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 / cc reconciliations
  • Merchant account reconciliations
  • Payroll journal entry
  • Invoicing
  • Customer deposits

Accounting

  • Meaningful financials
  • 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:

  • Monthly financial review meetings
  • Fathom management dashboard
  • Financial KPI tracking
  • Forecast vs actual 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:

  • Participation in board meetings
  • Strategic financial guidance
  • Oversight of financial function
  • Financial modeling
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Optional Monthly Add-On Services

  • Additional bookkeeping transactions (blocks of 50)
  • Customer Invoicing Complex
  • 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

HR Plans That Grow with You

Turn your back office into a competitive advantage with an HR function that delivers.

We offer two different plan options that can be customized to meet your unique needs. 

HR Foundation

We start by conducting an HR compliance check-up and creating your custom HR calendar. Ideal for teams ready to formalize processes, offload administrative headaches, establish compliance, and improve the employee experience.

What’s included:

  • Direct Employee Support:
    Answering benefit questions, policy guidance, employee relations, onboarding/offboarding
  • Compliance:
    Posters, handbooks, updates on relevant state and federal regulations, annual filings
  • Process Clean-Up:
    Clarify roles in onboarding, benefit enrollments, and IT coordination
  • Operational Support:
    Guidance on day-to-day HR operations and process coordination
  • WC/Unemp/Benefit Strategy:
    Workers’ compensation, unemployment, and benefits planning and guidance
  • Custom Initiatives
    Training, compensation benchmarking, system vetting and implementation, and talent acquisition support
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On Demand

Whether you’re a founder establishing your organization’s foundation or an HR professional seeking specialized support for complex challenges, Milestone’s On Demand support connects you with a seasoned HR expert who provides trusted guidance and solutions without additional overhead.

What’s included:

  • Addressing one-off questions or providing a second opinion
  • Occasional or as needed direct HR support, like an additional set of hands at open enrollment
  • Inventory reconciliation
  • New perspective on Talent Acquisition
  • Help Navigating complex employee issues
  • Termination best practices
  • Disability or leave processes
  • Compliance questions and support
  • Policy updates or documentation reviews
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Additional Services

  • HR assessments
  • Fractional talent acquisition
  • Employee Surveys
  • Compensation benchmarking
  • Remote hiring compliance support
  • Custom training initiatives
  • PEO unbundling
  • HR system selection and implementation
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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 payroll solution to meet your needs.

Essentials

For small businesses that need accuracy and consistency in their payroll function.

  • Employees: 1-25
  • % of hourly: 0-25%
  • States: up to 2
  • All essential payroll operations

Growth

For small and mid-sized businesses that need accuracy and consistency in the payroll function.

Everything in Essentials PLUS:
Next Level Manager Support

  • Employees: 26-100
  • % of hourly: 26-50%
  • States: up to 5
  • Manual post payrun follow-up

Scale

For scaling small and midsized businesses that help accurately and consistently managing a complex payroll function.

Everything in Growth PLUS:

  • Employees: 100+
  • % of hourly: Over 50%
  • States: up to 6+
  • Expense Management
  • Multiple Pay Frequencies
  • PTO Accrual
  • Custom reporting
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Get A Quote

Optional Monthly Add-On Services

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

Additional Ways We Can Help

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

We Utilize Best-in-Class Technology

Logo of Gusto featuring stylized, circular G wrapped in a ring with the brand name in modern sans-serif font.
Rippling company logo in minimalist typography, symbolizing unified workforce management and modern HR, IT, and payroll automation solutions for growing businesses.
Paylocity logo with stylized typeface and circular emblem, representing cloud-based payroll and human capital management solutions for businesses and HR professionals.
Lessonly logo with bright, friendly typeface, representing learning management software focused on employee training, onboarding, and performance enablement tools.
Recruiterbox logo in clean lines, symbolizing applicant tracking system (ATS) software designed for streamlined recruiting, hiring workflow, and candidate management.
BambooHR logo with nature-inspired branding, symbolizing cloud-based human resources software for small and mid-sized businesses managing employee records.

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