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Milton CPA Services, LLC offers a wide variety of services across a full spectrum of clients.  We understand the unique challenges facing small business as well as the regulatory requirements and compliance issues facing larger industries.  A few of the specialized areas we focus on are:

Financial Institutions

Milton CPA Services, LLC understands the challenges facing community banks, from regulatory demands to the operating environment. We bring decades of experience in providing auditing, tax, IT and consulting to community banks. Our team will help your management team and board of directors build a strategy based detailed analysis and insights. We offer the following services to financial institutions:

  • Financial statement audits
  • Risk management
  • Tax compliance
  • Regulatory filing
  • Loan review
  • IT audit/information security assessment


The manufacturing, distribution and warehousing business environment has its own set of unique challenges and needs. Milton CPA Services, LLC offers a full range of services to this industry. All of our services are based on the wise stewardship of existing resources and the formation of strategies required for consistent growth.


Milton CPA Services, LLC brings a broad spectrum of experience for financial reporting, accounting, management, and consulting services to municipalities, states, and government contractors as well as related entities (Authorities). We have a dedicated team that concentrates on municipal and county governments. We can assist governments in day-to-day operations as well as monthly close requirements.  We also are able to assist local governements with compliance with some of the more complex areas such as pensions and postemployment benefits other than pensions (OPEB). 

A listing of some of the services we can provide for you is as follows:

  • Financial audits
  • Financial statement preparation
  • Capital asset accounting and reporting
  • Landfill financial assurance services
  • Capital and transportation projects funded by SPLOST and TSPLOST proceeds.  
  • Bond issuance services
  • Compliance audits including Single Audits under the Uniform Guidance
  • Education and training

Family-Owned Enterprises

We have a rich history of working closely with family-owned businesses. Growing companies have to think through a wide range of issues like tax law changes, human resources demands and issues, marketing decisions, financing, and succession planning. Milton CPA Services, LLC is able to provide clients with accounting software support, tax planning and compliance, and business advisory services. As your virtual CFO, our desire is to help generate ideas and solutions that benefit you, your business and your family.