Milestone
Indianapolis, IN
(1)
Indianapolis, IN
(1)
Milestone is a different kind of accounting firm. Crunching numbers is only part of our story. We get to know you and your business, so we can add value beyond just keeping your books. We will partner with you by listening, asking challenging questions, and planning ahead, instead of looking back.
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1 customer review
Megan Korte Lohman
As a startup company with no data or history, financial planning and forecasting was overwhelming. Tom was able to help me understand all of our options and enabled me make the best decision for us. Milestone provides the services that start-up companies need. Not only will they help you get your accounting system set up and keep the books, but they provide the strategic guidance to help a founder plan for growth and raise capital. They are an invaluable trusted advisor. More...
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What kind of accounting services do you provide?
Weekly Bookkeeping (Vendor invoices, credit card transactions, bank and credit card reconciliations, payroll, customer invoices, customer payment processing, collections).
Monthly Accounting (Month-end close, balance sheet account reconciliation, financial review meeting, customized financial package with executive dashboard)
Why is it so important for businesses to hire a great accountant?
The old school model of accounting has changed dramatically. Bookkeeping no longer has to be painful. Business owners no longer have to make decisions in the dark. Utilizing best in class technology tools combined with expert guidance, business owners gain a competitive advantage and have access to information to make informed decisions. Milestone is transforming accounting from a necessary evil into a competitive advantage. Let us show you how.
What do you love most about your job?
At Milestone, we have a deep appreciation for entrepreneurs. After all, we are entrepreneurs ourselves. We are passionate about combining people, process, and technology to enhance the lives of business owners by providing actionable, customized accounting solutions that transform accounting from a necessary evil into a competitive advantage.
What inspired you to start your own business?
At Milestone, we do what we do because we enjoy working with small business owners and being a part of their success. We want to make a difference for all those entrepreneurs who are out there making a difference every day.
Why should our clients choose you?
Milestone is a different kind of accounting firm. Crunching numbers is only part of our story. We get to know you and your business, so we can add value beyond just keeping your books. We will partner with you by listening, asking challenging questions, and planning ahead, instead of looking back.
​Leveraging best in class technology tools combined with expert resources, we will deliver actionable, custom-developed accounting and bookkeeping solutions for your growing business. We understand the financial challenges business owners face, and it is our mission to provide the tools and CFO-level guidance that will allow you to minimize risk, maximize growth and spend your time doing what you do best.
Bookkeeping & Accounting
The old school model of accounting has changed dramatically. Bookkeeping no longer has to be painful. Business owners no longer have to make decisions in the dark. Utilizing best in class technology tools combined with expert guidance, business owners gain a competitive advantage and have access to information to make informed decisions. Milestone is transforming accounting from a necessary evil into a competitive advantage. Let us show you how. Service offerings include: Weekly Bookkeeping, Monthly Accounting, and Special Projects.
Outsourced CFO
When it comes to selecting the right financial advisor for your growing business, experience matters. With nearly two decades of outsourced CFO experience, the Milestone team has seen it all. Whether you are looking for a strategic partner to support your growing business, a trusted advisor to navigate turbulent economic times, or an experienced leader to guide you to a successful exit, Milestone can help. Our founder, Tom Gabbert, is a pioneer and thought leader in the Outsourced Accounting industry. He understands the unique challenges of starting, growing, and exiting a business. Not only has he done it twice himself, but he has guided numerous clients over the years through successful exits.
Focus areas include: Financing Expertise, Financial Projections, Cash Management, M&A Advisory, Succession Planning, and Financial Turnaround.
Operational Excellence
Getting accurate and timely information to make informed business decisions doesn’t happen by accident. It takes experience and thoughtful planning to implement technology that will streamline processes and optimize financials. Our experts will start with an operational and accounting assessment to understand where you are now, and then provide a roadmap for how to help you reach your goals in the future. Our work doesn't stop there though. We are also prepared to implement the new systems and processes and train your team on best practices moving forward to ensure success.
Service offerings include: Process & Procedures, Internal Controls, Reporting & Dashboards, Technology Applications, System Implementation, and Training & Support.
