Milestone

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 / credit card reconciliations
  • Merchant account reconciliations
  • Payroll journal entry
  • Customer Invoicing
  • Customer deposits
  • Collections support

Monthly Accounting

  • Monthly financial statements
  • 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:

Additional Accounting Support

  • Revenue recognition / deferred revenue tracking
  • Commission tracking
  • Inventory reconciliation
  • Intercompany tracking / reconciliation

Analysis & Forecasting

  • Monthly financial review meetings
  • Management dashboard
  • Financial forecast 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:

CFO Support

  • Participation in financial review meetings
  • Participation in board meetings
  • Strategic financial guidance
  • Oversight of financial function
Get A Quote
Get A Quote
Get A Quote

Additional Ways We Can Help

  • Fractional CFO
  • Financial projection models
  • Financial statement clean-up / reorganization
  • Accounting & financial operations assessment
  • Cash to Accrual conversion
  • Accounting system selection & implementation

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 Services

  • Employee onboarding/off-boarding
  • Employee / owner relations
  • Employee Handbook with annual updates
  • HR compliance monitoring
  • Personnel file audit & maintenance
  • Annual labor postings
  • Exit interviews
  • Benefits, COBRA, 401K, unemployment & leave administration

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 / sentiment surveys
  • Stay interviews
  • New manager 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 flexible support in any of the following areas:

Strategic HR Initiatives

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

Additional Ways We Can Help

  • 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 solution to meet your needs, including flexible pay schedules and a customized workflow and approval process.

Core services include:

  • Liaison for employee payroll-related questions
  • Employee onboarding/off-boarding
  • Payroll data gathering
  • Payrun review & audit
  • Payroll processing
  • Standard payroll reporting

Optional services include:

  • Bonus & commission payments
  • Expense management
  • PTO accrual support
  • Post-pay run follow-up
  • Salary update support 
  • Custom payroll reporting
  • Time tracking support
  • Benefit deduction support
  • State & local tax registrations
  • Benefit, HSA, & FSA deduction updates 
  • 401k integration support 
Get A Quote

Additional Ways We Can Help

  • State and Local Registrations support
  • PEO Unbundling
  • Payroll/HR system selection and implementation

We Utilize Best-in-Class Technology

Interested in learning more? Contact us