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 / credit card reconciliations
  • Merchant account reconciliations
  • Payroll journal entry
  • Customer Invoicing
  • Customer deposits
  • Collections support

Monthly Accounting

  • Monthly financial statements
  • Balance sheet reconciliation

Tax Services (optional)

  • Annual income tax filing for businesses (partnerships, S corps, C corps)
  • Annual income tax filing for individuals (sole proprietors, contractors)

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

  • Revenue recognition / deferred revenue tracking
  • Commission tracking
  • Inventory reconciliation
  • Intercompany tracking / reconciliation

Analysis & Forecasting

  • Monthly financial review meetings
  • Management dashboard
  • Financial forecast 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:

CFO Support

  • Participation in financial review meetings
  • Participation in board meetings
  • Strategic financial guidance
  • Oversight of financial function
Get A Quote
Get A Quote
Get A Quote

Additional Ways We Can Help

  • Fractional CFO
  • Financial projection models
  • Financial statement clean-up / reorganization
  • Accounting & financial operations assessment
  • Cash to Accrual conversion
  • Accounting system selection & implementation

Our Clients

Proud to partner with high growth businesses and nonprofits.

“Tom and his team are an integral part of our business. They have been with me since I first started Innovatemap, and have helped us build a solid foundation for growth. I get the information I need to make informed day-to-day decisions and the strategic insights to position my company for success.”
Mike Reynolds
Founder & CEO – Innovatemap
“The Milestone team is fantastic. They keep my financials in good shape and provide the information I need to make smart decisions. I would highly recommend them to anyone looking to work with a more progressive accounting firm.”
Bryan Neale
Founder & CEO – Blind Zebra
“Milestone knows our (complicated) business absolutely as well as we do. Nothing about the arrangement feels fractional, which was our biggest hesitation going into this. They proved us wrong almost immediately and have continuously demonstrated unbelievable work for us!”
Amy Heath
Partner – Formulary Insights

We Utilize Best-In-Class Technology

HR Plans That Grow with You

Turn your back office into a competitive advantage with an HR function that delivers. We offer three different plan options that can be customized to meet your unique needs. 

Essentials

For small businesses looking to stay in compliance and support their valuable employees.

Essential Compliance Services

  • Employee onboarding/off-boarding
  • Employee / owner relations
  • Employee Handbook with annual updates
  • HR compliance monitoring
  • Personnel file audit & maintenance
  • Annual labor postings
  • Exit interviews
  • Benefits, COBRA, 401K, unemployment & leave administration

Growth

For small and mid sized businesses that want an HR function that helps managers build an on-brand culture.

Essentials Services PLUS:

Next – Level Manager Support

  • Performance review coordination
  • Employee engagement / sentiment surveys
  • Stay interviews
  • New manager playbook
  • Quarterly business reviews

Scale

For scaling small and mid-sized businesses that need HR support plus CHRO guidance to build a scalable organization.

Growth Services PLUS flexible support in any of the following areas:

Strategic HR Initiatives

  • Compensation and total rewards strategy
  • Talent strategies
  • Learning and development
  • Company culture and engagement
Get A Quote
Get A Quote
Get A Quote

Additional Ways We Can Help

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

Our Clients

Proud to partner with high growth businesses and nonprofits.

“Milestone has always been incredibly responsive to our HR needs, and I’m sold on the fractional HR model. I get the service I need, when I need it, without overpaying. They are a great solution for any small business owner looking to find a cost-effective HR model that works.”
Ian Brown
CEO, Managing Partner – Bohu Digital
“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. They help us think strategically about the HR function and how to leverage it to help us achieve our goals as a company.”
Giselle Hale
COO – Political Data, Inc.
“Milestone has been an invaluable resource for our company. Not only are they helping us build a solid foundation of HR best practices, but they have helped us implement new ideas to take our employee experience to the next level. They are responsive, professional, and an integral part of our team.”
Evan Havers
Evan Havers Vice President – National Chimney

We Utilize Best-In-Class Technology

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 solution to meet your needs, including flexible pay schedules and a customized workflow and approval process.

