Books, controls, forecasting, payroll, SEC readiness, all handled, so owners get their time and their peace of mind back.
One team. One monthly engagement. Eight disciplines that usually require a department.
Two partners disagreed on direction, and the books did not give them the answers they needed. Compass cleaned every account line by line and produced a clean financial picture both partners could trust.
Positioned to scale or prepare for acquisition with confidence.
Compass managed transition support funds, tracked every out-of-pocket expense, and trained internal staff on workflows and controls during the move from a wirehouse to an independent RIA.
Eliminated countless hours of reconciliation at tax time.
Faced with an SEC documentation request and missing books and records, the firm engaged Compass to adjust the financials and implement proper controls before re-review.
Passed the examination with no derogatory marks.
For most RIAs, accounting is a burden and a non-strategic task. We outsourced to Compass and the experience has been unbelievable. They understand RIAs and have become a partner, not a vendor.
I needed an outsourced CFO whose practices adhere to the strict requirements imposed on Registered Investment Advisors by the SEC. After nearly three years with Compass I am as impressed today as I was at the start. My highest recommendation.
Working with Compass has been a no-brainer. The team is professional, responsive, and experienced in wealth management. They save me valuable time I can use in other areas of my business.
Matt Hayon, our CEO and Co-Founder, has spent over a decade improving operations and cutting costs for small businesses. A self-described efficiency expert, he is an NYU graduate and holds the PMP designation. He built Compass to bring that same discipline to wealth management firms that deserve more than generic accounting.
A focused 30 minute call with a Compass CFO. No pitch deck. Just a direct read on what to fix first and what it would look like to hand it off.
