Service customized to your needs. Expertise catered to your business.

SaaS Companies

We have worked with tech start-ups for nearly two decades. We understand the industry and the unique challenges.

Fundraising support Board / investor interface Revenue recognition Talent acquisition Financial modeling Employee engagement Equity compensation

“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

Startups & Small Businesses

Founders are full of talent, passion, and great ideas, but few have the time or expertise to manage Accounting and HR. We’ll manage the back-office so you can focus on what you do best. Our start-up packages includes:

Bookkeeping Fundraising Support HR Compliance HR Program Development

“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 of PlanForward

Scaleups

Getting your business to the next level takes hard work, dedication, and access to experts that can really make a difference. We know how to scale a company and will apply years of experience and industry best practices to turn your back office functions into a competitive advantage for your company.

Financials that lead to increased company valuation Compensation analysis Structured financial review meetings Remote hiring support Executive dashboard review Strategic insights

“Milestone has been a great partner for our growing company. We initially engaged them to help us identify gaps in our HR infrastructure, but it quickly evolved into a recurring role for both Accounting and HR support. They help us think strategically about our back office functions and how to leverage them to help us achieve our goals as a company.”

Giselle Hale, COO – Political Data, Inc.

Professional Services

We understand the unique challenges of running a services business. After all, we run one ourselves. With years of experience under our belt, we can help you with things like . . .

Project profitability Cash flow planning Fixed fee analysis Key performance indicators Utilization tracking Talent management Capacity planning Career path development

“As a professional services company, people are our business. Milestone understands this greatly – after all, they run one themselves. I’m very thankful for how they’ve helped us design our systems and processes to drive efficiency.”

Mike Reynolds, Founder & CEO of Innovatemap

Nonprofit

Let’s face it, most nonprofit organizations have some nuances and unique challenges that require industry expertise. With years of nonprofit experience, we will focus on your back office so you can focus on helping others.

Grant reporting Employee engagement Fund raising support Performance management Audit preparation Policy development

“Running a non-profit agency can be challenging, but Milestone makes my life easier. They understand the nuances of non-profit accounting and cover everything, including day-to-day bookkeeping, preparing a financial package for my board, and the annual support we need for budgeting and audit preparation. They me the peace of mind and protective transparency to focus on the important parts of our mission work without interruption. Milestone consistently delivers great results and I would recommend them to anyone looking for an experienced, mission-driven, and cost-effective accounting option for their non-profit.”

Kendee Kolp, President & CEO – Reach for Youth

Get Started!

Transform your back-office into a competitive advantage.

Get in touch with a Milestone team member.



A refreshingly forward-thinking approach to the fundamentals

Outsourced Accounting

Accounting services for everything your business needs to stay on track and plan for the future. Learn more about Outsourced Accounting.

Outsourced HR

Your HR partner to manage everything from day-to-day programs to business-changing strategies. Learn more about Outsourced HR.

Accelerating Outcomes with Best in Class Technology

Transform your back office into a competitive advantage. Contact us