Based in Bend, Oregon, Compass CPA was built on a simple belief: businesses deserve more than a once-a-year accountant. They deserve a dedicated financial team that’s in their corner every month — one that understands the numbers and knows how to use them to drive real growth.
At Compass CPA, we pride ourselves on our deep expertise in Client Accounting Services (CAS). Our team comprises seasoned professionals with a wide range of experience across industries, all holding advanced degrees in accounting and finance along with CPA certifications. We’ve honed our skills working with businesses of every size — from early-stage startups to large corporations — and we stay current with the latest accounting technologies and trends to deliver service that genuinely meets and exceeds expectations.
But we’re more than a team of accountants. We’re experts in building strong financial foundations — the kind that give businesses the clarity, control, and confidence to grow and accelerate. That combination of expertise and commitment to client success is what makes us the ideal partner for all your CAS needs.
What Is Client Accounting Services (CAS)?
CAS is a tailored approach to elevating your business’s financial operations. Rather than one-size-fits-all accounting, CAS is a flexible suite of services designed to match exactly where your business is and where it’s headed — making your life easier and your business more successful.
No matter the size, age, location, or success level of your company, we have a service product that fits your needs. Our offerings are structured as core service tiers with additional a-la-carte options you can layer on, so you pay for exactly what you want and nothing you don’t.
Our two primary CAS service lines are the Virtual Accountant and the Virtual Controller. Each gives you a dedicated, remote team of CPAs and highly trained accountants — your complete back-office financial team, without the overhead of hiring one.
Virtual Accountant: Real Accounting, Real Insights
Our Virtual Accountant service delivers accrual basis accounting and reporting — a meaningful step above the cash method bookkeeping that most businesses settle for. We prepare your monthly financial statements with full supporting details and comparative data, handle business tax compliance in up to three states, and meet with you each month to walk through the numbers and answer your questions.
The difference is in the depth. We’re not simply logging transactions — we’re providing adjusting journal entries, accruals, and deferrals that paint an accurate picture of your company’s actual performance. Our accountants have strong backgrounds in financial accounting and a solid understanding of tax implications, which means the insights you receive are both financially rigorous and strategically useful.
What’s Included in the Virtual Accountant Service
Bookkeeping & Account Reconciliations — We keep your financial records in perfect harmony, freeing you to focus on running your business.
Business Tax Compliance (up to 3 states) — We navigate the complex multi-state tax landscape so you stay compliant and avoid costly surprises.
General Ledger Management — Your financial foundation, finely tuned and meticulously managed for accuracy, efficiency, and meaningful analysis.
Month-End Accrual Close — We apply accruals, deferrals, and accounting adjustments to match revenue to the period it’s earned and expenses to the period they’re incurred — giving you timely, reliable financial insights.
Standard Reporting Package — A complete view of your company’s performance, including a Profit & Loss Statement, Balance Sheet, and Statement of Cash Flows.
Virtual Controller: Your Complete Back-Office Team
If your business is growing fast and needs more than bookkeeping, the Virtual Controller service is built for you. It assembles a full back-office financial operations team under one roof: a Controller, Staff Accountant, and Payroll/HR Manager — all working together on your behalf, and all at a fraction of the cost of hiring even one of those roles full time.
Our team handles your customer invoicing and collections, represents your business with professional communications, and manages all vendor and contractor payments from onboarding through offboarding. We own your payroll and HR functions end-to-end — state tax compliance, employee onboarding and offboarding, benefits administration, HR policy management, and more.
This isn’t just financial support — it’s strategic partnership. Your dedicated Controller is a leadership-level professional ready to work alongside your management team and C-suite, guiding financial decisions and building the operational infrastructure your business needs to scale.
What Sets the Virtual Controller Apart
Guiding Growth, One Step at a Time — An experienced Controller dedicated to your success, working at the leadership level alongside your management team and executives.
Building Effective Operations — We implement processes, systems, and workflows where none existed before — and assess and improve the ones already in place.
Comprehensive Financial Management — From accounts payable and receivable to workers’ compensation audits, we handle the full spectrum of back-office demands.
