New or established, we handle the plan, the numbers, and the day-to-day finances and operations.
Know what a lease, loan, or hire will do to your profit before you commit.
Models and loan packages built the way lenders expect.
Accurate monthly financials and a dashboard you'll actually read.
Find where margin leaks in pricing, labor, and costs, and fix it.
Business plans, franchise evaluation, financing, acquisitions, and launch preparation.
Bookkeeping, financial statements, cash flow, payroll, and compliance.
Profitability analysis, financial strategy, operational improvements, and fractional leadership.
There's a difference between advising a business owner and being one.
We've negotiated leases, secured financing, built financial models, hired employees, managed cash flow, navigated slow seasons, and made the difficult decisions that come with owning a business.
At Dogtrot, you get more than someone who understands financial statements. You get a trusted advisor who understands what it takes to build, operate, and grow a successful business.
Real business experience. Financial expertise. Practical advice.
You work directly with Greg, not a rotating team.
Video, phone, or email, wherever you are. We get back to you fast.
We'll never take on so many clients that we lose touch with you.
Your numbers, your goals, and your people, not just your file.
Set up right from day one.
Open on solid footing.
Numbers lenders trust.
Clean books, on time, every month.
Understand what's driving your profits—and what's holding them back.
No required path. No long-term contract. Just a direct line to your advisor, any time you need it.
Day one or year ten.
Buy one service or many.
Fixed project prices or one monthly retainer.
Licensed CPAs and attorneys for tax and legal work.
Tell us where you are and where you want to go.
Clear scope, clear price.
We start with what matters most.
Free consultation. Written quote. No surprises.
Fixed price, defined scope.
Books closed, statements delivered.
Ongoing advice, up to fractional CFO/COO.
Across the South, families once built a kind of home called a dogtrot house: two rooms under one roof, joined by an open breezeway down the middle. One side was for working and the other for living, and the breezeway between them kept the whole house cool, connected, and easy to move through. The family hound usually claimed it as his napping spot, which is how the house got its name.
We built our firm the same way.
Monthly bookkeeping, reconciliations, cash flow, payroll, sales tax, and compliance: the steady, careful work that keeps the lights on.
Startup and acquisition planning, pricing, cost and labor analysis, KPI dashboards, and fractional CFO and COO support: the thinking that moves a business forward.
Most owners end up hiring these separately, and the two rarely talk to each other. The bookkeeper never hears the plan, the advisor never sees the real numbers, and the owner is left carrying information back and forth. At Dogtrot, both rooms share one roof, and you're standing in the breezeway with us.
Greg Milam has worked every side of a business: the books, the operations, and the front counter.
After earning his accounting degree at Auburn, he started his professional career in public accounting, then moved into corporate finance. He spent the next 20 years leading multiple different operations at a large, privately held multinational, running large teams, building budgets at scale, launching overseas operations, and eventually owning a full P&L.
Then he became a small-business owner himself. Greg opened two franchises, one in pet care and one in personal services, handling the financial models, loans, leases, buildout, and hiring firsthand. He also co-founded an ed-tech software company, where he serves as CFO.
Along the way he learned lessons you can't get from a textbook. Some were wins worth repeating. Others were tough ones, like slow seasons, tight cash, and decisions that didn't pan out. Greg brings both to every client, so owners can skip the costly mistakes and build on what works.
He started Dogtrot Advisors + Accounting to be the experienced partner he wished he'd had: someone who knows the numbers and the day-to-day, speaks plain English, and picks up the phone.
Whether you're weighing a franchise against going independent, doing due diligence, preparing an SBA loan package, or building five- to ten-year financial models, we help you start smart.
You'll get clean monthly numbers and clear cash flow, so you can run with confidence instead of guesswork.
When margins are slipping, you're restructuring, or you're ready to grow, we find out where the money is going and help you redirect it.
Before you sign, we check the numbers carefully so you know exactly what you're buying.
Rooted in the South, we work with owners nationwide.
Your first conversation with us is about your business, not a sales pitch. We'll show you how both rooms of the house can help.
The first conversation is free, and it's with Greg, not a sales rep. We work with owners nationwide by video, phone, and email.
A few quick choices, then about five minutes of questions. Answer what you can and skip what you can't. Greg reviews every intake personally.
Which describes you?
What are you looking for help with?
Last updated: November 4, 2026
Dogtrot Advisors + Accounting ("Dogtrot," "we," or "us") provides small business advisory and accounting services. This policy explains what information we collect through dogtrotadvisors.com, how we use it, and the choices you have. If you have questions, email greg@dogtrotadvisors.com.
Information you give us. When you use our contact form, we collect your name, email address, where you are in your business journey, and your message. When you complete our client intake form, we also collect details such as your phone number, business name, type, and location, and general business information like revenue or startup budget ranges, funding needs, number of employees, accounting software, and goals. We also receive whatever you share with us by email, phone, or video call.
Information collected automatically. Like most websites, our hosting provider automatically receives basic technical information when you visit, such as your IP address, browser type, and the pages you view. This is used to deliver the website, keep it secure, and understand overall visitor trends.
Please don't send sensitive data through the website. We never ask for Social Security numbers, bank or card account numbers, or passwords through our forms. If we need sensitive records to provide services, we'll arrange a secure way to share them.
We do not sell or rent your personal information, and we do not use it for targeted advertising.
We share information only as needed to run our business and serve you:
Our website does not use advertising or tracking cookies.
Our website links to LinkedIn, Instagram, and Facebook, among others. Those sites have their own privacy policies, and we aren't responsible for how they handle your information.
We keep your information as long as needed to respond to you, provide our services, and meet legal and professional recordkeeping requirements. After that, we delete it or keep it in a form that no longer identifies you.
We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure, but we take care to limit who can access your information and why.
You can ask us to show you, correct, or delete the personal information we hold about you, or to stop sending you emails. Depending on where you live, you may have additional privacy rights, and we will honor them as required by law. To make a request, email greg@dogtrotadvisors.com.
If you become a client, the financial records and business information you share with us are also protected by the confidentiality terms in your engagement agreement.
Our website and services are intended for business owners and are not directed to children under 13. We do not knowingly collect personal information from children.
We may update this policy from time to time. When we do, we'll change the "Last updated" date at the top of this page.
Dogtrot Advisors + Accounting
greg@dogtrotadvisors.com