CFO Services for Small Business: Fuel Your Future
Discover how Milestone empowers small business owners with strategic financial expertise. Our CFO services provide seasoned guidance backed by best-in-class technology, without the commitment of a full-time hire. Transform your back office into a competitive advantage, so you can stay focused on building your vision.
Trusted by
Our CFO Solutions for Small Business
Financial Planning and Analysis (FP&A)
Financial Reporting Architecture
Cash Flow Management & Forecasting
Controller & Bookkeeping Oversight
Fundraising and Investor Relations
Risk & Compliance Management
How to work with us
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
Analysis & 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
Additional Services
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Transform your financial management into a competitive advantage.
“When it comes to raising capital, experience matters. I have worked with Milestone on several early-stage tech companies, and they were instrumental in preparing the materials and interfacing with potential investors to support a capital raise. Milestone has the expertise and credibility that makes a difference in getting deals done.”
“I’m so appreciative that I can lean on Milestone for strategic financial advice as Innovatemap continues to grow. Having an experienced CFO by my side to be a sounding board and provide a fresh perspective is invaluable.”
“Tom and his team played a critical role in helping me scale my SaaS business. Not only did they take over the accounting and finance function so that I could focus on growing my business, but they also helped me establish credibility with my financials as I raised capital. If you are looking for a firm that understands the nuances of the SaaS world and can leverage technology to help you make smart decisions, you should partner with Milestone.”
Strategic Partnership, Not Just Financial Services
Hiring a full-time CFO may be out of reach, but experienced leadership isn’t. We’re fully integrated business partners, not external consultants—providing decades of executive-level expertise at a fraction of the cost. While most CFO providers are solo practitioners trying to do everything, we have a dedicated FP&A team handling report preparation, forecasting, and financial analysis.
Hands-On Partnership for Your Next Milestone
From startups to established businesses, our CFOs provide strategic guidance with confidence and clarity. Our team brings decades of proven experience in building successful companies, fundraising, and exits.
Systems and Insights That Drive Rapid Growth
Our cutting-edge financial platforms deliver real-time dashboards, automated reporting, and predictive forecasting. With seamless system integration and expert analysis, you can make faster, smarter, growth-focused decisions every step of the way.
Get Started!
Transform your accounting into a competitive
advantage.