Milestone Consulting

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.

Fractional CFO Service

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. Fortunately, there is a cost-effective solution: part-time, outsourced CFO services.

Experienced, Knowledgeable and Trustworthy, We're in Your Corner.

When you take advantage of our outsourced CFO services, you get a dedicated, experienced financial professional who helps you make the tough business decisions you need to guide your business to future success. You’ll also have a better understanding of the financial side of your business based on hard numbers. No more guessing about whether you’ll qualify for that loan to buy more equipment or wondering why you’re always short of cash.

When you use our CFO services, here’s what we do for you:

Prepare monthly, quarterly, or annual financial statements
Financial forecasting
Provide main KPIs analysis
Provide guidance for increasing cash flow and improving profitability in support of future financial goals
Seek for funding opportunities to help growing the business Strategic tax planning
Set up an accounting system and controls

Dedicated CFO Services

The role of CFO is crucial to every business no matter what size. Whether you’re a start-up business, have made it to the five-year mark, or are ready to expand, we have the expertise -- and experience -- you need.

Business Loan Consulting

Your Guide to Securing the Right Financing

In today’s competitive business environment, obtaining the right financing can make all the difference between achieving your goals and missing out on key growth opportunities. However, navigating the maze of loan options can be overwhelming, especially when you’re not familiar with the intricacies of financial terms, eligibility criteria, or the application process. That’s where our Business Loan Consulting service comes in – we guide you through every step to help you secure the best financing option for your business needs.

Expert Advice to Navigate the Loan Landscape

Our team of experienced financial consultants works closely with you to assess your current financial situation, understand your business objectives, and match you with the right lenders or funding sources. Whether you're looking for working capital, equipment financing, real estate loans, or expansion capital, we’ll help you identify the most suitable loan products, negotiate favorable terms, and optimize your chances of approval.

With our Business Loan Consulting service, you get:

Comprehensive Loan Evaluation: We assess your financial health and needs, helping you determine the right type of loan for your business, including term loans, lines of credit, SBA loans, and more.
Access to Lenders: Leverage our extensive network of lenders, including traditional banks, private lenders, and alternative financing options, to find the best match for your business.
Loan Application Support: We provide step-by-step assistance with your loan application, ensuring that you have all the necessary documentation and that your submission is well-prepared for approval.
Optimized Loan Structure: We help you evaluate the terms of each loan offer, from interest rates and repayment schedules to collateral requirements, ensuring that the loan structure aligns with your business cash flow and growth plans.
Improve Your Creditworthiness: If necessary, we guide you through strategies to improve your credit score and financial position before applying, increasing your chances of securing favorable terms.
Ongoing Guidance: From the initial consultation to securing the loan and beyond, we remain by your side to ensure that the financing works for you, offering advice on how to manage debt and optimize cash flow for future success.

Dedicated to Your Business Growth

Securing a loan is a crucial step in fueling your business growth. With our Business Loan Consulting service, we provide you with the expertise, insights, and support to ensure that you make informed decisions and access the funding necessary to take your business to the next level. Whether you're a small start-up or an established company, we’ll help you understand your options, navigate the process, and secure the financing that best supports your goals. Let us simplify the loan process for you, so you can focus on what matters most – growing your business.

AI-Driven Financial System Setup

Transform Your Business with Smart Financial Automation

In today’s fast-paced business world, staying ahead requires not only having the right strategy but also leveraging technology to streamline operations and enhance decision-making. One of the most powerful ways to achieve this is through AI-driven financial systems. These systems automate complex financial tasks, provide deeper insights, and improve accuracy, allowing you to focus on scaling your business. But implementing AI in your financial operations can be daunting – that’s where our AI-Driven Financial System Setup service comes in.

Unlock the Power of AI for Smarter Financial Management

Our AI-driven financial systems are designed to simplify and enhance your business’s financial operations. Whether you're looking to automate bookkeeping, improve cash flow management, or get real-time insights into your financial performance, we provide a tailored solution to suit your needs. We work closely with you to design and implement an AI-driven financial system that integrates seamlessly into your existing processes, transforming your financial management into a competitive advantage.

With our AI-Driven Financial System Setup service, you get:

Tailored System Design: We start by understanding your business’s specific financial needs and workflows. Our team designs a customized AI system that integrates seamlessly with your existing accounting software, ERP system, or financial tools.
Automation of Routine Tasks: From automating data entry and invoicing to streamlining expense tracking and reconciliations, we set up AI systems that handle routine financial tasks, saving you time and reducing the risk of human error.
Real-Time Financial Insights: Our AI tools provide you with real-time insights into key financial metrics, such as cash flow, profit margins, and working capital. With AI, you can make faster, data-driven decisions with more confidence.
Predictive Analytics: We set up AI-powered forecasting tools to predict future financial trends, helping you plan for growth, manage risks, and make more accurate budget forecasts.
AI-Driven Reporting: With automated financial reporting, you’ll get detailed, easy-to-understand reports that highlight key business performance indicators, helping you track your financial goals with ease.
Scalability and Flexibility: Our AI solutions are scalable, allowing your financial systems to grow with your business. As your needs evolve, we ensure that your system can adapt to new challenges, seamlessly integrating with new tools or processes.
Ongoing Support and Optimization: After the setup, we provide continuous monitoring and optimization to ensure that your AI-driven financial system is running smoothly, and we help you leverage new AI capabilities as they emerge.

Future-Proof Your Financial Operations

Implementing AI in your financial systems isn’t just about keeping up with the latest trends – it’s about creating a smarter, more efficient way to manage your finances. Our AI-Driven Financial System Setup service equips your business with the technology and expertise needed to automate routine tasks, gain deeper insights into your financial health, and make better decisions faster. Let us help you unlock the power of AI to streamline your financial processes, boost efficiency, and set your business up for future success. With AI at the core of your financial operations, you’ll be ready to face whatever challenges the future holds.