Bookkeeping is the foundation underneath every other piece of financial work. We build it carefully because everything else — tax planning, lending, audit, sale — depends on it.
Every account reconciled monthly with documented transactions and a tie-out to bank statements. No mystery balances.
Vendor bills entered and tracked, customer invoices issued and aged, with reporting on what is owed and when.
Adjusting entries booked correctly — accruals, deferrals, depreciation, and supporting documentation maintained for each.
Built for your industry and how you actually run the business, not a generic QuickBooks template.
Coordination with Gusto, ADP, Paychex, or your existing provider — payroll entries reconciled to your books each pay cycle.
Books reconciled to tax return, 1099s issued, and adjusting entries posted before filing — so your CPA is not reconstructing the year.
Bookkeeping engagements work best where the business has enough activity for the records to actually matter — and where the owner is past doing it themselves.
Companies past $500K revenue where bookkeeping has become too much for the owner or office admin to maintain cleanly.
Professional services, consulting, and project-based businesses needing project profitability and time-billing reconciliation.
Owners with multiple LLCs, holding structures, or property entities needing consistent bookkeeping across each.
A complimentary 30-minute consultation. We review your situation and tell you honestly whether Milestone is the right firm.
