Partner Stories
Partner Stories: Putting Fuel on the Fire
Justin Wright helps run accounting and CFO advisory services at Milestone Advisors. Two years ago the partners were spread thin,
Justin Wright helps run accounting and CFO advisory services at Milestone Advisors. Two years ago the partners were spread thin,
Kathryn Smith is a tax partner at Milestone Advisors, focused on small business clients, and has been in the profession
Ryan Rees is managing partner of Milestone Advisors, formerly Hartle & Rees, the first firm to join Baysora. Going in,
BJ Thomson founded Milestone Advisors in 2017 to give business owners the back office they lacked. By 2024 the firm
Bryan Whiting runs the technology division at Milestone Advisors, covering IT, development, data, and automation for the firm and its
An accountant at one of our partner firms spent two months on a client cleanup where the AR aging and
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