Fortes Milestones for Accountancy

Working smarter in accounting: getting a grip on time, money and growth.

The solution

Accounting firms are under pressure: margins are shrinking, compliance is becoming more complex and talent is scarce. Milestones helps you work smarter with a single platform for hours, invoicing, planning and reporting. That way, you keep a grip on your processes and create space for strategic advice.

From executive to advisory; The evolution of the accounting firm

The role of accountants is changing rapidly. Where it used to be about checking figures and reporting, the focus is now increasingly on strategic advice, risk management and process optimization. At the same time, requirements are increasing: stricter regulations, higher client expectations and a tight labor market.

Fortes Milestones helps firms make this transition. Automating repetitive tasks and providing real-time visibility into performance creates room for consulting, innovation and growth.

Seamless integration, scalable for any firm

Milestones easily links with virtually any system you already use. From accounting packages such as Exact Online, Twinfield, Yuki and Visma to CRM and document management systems. Thanks to the open API, custom integration is also possible, so you can always connect to your existing IT landscape.

Whether you work with a small team or manage a large firm, Milestones remains clear, fast and reliable. The platform is fully cloud-based and grows effortlessly with your organization. This keeps you flexible, without sacrificing control or insight.

More than software: a strategic partner for growth

Milestones is much more than a time tracking tool. It is a strategic platform that helps accounting firms work smarter, invoice faster and manage better.

With visually strong reporting and integration with your financial package, you get instant visibility into performance, margins and work in progress. Flexible invoicing options, such as subscriptions, advances and fixed prices, ensure that your services move with your customer.

A smart control structure prevents errors and speeds up payments. This is how you keep a grip on your cash flow and increase customer satisfaction. Milestones not only supports you operationally, but also helps you grow as an firm and steer strategically.

Collaboration and analysis by business people working in office

As fast as a speedboat

”We want to be a speedboat, Milestones can facilitate that.”

Paul van den Tillaart (R) and Freek van Wijk (L)

Founder and partner, FRWRD Fiscalisten

Read the full case study

Discover the possibilities of Fortes Milestones

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Control over hours

Write hours and disbursements in one screen, via PC phone or tablet, for multiple companies simultaneously.

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Smart planning

How busy is everyone? Full visibility and control over your projects and schedule.

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Smart reporting

Who is working on what? What are the results overall? Are we staying within budget?

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Fast and error-free invoicing

Invoice different price agreements, modify draft invoices and send easily.

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Get control over your projects

Monitor your budgets while writing hours or invoices and maintain control.

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Seamless integrations

Make time tracking & invoicing smarter with automated links.

The Fortes Milestones Maturity Model: your roadmap to digital maturity

Based on years of working with accounting firms, Fortes has developed a maturity model that describes the five stages of digital maturity. The model shows how firms are growing in the areas of time tracking, invoicing and scheduling.

Phase 1: Ad hoc

In these early stages, firms often work with multiple separate systems and many manual steps. Hours are tracked in Excel, creating uncertainty about work in progress and margins. Invoicing is done after the fact and reports are limited.
Recognizable? If so, there is much to gain in efficiency and error prevention.

Phase 2: Defined

Time registration and invoicing are now integrated and agreements with customers are standardized. Processes are beginning to take shape, but insight remains limited and reports are still prepared largely manually.
The challenge: How do you translate standardized processes into steering information with which to actively manage your firm?

Phase 3: Visibility

In this phase, firms gain graphical insight into their performance. Reports are visual, up to date and give immediate insight into margins per customer and employee. There is a grip on the past, but the step to future-oriented work is still limited.
The opportunity: use data not only to look back, but also to plan ahead.

Phase 4: Future growth

Resource planning is centralized and capacity decisions are made proactively. Billing and scheduling are linked and forecasting becomes a regular part of the process. Decisions at this stage are based on central data insights.
The step forward: from operational control to strategic direction.

Phase 5: World Class

The most mature firms have a clear vision and processes for continuous improvement. Reports are generated automatically, AI supports resource decisions and strategic advice toward clients is a core activity.
The question: how do you maintain this edge and keep innovating?

1. Ad hoc

Many systems and many manual steps for many employees

2. Defined

Timekeeping and invoicing are integrated and invoicing arrangements are standardized

3. Visibility

Graphical overview of past profitability and new insight into efficiency

4. Future growth

Centralized resource planning and proactive staffing decisions

5. World-class

Clear vision and processes for continuous improvement

Download the white paper ‘Working strategically in accountancy’ for free here

Inside this whitepaper, you’ll find insights on:

Why grip and insight are crucial
The Fortes Milestones Maturity Model as a route to working more efficiently
How to take the next step and how we support you in doing so