Monthly partnerships to fit your business needs
Accounting Services | Basic | Essentials | Growth | Scale |
Weekly Bookkeeping | ||||
Accounts payable | ||||
Credit card transactions | ||||
Bank / cc reconciliations | ||||
Merchant account reconciliations | ||||
Payroll journal entry | ||||
Invoicing | ||||
Customer deposits | ||||
Monthly Accounting | ||||
Meaningful Financials | ||||
Balance sheet reconciliation | ||||
Analysis and Forecasting | ||||
Financial review meeting | ||||
Management dashboard | ||||
Forecast with monthly updates | ||||
Cash flow forecasting | ||||
CFO Support | ||||
Participation in leadership and board meetings | ||||
Strategic financial guidance | ||||
Oversight of the finance function | ||||
Optional Monthly Add-On Services
Additional Ways We Can Help
Ready to turn your accounting into
a competitive advantage?
Our Clients
Proud to partner with high growth businesses and nonprofits.
1/3
“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.”
Donna Garner
CEO & Co-Founder – Arborgold Software
“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
“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 informed day-to-day decisions and the strategic insights to position my company for success.”
Mike Reynolds
Founder & CEO – Innovatemap
Monthly partnerships to fit your business needs
> Turn your phone sideways to see entire features chart
Accounting Services | Basic | Essentials | Growth | Scale |
Weekly Bookkeeping | ||||
Accounts payable | ||||
Credit card transactions | ||||
Bank / cc reconciliations | ||||
Merchant account reconciliations | ||||
Payroll journal entry | ||||
Invoicing | ||||
Customer deposits | ||||
Monthly Accounting | ||||
Meaningful Financials | ||||
Balance sheet reconciliation | ||||
Analysis and Forecasting | ||||
Financial review meeting | ||||
Management dashboard | ||||
Forecast with monthly updates | ||||
Cash flow forecasting | ||||
CFO Support | ||||
Participation in leadership and board meetings | ||||
Strategic financial guidance | ||||
Oversight of the finance function | ||||
Monthly partnerships to fit your business needs
HR Services | Essentials | Growth | Scale |
Essential Compliance Services | |||
Employee onboarding and offboarding | |||
Employee / owner relations | |||
Exit interviews | |||
Handbook development and delivery (includes annual updates) | |||
HR compliance monitoring | |||
Benefits, COBRA, 401k, unemployment and leave administration | |||
Personnel file audit (annual) and maintenance | |||
Labor law postings | |||
Next-level Manager Support | |||
Strategic HR Initiatives Up to 6 hours per month in any of the following categories: | |||
Additional Ways We Can Help
Ready to turn your HR offerings into
a competitive advantage?
Our Clients
Proud to partner with high growth businesses and nonprofits.
1/3
“We use Milestone for both our HR and Accounting functions and they are incredible. They helped us build the infrastructure we were missing, but more importantly helped position us strategically to get to the next level. I would recommend Milestone to anyone looking to transform their back office functions into a competitive advantage.”
Chase Flashman
Co-Founder & CEO – ShipSights
“When we launched our company, we turned to Milestone to cover our back office needs and they have been fantastic. They helped us get our HR and Accounting infrastructure in place so that we could focus on growing our business. Milestone is a great resource for start-up and scale-up companies.”
Jim Koepke
Managing Director – Insider US
“Milestone has been an invaluable resource for our company. Not only are they helping us build a solid foundation of HR best practices, but they have helped us implement new ideas to take our employee experience to the next level. They are responsive, professional, and an integral part of our team.”
Evan Havers
Vice President – National Chimney
Monthly partnerships to fit your business needs
> Turn your phone sideways to see entire features chart
HR Services | Essentials | Growth | Scale |
Essential Compliance Services | |||
Employee onboarding and offboarding | |||
Employee / owner relations | |||
Exit interviews | |||
Handbook development and delivery (includes annual updates) | |||
HR compliance monitoring | |||
Benefits, COBRA, 401k, unemployment and leave administration | |||
Personnel file audit (annual) and maintenance | |||
Labor law postings | |||
Next-level Manager Support | |||
Strategic HR Initiatives Up to 6 hours per month in any of the following categories: | |||
Monthly partnerships to fit your business needs
Monthly Payroll Services | Basic | Plus | Premium |
Demographics | |||
Employees | 1-25 | 26-100 | 100+ |
% of hourly employees | 0-25% | 26-50% | 51+% |
States | Up to 2 | Up to 5 | 6+ |
Basic Payroll Operations | |||
Payroll system on-boarding/off-boarding | |||
Data gathering | |||
Data entry | |||
Salary changes | |||
Payrun review & audit | |||
Payroll processing | |||
Standard payroll reporting | |||
Next Level Support | |||
Manual post payrun follow-up (401k, HSA) | Optional | ||
Expense management | Optional | Optional | |
Multiple pay frequencies | Optional | Optional | |
PTO accrual support | Optional | Optional | |
Custom payroll reporting | Optional | Optional | |
Timekeeping integration | Optional | Optional | Optional |
Manual benefit deduction support | Optional | Optional | Optional |
One-Time Foundation Services
Additional Ways We Can Help
Ready to turn your HR offerings into
a competitive advantage?
Our Clients
Proud to partner with high growth businesses and nonprofits.
1/3
“When it comes to outsourcing your payroll, you would be in great hands with Milestone. They are experts who understand the nuances of payroll processing and deliver a comprehensive solution and a great employee experience. Working with them made my life easier.”
Jim White
Controller – ClusterTruck
“Payroll is something you have to get right, the first time. We hired Milestone because they are payroll experts and because a good employee experience is important to us.”
Kimberley Best
Talent Operations Specialist – Lessonly
“We appreciate our partnership with Milestone. When it comes to payroll, experience matters, and Milestone consistently delivers great service.”
Susie Howard
Chief of Staff – Purdue Polytechnic High School
Monthly partnerships to fit your business needs
> Turn your phone sideways to see entire features chart
Monthly Payroll Services | Basic | Plus | Premium |
Demographics | |||
Employees | 1-25 | 26-100 | 100+ |
% of hourly employees | 0-25% | 26-50% | 51+% |
States | Up to 2 | Up to 5 | 6+ |
Basic Payroll Operations | |||
Payroll system on-boarding/off-boarding | |||
Data gathering | |||
Data entry | |||
Salary changes | |||
Payrun review & audit | |||
Payroll processing | |||
Standard payroll reporting | |||
Next Level Support | |||
Manual post payrun follow-up (401k, HSA) | Optional | ||
Expense management | Optional | Optional | |
Multiple pay frequencies | Optional | Optional | |
PTO accrual support | Optional | Optional | |
Custom payroll reporting | Optional | Optional | |
Timekeeping integration | Optional | Optional | Optional |
Manual benefit deduction support | Optional | Optional | Optional |
We Utilize Best-in-Class Technology
Interested in learning more?
Contact us