without the full-time price tag
Your finance team, from CFO to bookkeeping
We provide full-spectrum financial leadership — from bookkeeping and compliance to controllership and CFO-level strategy — helping growth-stage companies gain clarity, control, and profitability without the cost of full-time hires.
Who We Help
▪ Growth-stage companies facing complex finances, investor demands, or rapid expansion
▪ Industries including biotech, manufacturing, service, distribution, and other regulated sectors
What We Offer
▪ Fractional CFO guidance — forecasting, cash flow modeling, KPI tracking
▪ Controllership — financial reporting, monthly close, internal controls
▪ Back-office support — bookkeeping, payroll, reconciliations
Why Choose Us
▪ Proven results — grew revenue by 61%, turned EBITDA positive in the first year
▪ 15+ years in finance leadership, CPA & CMA, ranked in top 1.5% nationally on professional exams
▪ Practical execution that delivers measurable outcomes
About Milestone Advisory
Meet the Team
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Joseph Choi, CPA, CMA
Founder & Principal Advisor
📧 joseph@milestoneadvisoryllc.comJoseph is a strategic finance leader with over 15 years of experience helping companies grow revenue, improve profitability, and strengthen financial controls — particularly in high-growth and regulated industries.
As CFO for a multi-state manufacturer and distributor in the U.S., he led initiatives that:
▪ Increased revenue by 61% in two years
▪ Turned EBITDA from negative to positive in the first year
▪ Built detailed P&L reporting by state for sharper decision-making
▪ Executed cash flow and tax strategies that delivered lasting performance gainsJoseph has also held senior finance leadership roles in publicly traded companies, leading IFRS- and GAAP-compliant reporting, post-merger integration, and a reverse takeover (RTO). He has built finance teams from the ground up, implemented ERP systems, and developed investor-ready financial infrastructures 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% nationally on the final exam. He is a trusted advisor to founders and executives navigating complex financial structures, multi-jurisdictional operations, and capital-intensive growth strategies.
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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
Drive growth with high-level financial strategy, investor readiness, and performance insights — without the full-time cost of a CFO.
Ensure accurate, timely books with streamlined monthly close, reconciliations, and compliance — freeing you to focus on running the business.
Stay audit-ready with GAAP-compliant financial statements, clear reporting packages, and proactive compliance monitoring.
Establish accurate cost structures for products and services, enabling better pricing, margin tracking, and profitability decisions.
Navigate deals with confidence through due diligence, financial modeling, valuation analysis, and optimal entity structuring.
Strengthen financial health with forecasting, working capital strategies, and cost optimization to improve cash flow and margins.
Minimize liabilities and maximize efficiency with proactive tax planning, entity structuring, and compliance oversight.
Streamline operations with expert selection, configuration, and rollout of ERP and financial systems that scale with your growth.
Gain control over performance with dynamic budgets, KPI dashboards, and actionable variance analysis to guide decision-making.
Why Choose Milestone Advisory?
Free In-Depth Financial Assessment - Before You Decide
We conduct a thorough review before engagement, typically uncovering 3–5 immediate improvements in cash flow, margins, and reporting.
Founder-Led, CFO-Level Expertise
Every client works directly with Joseph Choi, CPA, CMA, bringing leadership experience in biotech, manufacturing, and distribution — no hand-offs to junior staff.
Proven Results Across Growth Stages
From guiding a pre-revenue biotech to investor readiness to helping a $100M manufacturer-distributor improve gross margin visibility, our strategies deliver measurable impact.
Finance Department at Fractional Cost
Our 8-person team covers everything from bookkeeping to board decks, providing CFO-level insight without the cost of full-time hires.
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 (plus several hours of rigorous preparation)
This is not a casual chat. Before we meet, we’ll invest several hours thoroughly reviewing your financials to tailor the session specifically to your business. During the 1-hour assessment, we’ll conduct a structured, in-depth financial review — walking through your reporting, month-end process, and financial controls.
Together, we’ll pinpoint areas for improvement in forecasting, margin visibility, KPI alignment, and operational efficiency. You’ll walk away with clear, actionable next steps — with 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
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!