Compass CFO provides accounting/ CFO consulting services.
Our services range from bookkeeping to financial reporting to high level CFO consulting.
Target audience: small business owners.
At the core, we help clients grow their businesses. We function as an extension of our clients’ firms, seamlessly integrating, guiding financial strategies. We work to help clients navigate financial (and operational) business decisions.
Why clients hire us:
Clients are struggling to figure out where they are going and how to get there. They need a trusted and experienced financial business partner.
Some clients are overwhelmed, some just need basic accounting services but others don’t know how to move forward to grow their firms.
As their partner:
- We help clients “break inertia”
- We identify weaknesses and provide solutions
- We provide strategic direction, clarity
- We simplify and translate accounting information (making it understandable for business owners)
- We recommend and help create processes to meet growth needs - from thinking through their organization structure to cleaning up accounting systems.
- We help them figure out what questions to ask
- We build strong client relationships demonstrated by our high referral rate for new client work.
What sets us apart - we are not your typical financial consulting firm
- We are trusted partners
- Clear, consistent communication – client focused
- Unique pricing structure – projects are fixed cost vs. billed hourly we provide clear expectations + communication