Fractional CFO

CFO Services: A Cost-Effective Solution for Your Business

Businesses of all sizes benefit from hiring a Chief Financial Officer (CFO) or controller. But many small business owners worry that they can’t afford it. Maybe you’ve been trying to take care of your business financials in your spare time (or ignoring them altogether), but quickly realized it’s a losing battle because unless you’re an accounting professional yourself, your expertise lies elsewhere.

Our accounting expertise,
customized to fit your business needs.

Financial Metrics & KPIs

MEASURE YOUR SUCCESS! Let us help you build metrics to help you reach your goals. We will provide you with financial metrics to track progress and profitability. We will help you design Service Metrics to monitor Operational Efficiency.

Financial Projections

Get a financial roadmap for your business and gain the visibility you need to make smart decisions, improve profitability, and plan for growth capital.

Cash Management

We’ll review your current practices, deliver clear recommendations and provide custom tools that will allow you to monitor and adapt to the everyday needs of your business.

M&A Advisory

Whether you are looking to grow through acquisition or position your business to be sold, Milestone has the experience to guide you through the process.

Succession Planning

No matter if your target date is years away or just around the corner, we have the know-how to help you plan, prepare and execute a smart exit strategy.

Financial Turnaround

Improve cash flow, stabilize operations, and explore options for a successful business turnaround.