Our Plans

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 bookkeeping transactions (blocks of 50)
  • 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

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

Performance review coordination

Employee engagement / sentiment surveys 

Stay interviews

New manager playbook 

Quarterly business reviews

Strategic HR Initiatives

Up to 6 hours per month in any of the following categories:

Compensation and total rewards strategy

Talent strategies 

Learning and development

Company culture and engagement 

Additional Ways We Can Help

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

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

Performance review coordination

Employee engagement / sentiment surveys 

Stay interviews

New manager playbook 

Quarterly business reviews

Strategic HR Initiatives

Up to 6 hours per month in any of the following categories:

Compensation and total rewards strategy

Talent strategies 

Learning and development

Company culture and engagement 

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

  • Payroll Shadowing
  • Best Practices Implementation
  • Workflow Establishment

Additional Ways We Can Help

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

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-payroll specialist
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