At Milestone CPAs, we specialize in helping tech startups launch, grow, and scale with confidence. Our CPA services are designed for early-stage and growth-stage startups that need more than basic bookkeeping — they need strategic financial insights, tax-smart planning, and investor-ready reporting. Whether you’re raising capital, navigating R&D tax credits, or preparing for acquisition, we provide the high-impact accounting solutions that modern tech companies need.
Who We Help
Early-Stage Startups: Set up your financial infrastructure the right way from day one.
Seed to Series A Founders: Manage investor expectations and prepare for scale.
Growth-Stage Startups: Get fractional CFO support, deep financial insights, and exit strategy planning.
Tech Entrepreneurs: From SaaS and fintech to hardware and AI, we understand the needs of innovation-driven businesses.
CPA Services Built for the Unique Needs of Startups
We provide technology accounting services for startups inlcuding proactive advice, reliable support, and a deep understanding of the challenges and opportunities facing tech startups. Our team is committed to helping your technology company achieve sustainable financial growth and success in the competitive market. Let us handle the complexities of your accounting so you can focus on building groundbreaking technology.
Entity Formation & Structuring
SaaS Revenue Recognition
Software Development Cost Accounting
Biotech and Pharmaceutical Accounting
Startup Tax Planning and Compliance
R&D Tax Credit Optimization
Equity Compensation Accounting
Financial Forecasting & Modeling
Investor-Ready Financial Reporting
Startup Accounting Systems Setup
Make strategic decisions and attract investors.
Your vision deserves financial clarity. Let Milestone CPAs help you navigate startup finance with confidence — from pre-seed to IPO and beyond.
Milestone Certified Public Accountants Inc. is a CPA firm in Pleasanton, CA, dedicated to providing comprehensive accounting, advisory, and tax services to help individuals and businesses achieve their goals.
6200 Stoneridge Mall Road Suite #300
Pleasanton, CA 94588
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