Built for ambition. Backed by strategy.

Milestone Advisory is a specialized accounting and financial consulting firm, offering strategic financial leadership and expert advisory services. With a team led by seasoned CFOs and CPAs, we provide comprehensive financial solutions tailored to businesses across various industries. Our expertise spans financial reporting, compliance, operational strategy, and business growth planning.   Data-driven  insights to drive profitability and operational efficiency.

Mission - To empower growth-stage companies with strategic financial leadership — delivering controllership and CFO-level insights without the full-time cost, through objective, hands-on advisory and operational support.

Vision - To be the trusted financial partner for growth-stage companies — delivering high-impact, cost-efficient solutions that drive clarity, profitability, and investor readiness

About Milestone Advisory

Meet the Team

  • Joseph Choi, CPA, CMA

    Founder & Principal Advisor

    joseph@milestoneadvisoryllc.com

    Joseph is a strategic finance executive with over 15 years of experience driving growth, profitability, and financial discipline across high-growth and regulated industries. Prior to founding Milestone Advisory, he served as Head of Finance for a multi-state manufacturer and distributor in the U.S., where he led initiatives that scaled revenue by 61% over two years and turned EBITDA from negative to positive within the first year. He developed segmented P&L reporting by state, enabling granular financial insights across diverse regulatory environments, and executed cash flow and tax strategies that significantly improved financial performance and compliance.

    Previously, Joseph held financial executive roles at Red White & Bloom (CSE: RWB) and TerrAscend (TSX: TSND, OTCQX: TSNDF), where he led IFRS- and GAAP-compliant reporting, post-merger integration, and the execution of a reverse takeover (RTO). He directed the companies’ financial audit processes, ensuring accuracy, transparency, and compliance across multiple entities. He also built finance teams from the ground up, implemented ERP and reporting systems, and developed investor-ready financial infrastructure to support audits, board reporting, and capital market activity across North America.

    A CPA, CMA, and graduate of the University of Toronto, Joseph ranked in the top 1.5% on the Ontario CPA, CMA entrance exam and in the top 5% on the national CPA, CMA final case exam. He is a trusted advisor to founders and executive teams navigating complex financial structures, multi-jurisdictional operations, and capital-intensive growth strategies.

  • Our Delivery Team

    Milestone Advisory is supported by a high-performance delivery team that enhances our ability to serve clients with speed, accuracy, and scale. This includes:

    A financial operations and reporting team that manages bookkeeping, payroll, tax filings, and financial reporting with precision and consistency.

    A seasoned ERP implementation specialist who supports system selection, integration, and optimization across a variety of platforms.

    Our model allows us to deliver enterprise-level capabilities while maintaining the agility, focus, and senior-level oversight of a boutique advisory firm.

Core Services

Fractional CFO services that deliver strategic financial leadership and hands-on solutions — without the cost of a full-time CFO.

Built to scale with your business, delivering accurate financial reporting, robust internal controls, and efficient day-to-day operations.

Preparation of GAAP-compliant financial statements to support audits and reviews, strengthen banking relationships, and facilitate capital raises — ensuring accuracy, transparency, and regulatory compliance.

Implementation of standard costing systems to improve cost accuracy, optimize operational performance, and enable data-driven decision-making for sustainable growth.

Due diligence, post-merger financial integration, and corporate structuring to streamline transitions and maximize shareholder value.

Implementation of rolling cash flow forecasts, cost control measures, and pricing strategies to strengthen liquidity and enhance margins.

Advanced tax planning, intercompany structuring, and transfer pricing strategies designed to minimize tax liabilities and optimize your legal entity footprint.

Full integration of ERP systems, seed-to-sale platforms, and custom solutions to streamline operations, improve data flow, and enhance decision-making across your organization.

We build dynamic budgets, define strategic KPIs, and lead ongoing variance analysis to drive accountability, optimize performance, and support data-informed decisions.

Why Choose Milestone Advisory?

AI-Driven Insights & Automation

We harness AI-powered tools and advanced analytics to improve forecasting accuracy, automate workflows, and surface actionable financial insights.

Strategic Focus

Beyond accounting, we deliver CFO-level guidance to help businesses scale, optimize margins, and sustain long-term profitability.

Proven Cost Saving

We’ve driven measurable impact — cutting COGS by 20% and slashing overhead by 10–25% through targeted financial strategies.

High-Growth Industry Expertise

Extensive experience in cannabis, biopharma, and M&A-driven environments — managing complex tax, compliance, and investor demands with precision.

Schedule your appointment

Schedule your FREE session to uncover risks, streamline operations, and unlock growth opportunities with expert financial insight.

Free Comprehensive Assessment
1 hour
A structured, in-depth financial review tailored to your business. We’ll walk through your current reporting, month-end process, and financial controls. Together, we’ll identify areas for improvement in forecasting, margin visibility, KPI alignment, and operational efficiency. You’ll walk away with clear next steps — no obligations.

Free Section 280E and Tax Strategy for Regulated Industry
1 hour
A focused session for cannabis and other regulated businesses. We’ll review your legal entity structure, P&L, and tax returns to identify 280E exposure, assess compliance risks, and explore strategic planning opportunities to minimize tax burden.

Contact Us

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