Milestone Certified Public Accountants logo — boutique CPA firm Pleasanton CA
Outsourced Accounting

A full accounting department without the overhead.

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.

The Milestone Difference

Why owners switch to us.

Nationwide Practice

Multi-state work across all 50 states.

Flat-fee Engagement

Price scoped upfront. No hourly meter.

24-hour Response

Answers within one business day.

Year-Round Access

Available beyond tax season. Quarterly check-ins.

How We Work

Four steps. No mystery.

Every engagement follows the same disciplined path. You always know what is next, and you always know who is doing it.

01

Discovery Call

A complimentary 30 minutes. We scope what you actually need — and tell you straight if we are not the right fit.

02

Engagement Letter

Clear scope, deliverables, and a flat fee quoted upfront. No surprises. No hourly meter spinning in the background.

03

Onboarding & First Close

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.

04

Quarterly Strategy

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

Questions We Get a Lot

Before we talk.

How is this different from just hiring a bookkeeper?+

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.

Do we keep our existing payroll provider?+

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.

Can you handle high-volume AR/AP?+

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.

What is the typical fee range?+

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.

Can you run period close audits for compliance?+

Yes — we handle monthly close certifications, internal controls documentation, and basic SOX-style attestations for businesses preparing for outside capital or audit.

What happens if our needs change?+

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.

An invitation

Don't see your bookkeeper roulette?

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.

Call directly: 925-320-0309