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.

Our Partners

Testimonials

Our Happy Clients!

Cortney came into our lives in response to an ad I placed for QuickBooks bookkeeping services. Her professionalism, accuracy, timeliness, knowledge (and the list goes on) rate an "A++" on all counts, and she has become so much more - my right-hand and go to person for an array of business services. I only refer people to my colleagues that I feel are the best in their industry. I do not hesitate to refer people to Cortney. She is "the best!"
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

Pricing: $300 - $500 per month, depending on the complexity and volume of transactions. Suitable for small businesses with minimal transactions and simpler financial needs.

Medium Business Comprehensive

Pricing: $800 - $1,500 per month, depending on the size of the business, industry, and specific requirements. Designed for medium-sized businesses with moderate transaction volume and financial intricacies.

Advanced Financial Management

Pricing: $2,000 - $5,000+ per month, considering the extensive work involved, sophisticated reporting, tax planning, and financial analysis. Geared towards larger businesses with complex financial needs, multiple entities, or international operations.

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:

  1. 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.
  2. 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. 
  3. 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.
  4. 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...

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

Read More »

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!

FREE Cash Flow Planner 📈💡
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