At Milestone CPAs, we understand the challenges small business owners face—especially when managing accounting, tax, and strategic planning responsibilities on top of daily operations. That’s why we created the Small Business Success Bundle — an all-in-one solution designed specifically for businesses with 50 or fewer employees. When you bundle all of your accounting, tax, and advisory services with us, you’ll receive a 20% discount — helping you save money while gaining the financial clarity and confidence your business deserves. With expert support behind the scenes, you can focus on what matters most — growing your business.
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.
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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.
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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.
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We handle the meticulous task of recording and categorizing your financial transactions. This includes managing your general ledger, bank reconciliations, accounts payable and receivable tracking, and generating essential financial statements.
We develop customized, forward-thinking tax strategies to help individuals and businesses minimize their tax liabilities. Our proactive approach ensures you’re making informed financial decisions throughout the year—not just at tax time.
We help you navigate the complex landscape of business regulations and ensure you meet all necessary reporting requirements. This includes assistance with sales tax filings, payroll tax compliance (where applicable), and other industry-specific reporting obligations.
CPA Services to Help Your Small Business Grow
Our budget certainty with a fixed monthly fee allows you to forecast your expenses accurately without unexpected accounting bills. You’ll gain direct access to expert CPA knowledge and personalized guidance, providing you with a trusted advisor who understands your business.
Accounting for small businesses
Bookkeeping services
Financial statement preparation
Budgeting and forecasting
Payroll Services
Cash flow management
Outsourced bookkeeping
If you’ve received a letter from the IRS or are facing an audit, we’ll represent you and communicate directly with the agency. We’ll ensure your rights are protected and guide you through every step of the process.
We partner with you to develop financial forecasts, budgets, and strategic plans that align with your business goals. We provide insights and analysis to help you make informed decisions about investments, growth opportunities, and overall financial strategy.
As part of our commitment to supporting your small business, we offer free payroll processing for your salaried employees. This includes generating pay stubs, handling direct deposits, and managing year-end W-2 forms – all seamlessly integrated with your accounting.
Let’s build your success, one milestone at a time.
Get Your Free Quote for the Small Business Success Package today and discover how our comprehensive, fixed-fee solution can empower your business success!
