“I hired Milestone immediately after Scott Jones and I launched ChaCha. They did a great job implementing our bookkeeping systems and providing us with CFO level consulting to help us manage our business in a very fast moving environment.”
Brad Bostic
President – ChaCha Search, Inc.
“When I created My Health Care Manager, I knew we didn’t need a full-time CFO or even a full-time accountant, so I immediately outsourced our accounting to Milestone Advisors, augmenting our internal resources. I am delighted with the arrangement.”
Alan Stanford
CEO and Founder – My Health Care Manager
“Milestone Advisors helps me keep the accounting department running smoothly. By delegating the bookkeeping and clerical tasks to Milestone, I’m able to focus on our higher priority projects. This is an incredibly cost effective and efficient way to run our accounting department. I wished I’d hired Milestone long ago.”
Lori Wilson
Controller – BEA Holdings, LLC
“With Milestone, we get experienced financial leadership to help with financial projections, strategic planning and day to day tactical issues at a cost that fits within a small business budget.”
Brian Clark
CEO – Collision Solutions, Inc.
“Milestone is a unique resource for the small business owner. Whether you’re looking for basic bookkeeping or experienced financial leadership, Milestone has the expertise and relevant experience to help you reach your goals. They are focused on a niche that is simply not being well served in this market.”
Bruce Kidd
Senior Vice President – Walker Information
“Milestone has been a great partner for our company. With their CFO and Controller services, we receive reliable financial information in a timely manner. It also removes the burden from my shoulders, so I have the time to focus on growing my business.”
Bryan Debshaw
CEO – Polaris Laboratories, LLC
“Milestone does a better job with my bookkeeping than I could ever do myself. They have freed up my time, allowing me to focus on existing customers and business development. The cost is very reasonable and easily justified. I should have done this years ago.”
Ron Smith
President – MarketWise Solutions
“Milestone serves as our part-time CFO, but it doesn’t feel part-time. They are readily available for phone calls or last minute meetings. Milestone plays a key role in my business.”
Ty Moser
CEO – Moser Consulting, Inc
“When I met Milestone, I was looking to acquire a company and needed guidance. Milestone worked closely with me to develop an acquisition strategy and negotiate a letter of intent. At the same time, they developed a financial projection model and helped us articulate our business plan in a clear, concise presentation. In the end, they provided the experience and the connection to the capital resources that I needed to get my deal done.”
Jerry E. Ritchie
CEO – Ritchie Automation
“Engaging Milestone has allowed me to focus on profitable activities with the confidence that my accounting is being handled in an accurate and professional manner.”
Chris Stark
President – Stark Capital
“Milestone helped us prepare for an important bank meeting. They took time to understand our market and then developed a roadmap to help us reach our vision with a solid financial projection model. The bank came away with a much better understanding of our business plan and the confidence to assist us in attaining our goals. Milestone is a great partner.”
Heidi Farmer
Vice President, Business Development – Hoosier Equipment Service, Inc.
“Milestone has built a firm foundation that ensures our internal processes and accounting standards are in good shape. We now have better clarity in our operations and management.”
Zeke Turner
CEO and Co-Founder – Mainstreet Property Group
“I am very stubborn and I don’t like change. Milestone came in and persuaded me to look at things a little differently with my chart of accounts and the way we handled our paperwork. I’ve trusted them and have been delighted with the outcome.”
Ken Jenniges
Owner/Operator – Steamatic of Indianapolis
“It’s just nice to work with Milestone, and it’s affordable. I met with a number of different firms, but only Milestone was positioned to offer the higher level of expertise when I needed it.”
Mike Ducy
Owner – Group 262
Ready to get started? We’d be happy to discuss how we can help you achieve your business goals. Contact us today.