ABOUT US
Compass CPA, PC was founded in 2021, offering Virtual CFO, Accounting, and Tax services. We help you navigate finances, taxes, and strategic planning with bookkeeping, reporting, accounts receivable and payable management, payroll management, cash flow management, business tax planning, and controller services. Our virtual company has a modern and innovative approach to accounting, with a commitment to excellence, integrity, and client satisfaction that sets us apart in the financial services industry.
OUR MISSION
Our mission is to provide founders, owners, C-suite, and management trusted professional advisory that helps transform their business and personal financial lives into objective, data-driven, accountable, and successful high-growth organizations.
OUR MISSION
Our mission is to provide founders, owners, C-suite, and management trusted professional advisory that helps transform their business and personal financial lives into objective, data-driven, accountable, and successful high-growth organizations.
OUR VISION
Our vision is to be an incubator of and a catalyst and multiplier to high-growth companies and individuals.
OUR VISION
Our vision is to be an incubator of and a catalyst and multiplier to high-growth companies and individuals.
Our Core Values
Proactivity
At Compass CPA, proactivity is not just a service approach; it's woven into the fabric of who we are. We operate with foresight, both internally and externally, anticipating needs and providing solutions before they're required. Proactivity is not just a service; it's our commitment to staying ahead in every aspect of our operation.
Growth-oriented
Growth is our guiding principle at Compass CPA, uniting our team and clients. Whether it's fostering professional development, advancing our business, or achieving personal financial goals, we are driven by a collective pursuit of growth. It's the reason we exist, and it propels us forward every day.
Accountability & Ownership
Diligence is our hallmark. We take ownership of our work, deadlines, and relationships. At Compass CPA, accountability is not a buzzword; it's a fundamental aspect of how we operate. We own our responsibilities, ensuring excellence and reliability in all our endeavors.
Teamwork
Our service model thrives on teamwork. We deliver high-value services by assembling a team of specialists around our clients. We believe in the power of collaboration, recognizing that we are stronger together than apart. Compass CPA is driven by a shared commitment to support each other and our clients, fostering a culture where collective achievement is celebrated.
Hardwork & Well-being
We value hard work, but we also understand the importance of balance. At Compass CPA, we encourage regular recharging, celebration of successes, and the pursuit of personal time. We believe in having fun together while maintaining a sustainable work-life balance. Let's be exceptional at what we do and retain our individual identities beyond the confines of work.
Services Value Proposition
Compass CPA, PC, was founded in 2021. We offer Virtual Accounting and Tax Services, including bookkeeping, reporting, accounts receivable management, accounts payable management, payroll management, cash flow management, business tax planning, and controller services.
We are a “virtual” company with a modern and evolved approach to accounting. Here’s what makes us the best choice:
We embrace responsibility for our tasks, meet deadlines with precision, and nurture strong relationships.
We offer a flat monthly fee for tailored bundled services, ensuring price consistency regardless of volume or communication.
We utilize advanced technology to offer streamlined and efficient services, from messaging to project management and accounting.
We specialize in profit-focused accounting, working with your team to boost cash reserves, reduce debt, and promote growth.
We serve clients nationwide, utilizing web-based tools and remote meetings for efficient accounting services.
We embrace responsibility for our tasks, meet deadlines with precision, and nurture strong relationships.
We offer a flat monthly fee for tailored bundled services, ensuring price consistency regardless of volume or communication.
We utilize advanced technology to offer streamlined and efficient services, from messaging to project management and accounting.
We specialize in profit-focused accounting, working with your team to boost cash reserves, reduce debt, and promote growth.
We serve clients nationwide, utilizing web-based tools and remote meetings for efficient accounting services.
The Compass CPA System
Over at Compass CPA, that’s how we feel with our Match, Stack, Drive systems. You will quickly see that each step along the way is soundly thought out and thorough, allowing you to join us in that feeling of having complete confidence in the system.
Your needs
Your budget
Your schedule
Your goals
Match
Your team
Your systems
Your tools
Your reports
Stack
Results
Action
Accountability
Growth
Drive
Let’s break down exactly what we mean when we’re talking about our Match, Stack, Drive systems.
