Helping you navigate your business.
QBO Masterclass
QBO Masterclass is an online training program designed to enhance your skills in using QuickBooks Online (QBO). It covers a range of topics from basic to advanced features, aimed at helping participants efficiently manage finances, streamline accounting processes, and leverage QBO's full potential for business success.
Done-for-you solutions
A fully completed service designed to save time and resources, offering convenience and expertise in areas such as marketing, software implementation, or other specialized tasks, allowing businesses or individuals to focus on core activities without the need for extensive knowledge or hands-on management.
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Business For Everyone
We Love to Help Companies Feel confident about their financials.
Discover How to:
manage your cash flow
Do you know how many weeks you have until ZERO. Use our free template to find out!
Simplifying business.
Small Business Basic
Medium Business Comprehensive
Advanced Financial Management
Join Our Referral Partnership Program Today!
The Mechanics of Our Referral Partnership Program
At Compass Consulting Firm, we believe in the power of collaboration. Our referral partnership program is designed to create a win-win situation for both parties involved. Here’s how it works:
- Joining the Program:
Any individual or business can become a referral partner. Whether you’re a fellow accounting firm, a consultant, a business coach, or even a satisfied client, you’re welcome to participate. - Referring Clients:
As a referral partner, your primary role is to refer business owners in need of bookkeeping and accounting services to us. These referrals can be individuals or companies of any size that utilize QuickBooks Online. - Benefits of Referral:
For every successful referral that results in a new client engagement, you’ll receive 5% of the gross profit generated from that client’s business. This means that the more referrals you make, the more you stand to gain. - No Limits:
There are no limits on the number of referrals you can make or the amount you can earn. Your potential for earnings is only limited by your ability to refer clients to us.
Area of Expertise!
- Bookkeeping
- Accounting-based family offices
- Third-party billing and transcription
- Accounts payable and collections
- Tax Preparation
- Payroll Services
- Sales Tax
- New Business Formation
- Bank Loan Preparation
- Business Coaching
- Process automation
- Writing and Blogging
- Educational Content Development
- Content Strategy & Development
Save on your QuickBooks subscription by working with a ProAdvisor.
I've Got this!
Teach me all there is to know about getting started, entering data, and reviewing the books!
Nah, i'd rather you do it.
Perfect for the business owner who would rather focus on their business, leaving the heavy lifting to the experts!
Worth-While Reads...
The Power of Referral Partnerships in Business Growth
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5 Simple Tips To Solve Your Messy Financials
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Elevate Your Business Finances With QuickBooks Online
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Cash Flow Planner
So you started a business and are on you’re merry way, going through the day-to-day until you start to realize your cash is dipping and
Consults Are always Free!
We take the time to get to know your business
AND
create a plan to get you back to where you want to be!