Core services include:

  • Liaison for employee payroll-related questions
  • Employee onboarding/off-boarding
  • Payroll data gathering
  • Payrun review & audit
  • Payroll processing
  • Standard payroll reporting

Optional services include:

  • Bonus & commission payments
  • Expense management
  • PTO accrual support
  • Post-pay run follow-up
  • Salary update support 
  • Custom payroll reporting
  • Time tracking support
  • Benefit deduction support
  • State & local tax registrations
  • Benefit, HSA, & FSA deduction updates 
  • 401k integration support 
Get A Quote

Additional Ways We Can Help

  • State and Local Registrations support
  • PEO Unbundling
  • Payroll/HR system selection and implementation

Our Clients

Proud to partner with high growth businesses and nonprofits.

“When it comes to outsourcing your payroll, you would be in great hands with Milestone. They are experts who understand the nuances of payroll processing and deliver a comprehensive solution and a great employee experience. Working with them made my life easier.”
Jim White
Controller – ClusterTruck
“We appreciate our partnership with Milestone. When it comes to payroll, experience matters, and Milestone consistently delivers great service.”
Susie Howard
Chief of Staff – Purdue Polytechnic High School
“Payroll is something you have to get right, the first time. We hired Milestone because they are payroll experts and because a good employee experience is important to us.”
Kimberley Best
Talent Operations Specialist – Lessonly

We Utilize Best-In-Class Technology

A Back-Office Plan That Grows With You

Each of our startup plans is carefully curated to keep the back-office simple and streamlined while still setting the business up to scale. Our startup package ensures your focus remains on growth and innovation while we ensure your accounting, HR, and payroll are running smoothly. 

Accounting

For startups that need accurate bookkeeping and the financials necessary to support meaningful decisions. We tailor your accounting solution to make sure it works for you now and into the future.

Weekly Bookkeeping

  • Accounts Payable
  • Credit card transactions
  • Bank / credit card reconciliations
  • Merchant account reconciliations
  • Payroll journal entry
  • Customer Invoicing
  • Customer deposits
  • Collections support

Monthly Accounting

  • Monthly financial statements
  • Balance sheet reconciliation

HR

For startups that need simple compliance plus the flexibility and support to expand as your company grows.

Essential People Services 

  • Employee onboarding
  • Employee offboarding & exit interviews
  • Handbook with regular updates
  • HR compliance monitoring
  • Employee relations
  • Physical & electronic labor posters
  • Benefit and retirement plan coordination
  • Unemployment & workers’ compensation claim administration 

Payroll

For startups that need a customized solution that can support multi-state filings, flexible pay schedules, and a customized workflow facilitated by best-in-class technology.

Payroll Services

  • Payroll administration
  • Employee onboarding/offboarding
  • Basic and custom reporting
  • Employee resource for payroll questions
  • State tax registration support 
  • Off-cycle, bonus, and commission processing
Get A Quote
Get A Quote
Get A Quote

Additional Ways We Can Help

HR:

  • Fractional talent acquisition
  • Employee surveys
  • Compensation strategy and benchmarking
  • PEO Unbundling 
  • Technology vetting & implementation 
  • Job description creation 
  • Performance management program implementation 
  • HR Assessments

Accounting:

  • Cash flow forecasting
  • Financial modeling to support a capital raise
  • Accounting system selection / implementation
  • Tech stack selection / implementation

Our Clients

Proud to partner with high growth businesses and nonprofits.

“As a startup company with no data or history, financial planning and forecasting were overwhelming. The Milestone team 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
“What stands out to me about Milestone’s service is access to so many levels of expertise. We have both a dedicated team and different layers of background expertise available when we need it.”
Casey Putschoegl
Co-Founder/President – Base
“Prior to engaging with Milestone, I was worried about the level of control I would have over my business. In reality, I now have confidence in the accuracy of my back office and the decisions I’m making based on the data I’m looking at. I am way more confident than I ever would be if I controlled it from A to Z.”
Ian Brown
CEO, Managing Partner – Bohu Digital

We Utilize Best-In-Class Technology

Interested in learning more? Contact us