Experienced Payroll & HR Management — Our payroll and HR team brings deep experience with large teams, remote workforces, and multi-state tax compliance.
Cost-Effective Excellence — You get the expertise of a full financial team — Controller, Accountant, and Payroll/HR Manager — at a fraction of what it would cost to hire any one of them full time.
Transparent, Scalable Pricing
We believe in clear communication and no hidden fees — and that extends to how we price our services. Our CAS offerings are structured across three tiers designed to scale with your business:
Starter (up to $500k annual revenue) — Virtual Accountant from $500/month | Virtual Controller from $1,000/month | Virtual CFO from $2,000/month
Growth ($500k–$5M annual revenue) — Virtual Accountant from $1,500–$3,000/month | Virtual Controller from $3,000–$5,000/month | Virtual CFO from $4,000–$7,000/month
Scale ($5M+ annual revenue) — Virtual Accountant from $3,000–$6,000/month | Virtual Controller from $5,000–$8,000/month | Virtual CFO from $7,000–$10,000/month
Every tier supports optional add-on bundles — including Individual Tax Compliance, Business Tax Compliance, General Tax Advisory, Proactive Tax Planning, Proactive Financial Planning, and Operational Support — so your service package is always exactly what your business needs.
The Benefits of Partnering with Us
Real-time financial data access — The visibility you need to make confident, informed decisions without waiting weeks for a report.
Streamlined operations — We build efficient financial and back-office systems that reduce friction and free your team to focus on growth.
Significant cost savings — One cohesive team covering Controller, Accountant, and Payroll/HR — at a fraction of the cost of hiring each role separately.
Expert guidance — Consistent access to seasoned CPAs and financial professionals who are genuinely invested in your success.
Why Choose Us?
Expertise — Our team is not just skilled; we’re passionate about making your financial life hassle-free.
Tailored Solutions — No one-size-fits-all here. We customize every engagement to suit your unique business requirements.
Effective Operational Management — We don’t just hand you reports — we build the financial and back-office processes and systems that keep your business running efficiently.
Transparency — No hidden fees, no financial jargon. We keep you informed and in control at every step.
Frequently Asked Questions
What is Client Accounting Services (CAS)?
CAS is a modern, tailored approach to accounting that goes far beyond traditional bookkeeping. It covers everything from accrual accounting and financial reporting to full back-office operations — including payroll, HR, and accounts management — all delivered remotely by a dedicated team of CPAs and financial professionals.
What is the difference between the Virtual Accountant and Virtual Controller services?
The Virtual Accountant focuses on accrual basis accounting, monthly financial statements, general ledger management, and standard reporting — giving you accurate, insightful financials each month. The Virtual Controller adds a full layer of back-office operations: accounts payable and receivable, payroll and HR management, operations integration, process development, and strategic financial leadership.
Who is the Virtual Controller service designed for?
It’s built for growing businesses that need more than bookkeeping — companies that want the combined expertise of a Controller, Staff Accountant, and Payroll/HR Manager working together, without the cost and complexity of hiring each role in-house.
How does the pricing work?
Pricing is structured across three tiers — Starter, Growth, and Scale — based on your annual revenue. Monthly fees start at $500 for the Virtual Accountant and scale with your business. Every tier includes optional add-on services so your package reflects exactly what you need.
Do you handle multi-state compliance?
Yes. Our Virtual Accountant service includes business tax compliance in up to three states. Our payroll and HR team has extensive experience with multi-state tax implications and stays current with federal and state employment laws and best practices.
Is my business the right size for CAS?
Absolutely. Our services are built to accommodate businesses at every stage — from startups with no annual revenue yet to established companies generating over $50 million per year. Whatever your size, age, or location, we have a service product that matches your needs.
Conclusion
Running a business is demanding enough without having to worry about whether your financials are accurate, your payroll is compliant, or your back-office is keeping up. That’s exactly what we’re here for.
At Compass CPA, we don’t just keep the books — we become part of your team. Whether you’re a founder just getting started or a leadership team managing millions in revenue, our Client Accounting Services are built to meet you where you are and grow with you every step of the way. The right financial foundation doesn’t just keep your business running — it gives you the clarity and confidence to take it further.
We’re ready when you are.
