dedicated account manager

Engagements to suit your needs from fractional to full CFO needs. For example, at Milestone we specialize in working with professional services companies, Software as a Service companies, and nonprofits. We have years of experience in working with these industries and have tailored our services to meet their needs. We customize our services to your specific needs and provide a written proposal of estimated cost and timeline. We don’t take just any clients — we focus exclusively on a few key industries where our team has deep knowledge of accounting needs for your business. We focus on a few specific industries and software solutions to ensure we operate as a true extension of your team. Our clear focus means better financial insights that help deliver results for your business.

Every outsourced bookkeeping services owner faces stress due to the risk of tampering of critical business details. We’ve been providing outsourced accounting solutions since 1996, and our leadership team has prior experience directly in the industries we serve.

Top 10 Countries With The Highest Chartered Accountant Salary In The World

A bookkeeper is someone that solely handles your books – or records your transactions. An accountant analyzes those reports and can provide financial advice (e.g. tax advice).

What should you not outsource?

  • Core Competencies. Your core competencies are the capabilities or traits that make your company stand out from the competition.
  • Customer Service. Another area of your business that you should avoid outsourcing is customer service.
  • Human Resources.

In our 25+ years in business, we’ve focused on serving a few key industries to provide an unmatched level of experience and support. We’ve worked with hundreds of businesses in each of these industries to provide customized accounting services and software solutions to help their businesses grow.

How long does it take to see results from your services?

Both the client and the employees have to walk along holding hands, and Fin-eX won’t disappoint the client, ensuring fast and trustworthy services. Just because your accountant needs to step away doesn’t rule out an outsourced relationship. The beauty of accounting services is that it’s team-based, and your partner firm will have the professionals—and processes—in place to continue successfully managing your account. Cash basis accounting is much simpler, which is why many bookkeeping services offer it at a lower price. But accrual accounting can give you a better understanding of where your business stands.


Leave a Reply

Your email address will not be published. Required fields are marked *