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

Additional Ways We Can Help

Accounting

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

Human Resources

  • Compliance & Benefits
  • Employee Experiences & Insights
  • Talent Acquisition
  • Total Rewards
payroll administration

Payroll

  • Payroll Administration
  • State & Local Tax Registrations
  • System Selection & Implementation

Account

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

Human Resources

  • Compliance & Benefits
  • Employee Experiences & Insights
  • Talent Acquisition
  • Total Rewards
payroll administration

Payroll

  • Payroll Administration
  • State & Local Tax Registrations
  • System Selection & Implementation

Our Clients

Proud to partner with high growth businesses and nonprofits.

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 a customizable suite of services, allowing your Fractional HR department to be as unique as your business.

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
  • 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



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
  • 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

Additional Ways We Can Help

Human Resources

  • Fractional talent acquisition
  • Employee Surveys
  • Compensation benchmarking
  • Remote hiring compliance support
  • HR assessments
  • PEO unbundling
  • HR system selection and implementation

Accounting

  • Weekly Bookkeeping
  • Monthly Accounting
  • Tax Services
  • CFO Services
payroll administration

Payroll

  • Payroll Administration
  • State & Local Tax Registrations
  • System Selection & Implementation

Our Clients

Proud to partner with high growth businesses and nonprofits.

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.

Essential services include:

  • Payroll processing
  • Payroll data gathering
  • Payrun review and audit
  • Standard payroll reporting
  • Employee onboarding/off-boarding
  • Final pay prorations
  • Liaison for employee payroll questions

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 

Additional Ways We Can Help

payroll administration

Payroll

  • State and Local Registrations support
  • Payroll/HR system selection and implementation
  • Workers Compensation Audit Support
  • ACA Filing Support
  • PEO Unbundling

Accounting

  • Weekly Bookkeeping
  • Monthly Accounting
  • Tax Services
  • CFO Services

Human Resources

  • Compliance & Benefits
  • Employee Experiences & Insights
  • Talent Acquisition
  • Total Rewards

Our Clients

Proud to partner with high growth businesses and nonprofits.

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

Additional Ways We Can Help

Human Resources

  • 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
payroll administration

Payroll

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

Our Clients

Proud to partner with high growth businesses and nonprofits.

Innovatemap logo with clean, modern lines and geometric letterforms, representing product design, branding, and digital innovation services for tech companies.
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We Utilize Best-In-Class Technology

Interested in learning more? Contact us