Books, controls, forecasting, payroll, SEC readiness, all handled, so owners get their time and their peace of mind back.
Stop losing executive hours to recurring back-office admin. Reclaim your calendar and reallocate your time toward client service and firm growth.
Our fractional model conforms to your practice footprint. You get elite, specialized financial support without the fixed overhead of a full-time in-house team.
Offload heavy, tedious accounting tasks so your staff stays focused on high-value roles that protect firm enterprise value.
One team. One monthly engagement. Nine 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.
The operational impact Compass has had on our firm is extraordinary. They are patient, pleasant, fair-minded, and incredibly detail-oriented. They consistently go above and beyond to protect our baseline practice operations.
Before working with Compass, we envisioned a narrow relationship focused only on financial reporting. We now view Compass as a trusted advisor and a true CFO partner. They have an extremely deep understanding of the steps we need to take to materially increase our enterprise value. We consult with them before making any serious decision.
For most RIAs, accounting is a burden and a non-strategic task. We outsourced our financial management and the experience has been unbelievable. They expertly understand RIAs and are a true partner, not a vendor.
As an RIA owner, I needed an outsourced CFO whose practices adhere to strict SEC compliance guidelines. I am highly impressed with their ongoing commitment to financial excellence and highest-quality work product.
Compass played an integral role in setting up our books. They applied the proper context and priority to our financial accounting. Where they really proved value was gathering financial records very quickly during an unexpected SEC audit.
Working with Matt and his team has been a complete no-brainer for my business. His team is professional, highly responsive, and deeply experienced in the wealth management industry. They consistently save me valuable calendar time which I can redirect to expansion goals.
Matt is an amazing communicator who is always available to give candid, knowledgeable feedback on complex accounting issues. Honest and trustworthy to his core, he set our minds at ease that we were doing the right thing ethically and legally.
Thank you to the entire team at Compass for providing exceptional service. You provide our wealth practice with timely financial numbers and clear reporting metrics. We highly recommend them for any growing firm.
Matt has been great to work with. He is highly knowledgeable in the RIA space and consistently goes above and beyond. I recommend his firm for any principal looking to outsource critical CFO-type functions.
The team at Compass does an incredible job for our company. They are exceptionally responsive and actively engaged with our operational accounting needs. I highly recommend them to any wealth firm looking for financial precision.
Matt and team were great helping us organize our corporate books and compare our RIA performance metrics against industry peers. They are thorough, proactive, and highly responsive when we need support.
Accounting is usually a burden. Outsourcing our operational finance to Compass has been an unbelievable experience. They completely understand specialized RIA workflows and act as a core partner, not a generic vendor.
Having Matt and his Compass team helping with our corporate finances has been one of the best business decisions I have ever made for our wealth practice.
Matt is a great communicator who goes the extra mile to help our company make wise decisions. We are honored to partner with their fractional CFO team to clean up our reporting and assist with expansions.
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 15 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.
