An Accountant's Accountant with Ryan Rees
In this episode of the SMB Playbook, Ryan Reese, managing partner of Milestone Advisors, shares how a modest tax practice grew into a 40-plus-person firm delivering full-spectrum accounting, controllership, and fractional CFO services. He discusses the partnership with BJ Thompson that followed an unsustainable workload, the firm’s flexible culture that lets team members shape their own schedules and compensation, and the competitive edge of near-instant client responsiveness. The conversation turns to Exit Engine, his collaboration with Josh Freeman that equips business owners to prepare for…
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