registrations support
  • PEO Unbundling
  • Migration to Milestone preferred payroll system
  • Payroll/HR system selection and implementation

We Utilize Best-in-Class Technology

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