Fractional CFO & Accounting Services

Fractional CFO & Accounting Services

  • Description
  • Advantage
  • Benefits
Compass’ core services are fully complementary to your firm’s needs, making your resources more scalable.

Compass CFO Solution Services are designed for small to mid-sized businesses that are looking to outsource their bookkeeping and accounting functions. In addition, their CFO solutions are designed to assist with preparation for SEC Audits, transitions to independence from traditional wirehouse firms, M&A transactions, and strategic planning for the purpose of scaling operations.

Chalice Advantage

Savings up to 20% on services available through Compass

Benefits

At Compass, we operate at the crossroads between precision and passion. Our mission is to empower independent wealth advisors to make better informed financial decisions that drive your businesses forward. We obsess over each clients, so you in turn can obsess over your own.


Services include -


  • Monthly Bank Reconciliations
  • Monthly General Ledger Review
  • Monthly Financial Statements
  • Monthly Cash Flow Analysis
  • Bill Payment Services
  • Payroll Management, Internal or Third-Party
  • Employee Reimbursement Tracking
  • Management Tracking of Software Licenses
  • Coordination of Tax Filings and Tax-related matters with Compass/External Tax Partners
  • Dedicated Account Manager Access


CFO Focused -


  • Annual Budget Development/Review
  • Participation in Staff/Management/Board Meetings
  • Ad Hoc Analysis for Partner Requests
  • RIA Transition Support Services
  • Implementation of Financial Controls
  • Regulatory and IRS Audit Support