It all begins with matching your needs, goals, and budget with a service package that is tailored to your business. In order for us to do what we do so well, we put a lot of time into the engagement setting and onboarding experiences.
The process begins with a questionnaire to help determine if we’re a good match for you. The questionnaire is available to the public to submit, along with scheduling a free consultation. Typically, this is what we seek to cover in our free consultation if not completed already, so if you have completed this, you can take more advantage of the free consultation by skipping over the familiarities.
The next step in the matching process is formulating an agreement and monthly fee based on your exact needs and budget. We use a defined pricing calculator that matches your size, your needs, and your budget with a flat monthly fee. After all, everyone likes to know their prices up front. Now we’re all matched up!
Next, it’s time to stack them up! This is where the fun really begins. First, we’ll stack you up with a full team strategically built around your service level. We assign specialists for each tier of service you’re matched with. For example, let’s say a client becomes a Virtual Controller client with payroll, bill pay, and tax services too. In this case, we would stack you with a controller, who would be your main contact, an accountant, and a tax expert. The main objective we seek by stacking you with a team is to achieve integration with your business and provide you with a full support team. By stacking you with a specialized and dedicated team, you will feel like we are truly part of your core team and integrated with the infrastructure and goals of your company.
Once you’re matched and stacked with your team, we’ll implement your technology stack. Perhaps you already have systems in place and you’d prefer not to change. That’s absolutely fine. We have experience with many accounting and payroll technologies, including but not limited to Netsuite, ADP, Xero, Sage, and many more. Our main theme at each step of our system is integration. We will spend this time not only focused on integrating our own technology, but we will also onboard our team onto your own business systems, whether that’s a CRM, a project management tool, or another business technology.
Now that we’ve integrated teams and technology, we’ll build your stack of tools and reports. All our business services include a standard monthly set of financial statements with a verbal and written summary report highlighting key performance and financial analysis data. Depending on your level of service, there is much more we’ll stack you with to help guide your company to your goals, including KPI dashboards, project proformas, budget vs. actual reports, long-term forecasts, inventory trackers, and other custom reports or tools tailored to your business needs.
The final part of our system is Drive. Beginning with the onboarding process, we’ll steer the ship through a detailed and thorough onboarding experience. Through this experience, we seek to achieve maximum integration with your business and your team so that your goals and ambitions become our own. We accomplish this by creating clear timing expectations, routine meetings, goal setting, and aligning on how we will effectively communicate together.
No matter what level of service you agree to, we drive expected results and outcomes. If you’re a Virtual Bookkeeper client, this might mean your books are always current and that you’re receiving a standard reporting package routinely so that at the end of the year, your company’s financials are ready to hand over to the tax team. If you’re a virtual controller or CFO client, then the outcomes and expectations have more of a proactive nature. You will see that your back-end office functions are automated, your management team is armed with useful tools to provide them with the insights they need to make key strategic decisions, and you are happy with the path of your company.
With our higher-level services, like the Virtual CFO, you will find huge value in how we drive action and accountability. We understand that there is a bridge between goals and success: execution. We work closely with you and your management team to assist in strategy setting, implementation, and follow-through. Meeting with us weekly to review new insights and reports, check the status of current goals, assign new action items, and create new goals will give even owners a sense of accountability. You will be fully supported at the highest level of executive decision-making by your trusted virtual CFO. Even with our other service packages, you will see that we create an accountable relationship that increases productivity and helps drive growth.
Compass CPA, PC conducts its business services with one consistent model: Match, Stack, and Drive. Not only are we confident, but we are also proud of how well this system works with all our clients.
CAREERS
Compass CPA, PC Is Interested In Candidates That Possess Some Or All Of The Following Characteristics:
Public Accounting Experience
CPA or CPA Candidate
MBA or Masters in Accountancy
Wide range of industry experience
Experience with companies of various sizes
Strong work ethic
Self starter
Check out our current job openings on our LinkedIn page.
Finance Manager (Remote- Flexible Location - Part Time)
Staff Accountant (Remote - Flexible Location)
Tax Manager (Remote - Flexible Location)
Accounting Manager (Central Time Zone)
Accounting Manager (Pacific Time Zone)
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