Built for ambition. Backed by strategy.

About
Milestone Advisory

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.

Meet the Team

  • David Quinn, MBA, CPA

    PARTNER

    CFO with 25+ years of steering complex financial strategy, M&A, and capital markets. Scaled companies from startup to $800M+. Trusted by founders, boards, and investors to drive growth, unlock value, and navigate high-stakes decisions with precision.

  • Joe Choi, CPA, CMA

    PARTNER

    Financial architect for complex, high-growth companies. Deep expertise in GAAP reporting, ERP implementation, 280E tax strategy, and liquidity turnarounds. Builds and implements budgets, KPI frameworks, and variance analysis systems that drive accountability and performance. Known for cutting costs and bringing clarity to chaotic, regulated environments.

Core Services

Fractional CFO services providing high-level financial guidance and practical solutions without the full-time CFO cost.

Designed to scale with your business, providing accurate reporting, strong internal controls and efficient day-to-day financial operations.

Preparation of financial statements in compliance with GAAP to assist with external Audits and Reviews, banking relationships and raising capital to ensure accuracy, transparency, and adherence to regulatory standards.

Implementation of standard costing to ensure precise cost management, optimize performance, and support informed decision-making for long-term success.

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

Implementation of rolling cash forecasts, cost controls, and pricing strategies to improve liquidity and margins.

Advanced tax planning, intercompany and transfer pricing, and legal entity structuring to minimize tax liabilities.

Full integration of NetSuite, seed-to-sale software, and custom ERP solutions for operational efficiency.

We design and implement dynamic financial budgets, define strategic KPIs, and conduct ongoing variance analysis to help you stay accountable, optimize performance, and drive data-informed decisions.

Why Choose Milestone Advisory?

AI-Driven Insights & Automation

We leverage AI-powered tools and data analytics to enhance forecasting accuracy, automate routine processes, and deliver actionable insights.

Strategic Focus

We provide financial leadership, not just accounting services, to help businesses scale and sustain profitability.

Proven Cost Saving

Successfully identified, targeted and reduced cost of goods sold by 20% and reduced overhead costs between 10%-25%.  

High-Growth Industry Expertise

Hands-on experience navigating complex tax laws, compliance, and investor expectations in cannabis, biopharma, and M&A-driven businesses.

Schedule your appointment

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

Contact Us

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