Bookkeeping, controller-level oversight, payroll coordination, and month-end close — delivered by a CPA-led team for less than the cost of one in-house hire.
Outsourced Accounting bundles the work most growing businesses need but cannot justify three full-time hires to cover.
Transaction coding, reconciliations, AR/AP support, expense management. The day-to-day work that keeps the books current and accurate.
Explore Category →Monthly close review, GAAP compliance, financial statement preparation, and process documentation. The senior layer most outsourced firms skip.
Explore Category →We coordinate with Gusto, ADP, or Rippling on your payroll. Year-end W-2 and 1099-NEC filings handled in-house.
Explore Category →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, team access established, prior-period assessment, and a process map of how money moves through your business. First clean close within 30 days.
Quarterly business review with your controller — process improvements, KPI trends, and what to escalate to your CFO or owner.
We hired Milestone to replace our in-house bookkeeper who was leaving. Six months later we realized we got more: a controller-level review on every close, weekly AR follow-up, and a 1-page narrative I can actually use. We are paying less than her base salary alone.
— Owner, Bay Area Distribution Business
$6M revenue · Milestone Outsourced Accounting since 2024
Bookkeeper does data entry and reconciliations. Outsourced Accounting includes that PLUS controller-level review on every close, GAAP compliance, financial statement preparation, and access to a CPA partner for strategy. It is a department, not a person.
Yes — we coordinate with whatever provider you use (Gusto, ADP, Rippling, Paychex). We handle the accounting side; the provider handles tax filings and direct deposits.
Yes — we manage AR aging follow-up, collections coordination, vendor onboarding, W-9 collection, and 1099 prep. For businesses over 200 transactions/month, we have dedicated volume engagements.
Most engagements run $2,500–8,500/month based on transaction volume, complexity, and team size needed. A single in-house bookkeeper at Bay Area rates runs $70–95K/year fully loaded — so even our high end usually costs less, with better depth.
Yes — we handle monthly close certifications, internal controls documentation, and basic SOX-style attestations for businesses preparing for outside capital or audit.
Outsourced Accounting scales up or down with volume. Growing into a CFO engagement? We add that layer. Shrinking? We rescope. Same firm, same people — easy transition.
A complimentary 30-minute call. Describe what you have now and what feels broken — we will tell you straight if outsourced accounting solves it and what the engagement would look like.
12-Month Owner Calendar
Every federal + California deadline an owner needs to know - payroll, sales tax, estimated tax, 1099, 571-L, business license - on one page.

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