Who We Are

At Milestone, we are a dynamic and innovative business services and consulting firm, providing comprehensive solutions in Technology, Finance & Accounting, Tax, and Sell-side brokerage services. Established in 2017 and headquartered in the vibrant city of Salt Lake City, UT, we have assisted businesses across industries in streamlining their operations and achieving their goals.​
Managing the intricacies of technology, accounting, finance, and tax can be time-consuming and challenging for many businesses. That's where we come in. Our team of seasoned professionals is dedicated to becoming your trusted partner, offering expert guidance and support, so you can focus on what you do best – growing your business.​

Our Story: A Partnership Built on Trust

Our journey began with a vision to centralize and optimize back-office tasks for multiple businesses within a family office. This experience inspired us to create Milestone – a company driven by the belief that business owners should concentrate on their core competencies while leaving the complexities of technology, accounting, and finance to us. Our expertise and unwavering commitment ensure your business operates seamlessly, efficiently, and with enhanced productivity.​

Our Mission

Our mission is to empower our clients to focus on what they do best. We alleviate the burden of tedious back-office tasks, allowing you to dedicate your time and energy to strategic decision-making, business growth, and customer satisfaction. With our expertise and personalized approach, we enable you to thrive in a competitive landscape while maintaining operational excellence.​

Our Vision

We envision ourselves as being more than just a service provider. We aim to be your long-term strategic partner, forging deep connections with our clients. Unlike rigid and predefined solutions, we adapt and flex to meet your unique requirements. Our team becomes an integral part of your organization, seamlessly integrating with your team, understanding your goals, and working hand in hand towards your success.​

Our Core Values

Experience the Milestone Advantage and embark on a transformative partnership that will take your business to new heights.​

Contact us today to discover how we can drive your success and become an integral part of your journey.​