At Milestone Certified Public Accountants Inc., we offer professional bookkeeping services tailored for small businesses in Pleasanton and across the Tri-Valley area. Whether you’re a startup managing rapid growth or an established company needing cleaner records, our CPA-backed bookkeeping ensures accuracy, compliance, and confidence in your financials.
We meticulously record all financial transactions, maintaining an organized general ledger that reflects your business’s financial health.
Our team ensures that your bank and credit card statements align with your financial records, identifying and rectifying discrepancies promptly.
Receive timely and detailed financial reports, including income statements, balance sheets, and cash flow statements, providing insights into your business’s performance.
We manage your bills and invoices, ensuring timely payments and collections to maintain healthy cash flow.
Our payroll services ensure your employees are paid accurately and on time, with all necessary tax filings handled efficiently.
Stay compliant with tax regulations through our comprehensive tax preparation and filing services, minimizing liabilities and avoiding penalties.
Bookkeeping isn’t just data entry—it’s the financial foundation of your business. Mistakes can lead to cash flow issues, missed deductions, and audit risks. With Milestone CPAs, you get reliable, real-time financial reporting, allowing you to make confident decisions and stay tax-ready all year round.
We offer flexible packages designed to fit your business needs. Whether you’re behind on reconciling your books or need complete monthly support, Milestone delivers:
General Ledger Management
Bank & Credit Card Reconciliations
Financial statement preparation
Budgeting and forecasting
Payroll Services
Cash flow management
Fixed Asset Management
Accounts Payable & Receivable
Sales Tax and Compliance Support
We proudly serve businesses in retail, hospitality, real estate, construction, and professional services throughout Pleasanton and the greater Tri-Valley area. Our team brings a local touch with enterprise-level insights.
Choosing Milestone Certified Public Accountants means you’re not just hiring a bookkeeper—you’re partnering with a licensed CPA firm. We don’t just manage your numbers; we help you understand them.
We’re not just accountants – we’re your partners in growth. Our advisory services go beyond compliance, offering profit optimization strategies, cash flow analysis, and business structuring to help you scale and achieve your long-term financial goals.
Learn More
At Milestone CPAs, you’ll never feel ignored or left waiting. We pride ourselves on timely, transparent communication, with a dedicated team ready to answer your questions and provide real-time support when you need it most.
Learn More
No hidden fees, no surprises. At Milestone CPAs, we provide upfront, transparent pricing so you know exactly what to expect. More importantly, we focus on delivering measurable value that far exceeds the cost of our services.
Learn More
Bookkeeping involves recording, organizing, and managing all of your business’s financial transactions. It is crucial for maintaining accurate financial records, preparing for tax filings, managing cash flow, and making informed business decisions. At Milestone CPAs, we help small businesses in Pleasanton maintain clean books that support both compliance and growth.
While both are essential financial functions, bookkeeping focuses on day-to-day transaction tracking (invoices, expenses, payroll, etc.), whereas accounting involves interpreting, classifying, analyzing, and summarizing that financial data to prepare reports and tax returns. Milestone CPAs integrates both services seamlessly to give you full financial oversight.
We work with industry-leading software platforms such as QuickBooks Online, Xero, and Sage, depending on your business needs. Our team can also help you migrate data from legacy systems and provide ongoing support to ensure accurate recordkeeping and timely reporting.
Absolutely. Milestone CPAs offers customized bookkeeping packages. Whether you need help with monthly reconciliations, payroll, or just year-end clean-up before tax filing, we tailor our services to match your specific requirements and budget.
es! We serve a wide range of clients, including freelancers, consultants, and startups. Our bookkeeping solutions are scalable and cost-effective, designed to grow with your business. We ensure your records are IRS-compliant and investor-ready.
It’s easy to get started. Simply schedule a consultation with our team. We'll assess your current bookkeeping situation, identify areas for improvement, and craft a customized service plan that aligns with your goals.
Our pricing is customized based on your business size, transaction volume, and the level of service you need. We offer transparent, flat-rate pricing with no hidden fees. Contact us for a free consultation and quote tailored to your business.
Ready to streamline your bookkeeping processes and focus on what you do best? Contact Milestone Certified Public Accountants Inc. in Pleasanton, CA, to learn more about our bookkeeping services.
