At Compass CPA, PC
Tailored Financial Insights, Exceptional Outcomes
Navigating your financial future with custom solutions and professional expertise to transform your visions into financial realities.
Talk to Our Experts and Level Up Your Business with Us!
Here's How We Can Help
As technology and business advances, we help you evolve with it by optimizing the tools at our disposal to create valuable, data-driven insights that drive tough decisions to help your company grow. We believe in creating accountable relationships where productivity is measured in outcomes and deliverables, not hours.
Virtual CFO
Our Virtual CFO utilizes financial data compiled by our internal finance team and partner accounting firm to better inform and guide you with customized solutions and create a solid growth strategy. As a result, our virtual CFO will help your company increase profitability, obtain financing, and attract investors. We utilize our real-world experience, industry knowledge, and expertise to implement strategic solutions that address a full range of financial challenges and opportunities.
Virtual Accountant
Our Virtual Accountant service provides you with accrual basis accounting and reporting services such as preparing your monthly financial statements with full supporting details and comparative data, worker's compensation audits, and meeting with you monthly to review reports with you and answer questions. Our accountants all have a background in financial accounting and understand tax implications well. With this level of service, we're not just adding transactions; we’re providing you with accurate and timely reporting to provide you with valuable insights into your company's performance. We're more than just a team of accountants. We're experts in building a strong financial foundation to help your business grow and accelerate.
Virtual Controller
Our Virtual Controller service matches you up with an experienced controller who works with you to help guide your business as it grows and achieves its goals. If you’re a growing service-based business that now needs professional financial advice but can't afford a full-time controller, our virtual controller service is a perfect match. Our Virtual Controller service provides you with experienced support for fast-paced financial management, strategic planning, accounts payable and receivable, and complex forecasting. With our virtual controller, you’ll be partnered with an experienced virtual controller and a virtual accountant—all at a fraction of the cost of a full-time controller. We focus more on strategic cash flow management and dynamic forecasting. If you're ready to scale, this kind of dynamic forecasting is a critical component of your future growth.
Virtual Tax Planner
Our Virtual Tax Planner is for the quickly growing W2 employee, the solopreneur, the serial entrepreneur, or the high-net-worth family or individual. We have three levels of service that all pay for themselves one way or another. These services go beyond basic compliance and take on a proactive approach to tax planning, strategy implementation, and annual management while giving you everything you need to be audit-proof.
Virtual Tax Compliance Adviser
Our Virtual Tax Compliance Adviser will help you drive the annual tax cycle beginning in January with an outreach to kick things off with our data request checklist and optional client organizer, and will guide you through the filing process to a timely completion. We will look at your local, state, and federal compliance requirements to create an annual compliance calendar and checklist to ensure you have peace of mind that your business is operating above the line. This includes the preparation of local business licenses, property taxes, state SOS filings, state franchise fees, and federal 1099 forms.
WE OFFER
BUSINESS SOLUTIONS
Get accurate reporting
smooth financial operations,
and proactive, strategic
advice with our vAccountant,
vController and vCFO services.
TAX SERVICES
Servicing your personal and
business needs from business
compliance, to tax preparation
and filing, to advanced tax
planning and strategy.
OPS SUPPORT
Full-service business operations
supporting project & team
management, systems and process
development, and proactive,
strategic advice.
Trusted by Global Companies
How It Works
For a fraction of the cost of hiring internally, our Virtual Controller, Accountant, and Tax services partner you up with a dedicated team of virtual accountants, CPAs, tax professionals, and other professional specialists who will work closely with you and your team to achieve your goals and run a successful business. Our services go beyond basic bookkeeping and accounting; we offer comprehensive financial reporting, forecasting, and a variety of proactive business and individual tax services.
Partnering with Compass CPA, P.C. will give you financial peace of mind and allow you to go back to doing what you know and love doing best with your business. We will help manage your accounting and tax operations through all steps in the cycle of a business year, from tax planning to your basic bookkeeping and reporting. Feel safe knowing you’re in the best hands!