Every Daily Transaction Coding engagement includes the work below as standard. Volume scales the fee; the deliverables stay the same.
Multi-state work across all 50 states.
Price scoped upfront. No hourly meter.
Answers within one business day.
Available beyond tax season. Quarterly check-ins.
Every engagement follows the same disciplined path. You always know what is next, and you always know who is doing it.
A complimentary 30 minutes. We scope what you actually need — and tell you straight if we are not the right fit.
Clear scope, deliverables, and a flat fee quoted upfront. No surprises. No hourly meter spinning in the background.
Books migrated from your existing platform, prior-period cleanup if needed, access set across the team. Your first clean monthly close lands within 30 days of engagement.
Quarterly P&L review with your CPA. We surface trends, flag mis-codings, and recommend chart-of-accounts changes before they become tax-time problems.
Our prior bookkeeper sent us a P&L every quarter and called it done. Milestone closes monthly, catches things before they snowball, and the CPA actually picks up the phone. The first month they found $11K mis-coded across three quarters — paid for the engagement five times over.
— Founder, Bay Area Marketing Agency
$3.4M revenue · Milestone Day-to-Day Books client since 2024
An in-house bookkeeper is one person — when they take vacation, your close stops. We are a team of four people behind every engagement, with CPA oversight on every close. You get continuity, expertise, and no payroll line for $65–90K/year.
About 60% of new clients arrive that way. We scope the cleanup separately in discovery, give you a fixed fee for it, then transition to ongoing monthly close. Common cleanup: misclassified prior years, unreconciled accounts, missing 1099 data, ghost vendors in the file.
No. We work in QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage Intacct, Wave, FreshBooks, and industry platforms (AppFolio, Buildium, Yardi, Procore). We meet your file where it is — no forced migrations.
Daily coding, monthly reconciliations, P&L + balance sheet, 1-page narrative, quarterly review call with a CPA, and unlimited email questions throughout the month. Year-end packages for the tax team. Sales tax filings if you need them.
Within 30 days of engagement letter signing. Faster is possible if your file is in good shape — say so on the discovery call and we will accelerate.
Yes — we collect W-9s throughout the year, file 1099-NEC and 1099-MISC by the January deadline, and coordinate W-2s with your payroll provider. Included in the standard flat fee.
A complimentary 30-minute call. Walk us through the current state — we will tell you straight what the cleanup looks like and what monthly close would cost going forward.
