What a $5M company needs from finance is different from what a $20M company needs. Compass provides outsourced CFO and financial advisory services that grow with you, from getting the numbers right to planning the next five years.
You don't need all of them. Any one usually means the business needs more financial leadership than it has today.
Getting the numbers right. Reliable monthly reporting, cash visibility, financial controls, budgeting and a clear financial structure.
Planning ahead. Forecasting, KPIs, margin analysis, financing preparation and stronger decision support.
Building beyond the founder. Working capital planning, capital allocation, management reporting, expansion and succession preparation.
Senior financial leadership on a part-time basis, working as an active part of your leadership team.
Your key numbers in one place, with CFO commentary on what changed and what to do next.
A plan built on realistic assumptions, and a forecast you can manage the business against.
Growth consumes cash. We help you see it coming and keep more of it.
A trusted partner for the decisions that shape the next stage of the business.
Business plans and financial models built for the audience that will read them.
A monthly engagement for owners who want a CFO on the team: regular reporting, forecasting, planning meetings and decision support.
A focused engagement with a clear deliverable, such as a forecast, a dashboard build, financing preparation or a business plan.
A lighter engagement for owners who have the numbers in place and want a senior sounding board for key decisions.
Please reach us at info@compassplanninggroup.com if you cannot find an answer to your question.
It depends on what the business needs. Most clients choose an ongoing CFO partnership, a defined project with a clear deliverable, or a lighter strategic advisory relationship. We recommend the right fit after the Strategic Fit Call.
Yes. We work alongside your current accountant, bookkeeper, controller and other advisors, and our work builds on theirs.
We work with QuickBooks and other common accounting platforms, along with Excel and the operational data your business already has.
Projects have a defined scope and end date. Ongoing partnerships continue as long as they create value, and we review the scope regularly as the business changes.
Usually your recent financial statements, access to your accounting system and a conversation about your goals and challenges.
Most owners aren't. On a Strategic Fit Call, we'll look at where the business stands and recommend the engagement that fits the stage you're in.
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