Accounting System Design & Implementation
Building the foundation for better decision making
Our team will assess where you are now and provide a roadmap to the right accounting ecosystem. We will also partner to set up your new accounting system and processes and train your team, so you can be confident in your team’s success.
Proud to partner with high growth businesses and nonprofits.
“The Milestone team has been incredible. When we first met, my business was really starting to take off, but I was frustrated by a lack of financial visibility. In short order, Milestone restructured our systems and processes and implemented reporting and dashboard tools that allow our team to make informed decisions. They also helped me secure the growth capital I needed to support our goals. I would highly recommend Milestone to anyone looking to take their business to the next level.”
“I have known and worked closely with Melissa for several years. She is thorough, smart, and focused. She understands how to leverage technology to drive process improvement and has the skills to lead organizational change. Melissa is an incredible resource, and I would recommend her without hesitation.”
“When I first met Tom & Melissa, I knew they ran a different kind of accounting firm. They are progressive in their use of technology to drive efficiencies and create a better client experience. In an old school industry that is sometimes slow to embrace change, Milestone stands out as a true leader.”
Our accounting expertise, customized to fit your business needs.