Welcome to a Professional Virtual Accounting Firm

778-802-8399 9:00 AM - 5:00 PM (Mon-Fri)

Welcome to Your Professional Virtual Accounting Firm

Milestone Consulting Inc. is a modern, virtual firm dedicated to empowering entrepreneurs with expert financial guidance. We help business owners break free from the burden of complex accounting and financial management, allowing them to focus on growth, profitability, and long-term success.

Specializing in Fractional CFO services, Business Loan Consulting, and AI Financial System Setup, we provide strategic insights and tailored solutions to drive smarter decision-making. Available online anytime, we bring financial expertise to your business—wherever you are.



Meet Your Accountant

Coco Chen CPA, CGA

Founder of Milestone Consulting

I am a dedicated and results-driven CPA, CGA with a passion for helping businesses achieve financial success. With a strong background in financial management and strategic planning, I offer comprehensive CFO and controllership services to companies seeking expert guidance in managing their finances.

My core belief is that financial success starts with a solid foundation. I work closely with businesses to establish accurate and reliable financial reporting systems, tailored to their specific needs. By implementing automated bookkeeping processes, creating customized financial reports, and setting up a chart of accounts, I enable businesses to make informed decisions, improve profitability, and achieve their financial goals.

Furthermore, I specialize in financial analysis, helping businesses identify trends, patterns, and opportunities for growth. Through variance analysis, ratio analysis, and benchmarking against industry standards, I assist businesses in optimizing their financial performance by reducing costs and increasing revenue.

Prior to launching my practice, I successfully helped a supplier transform their business from $2 million in annual revenue to an impressive $5 million, with a combined asset value of $10 million, through strategic planning and financial management. Inspired by this success, I decided to start my own practice and have since assisted numerous businesses in achieving financial success.

Beyond my professional accomplishments, I have also demonstrated my ability to grow and manage wealth through smart investments, including the purchase of my first commercial property as an investment.

I am committed to making a difference in the financial success of businesses. By leveraging my expertise and experience, I empower businesses to reach their full potential and thrive in today's competitive landscape.

Connect with me to explore how I can help your business achieve financial success and exceed its goals.

Our Services

Fractional CFO services

Access seasoned CFO expertise without full-time overhead. Gain financial clarity, strategy, and growth support tailored to your business needs.

Business Loan Consulting

Secure the right funding for your business with expert guidance. We help you navigate loan options, optimize financials, and present strong applications to maximize approval chances.

AI Driven Financial System Setup

Streamline your financial operations with smart AI automation. Gain real-time insights, predictive analytics, and accurate reporting to make data-driven decisions and optimize your business’s financial performance.