A law firm has trust accounting compliance. An architecture practice has project-based revenue recognition. A marketing agency has retainer income and contractor exposure. A real estate brokerage has commission-driven income. The financial dynamics in each look completely different up close.
We have built playbooks across each of these specialties — refined through real engagements with Bay Area firms — so the work that moves the needle in each industry gets handled by a CPA who has seen it before.
Six specialty areas, each with its own playbook.
Solo and multi-partner firms — IOLTA compliance, partnership economics, California PTET coordination.
View Practice →Design and engineering firms — project economics, multi-state nexus, contractor classification.
View Practice →Independent consultants and coaches — entity structure, retirement plans, project-income management.
View Practice →IT consultancies and MSPs — R&D credits, MRR accounting, contractor structuring, multi-state work.
View Practice →Agencies — retainer revenue accounting, AB 5 contractor compliance, multi-state nexus, agency profitability.
View Practice →Real estate brokerages and agents — commission income management, S-corp timing, deduction structuring.
View Practice →All four Milestone practice areas fold into professional services engagements — tax, accounting, advisory, and private client work for the firm owners themselves.
A complimentary 30-minute consultation. We review your situation and tell you honestly whether Milestone is the right firm.
