Milestone Business Solutions Inc.
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The Controller at Milestone is responsible for preparing financial statements, managing the monthly close process, budgeting, forecasting cash needs, assessing and improving internal controls, maintaining financial models, and communicating with management about performance expectations.
The Staff Accountant will manage accounts receivable and payable, reconcile bank and credit card accounts monthly, and handle recurring journal entries while providing client support. Strong communication and organization skills are essential. Experience with QBO and cloud accounting tools like Bill.com is preferred.
The Account Manager is responsible for executing business reviews, identifying cross-selling opportunities, managing renewals, addressing client concerns, maintaining vendor relations, and fostering a sense of community among clients through events and communications. Continual learning and development of knowledge regarding the firm's products and services is also essential.