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Start-ups

Start-up founders are full of talent, passion, and great ideas . . .
but few have the time or expertise when it comes to Accounting & HR

Bookkeeping

& Accounting

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Let’s face it, reconciling the books and paying bills is not what most business owners do best.  Using the latest cloud-based platforms combined with experienced accountants, we will take care of the accounting so you can focus on running your business.  Learn More

Fundraising

Support

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When it comes to fundraising, you only get one chance to make a great impression.  We have been helping start-up and scale-up companies raise capital for nearly two decades.  We understand the challenges and will help you get prepared, establish credibility and increase your chances for success.

Financial

Projections

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A detailed financial projection model is a critical tool for every start-up company.  Not only is it a foundation tool necessary to support your fundraising efforts, but it will serve as your financial roadmap to guide day-to-day decision making. 

Testimonials

As a startup company with no data or history, financial planning and forecasting were overwhelming. Tom was able to help me understand all of our options and enabled me to make the best decision for us. Milestone provides the services that start-up companies need. Not only will they help you get your accounting system set up and keep the books, but they provide the strategic guidance to help a founder plan for growth and raise capital. They are an invaluable trusted advisor.

 

Megan Lohman 

Founder & CEO - PlanForward

We came to Tom when we were just getting started and he helped us build a financial projection model to raise capital, consulted with us on a variety of strategic issues, and introduced us to other key partners that have been instrumental in our success.  As a start-up founder, I can tell you that Tom was a fantastic resource to us.  I would recommend Milestone without reservation.

Ben Forrest

Co-Founder & CEO - Olio Health

Our Technology Tools

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