Guiding You to Financial Confidence and Clarity
Milestone CPA Advisory Group
Modern bookkeeping, tax prep, and advisory services built for small businesses, entrepreneurs, and individuals—led by a CPA with over a decade of experience.
Expert Financial Guidance Rooted in Experience and Integrity
At Milestone CPA Advisory Group, we believe every client deserves financial support that is clear, proactive, and personalized. Founded by a Certified Public Accountant with more than 10 years of experience across Fortune 500s and startups, our firm was created to fill a critical gap: delivering accessible, tech-forward accounting services tailored to the unique challenges of individuals and small businesses.
From early-stage startups to established entrepreneurs, we’re here to help you meet your financial goals with confidence and ease.
Practical Solutions for Growing Businesses and Individuals
We offer comprehensive financial services designed to simplify your financial life while keeping you tax-smart and compliant.
Our key services include:
- Bookkeeping: Organized, accurate, and up-to-date financial records to help you stay focused on growth.
- Tax Preparation: Expert, timely tax filing services that ensure compliance and maximize deductions.
- Small Business Accounting: End-to-end support for entrepreneurs and small businesses, from monthly reconciliations to strategic planning.
All services are available remotely, using modern tools for efficient, secure, and convenient communication.
What Sets Us Apart
CPA-Led Expertise: You’ll work with a Certified Public Accountant who brings 10+ years of industry experience to your business.
Tailored for Small Businesses: We specialize in the needs of entrepreneurs and growing companies—no cookie-cutter solutions here.
Modern, Remote-Friendly Approach: We embrace today’s tech tools to keep everything streamlined, secure, and accessible wherever you are.
Industry-Spanning Insight: With deep experience in healthcare, SaaS, energy, and professional services, we bring perspective that matters.
Let’s Reach Your Next Milestone—Together
Have a question or ready to get started? We’d love to hear from you.
📧 Email: info@milestonecpaadvisorygroup.com
📞 Phone: +1 (773) 897-7373
🕒 Business Hours:
Monday to Friday: 9:00 AM – 6:00 PM CST
Saturday: By Appointment Only
