Milestone

Accounting System Design & Implementation Services for Small Business

Building the foundation for better decision making

We assess your current accounting setup and deliver a clear roadmap to the right accounting software or ERP system implementation, replacing inefficient manual processes and training your team for long-term success.

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Our Clients

Proud to partner with high growth businesses and nonprofits.

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“The Milestone team has been incredible. When we first met, my business was really starting to take off, but I was frustrated by a lack of financial visibility. In short order, Milestone restructured our systems and processes and implemented reporting and dashboard tools that allow our team to make informed decisions. They also helped me secure the growth capital I needed to support our goals. I would highly recommend Milestone to anyone looking to take their business to the next level.”

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Dustin Denton Director – Seamless Roofing, LLC

“I have known and worked closely with Milestone for several years. They are thorough, smart, and focused. They understand how to leverage technology to drive process improvement and have the skills to lead organizational change. Milestone is an incredible resource, and I would recommend them without hesitation.”

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Ian Vacin Co-Founder & Chief Customer Officer – Karbon

“When I first met Tom & Melissa, I knew they ran a different kind of accounting firm. They are progressive in their use of technology to drive efficiencies and create a better client experience. In an old school industry that is sometimes slow to embrace change, Milestone stands out as a true leader.”

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Carla Caldwell Founder – Caldwell Consulting & Training
Intuit trainer

Our accounting expertise, customized to fit your business needs. 

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Processes & Procedures

Strong processes drive effective financial management. Our accounting system design & implementation services for small businesses evaluate your workflows and recommend improvements that scale.

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Internal Controls

Most small businesses are vulnerable to fraud, and the effects can be devastating. We vet your internal control structure, identify exposure areas, and make recommendations so you can be confident you’re secure.

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Reporting & Dashboards

Access timely and accurate information with a reporting and dashboard solution that will allow you to make smart decisions.

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Best-in-Class Technology

We keep up on the latest business solutions so you don’t have to. Our team of experts will guide you through the process and set you up for success.  

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System Implementation

Our implementation experts understand how technology works together and will configure your systems to deliver the results you want. 

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Training & Support

Once we get the foundation right, we create a smooth handoff to your team. We provide initial training and ongoing support to make sure your solution truly works for your business.

Get Started!

Transform your accounting into a competitive advantage.

Get in touch with a Milestone team member.



We Utilize Best-in-Class Technology

Gray QuickBooks logo featuring the iconic “Q” emblem, representing accounting software solutions for small businesses, payroll management, and financial reporting.
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Logo of Ramp featuring stylized lowercase text and a rightward-pointing swoosh, all in black, showcasing minimalist design.
Dext logo in bold orange typography, representing financial automation tools for accountants and small businesses, including expense management and data capture solutions.
Logo of Xero, featuring stylized lowercase letters in grey on a white background, representing the brand's modern and sleek design aesthetic.
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Interested in learning more? Contact us