Managing Partner, Compass Consulting Firm LLC. Twenty years in accounting. Built to think like an owner, not a vendor.
The pattern repeats. A founder builds something real. Revenue climbs. They get a bookkeeper, they get reports, they get a CPA at tax time. And they still can't answer a banker's question with confidence, still can't tell you their real gross margin, still feel the cash anxiety that doesn't match the top line.
That's not a revenue problem. That's a structural problem. And it's fixable.
Most financial professionals think about their job as producing accurate reports. I think about it as helping founders make better decisions. Those are different jobs — they require different systems, different communication, and a different relationship with the business.
I don't hide behind jargon. I don't produce 40-page reports that get filed away. I build infrastructure that actually gets used — a close process that happens every month, a P&L structured for operators not auditors, a cash position visible before it becomes a crisis.
I think about your business operationally, not academically.
I don't pitch before I understand the problem.
90-day onboarding. Engagement runs as long as you need it.
I'll tell you what the numbers say, even when it's hard.
| Typical experience | The Compass experience |
|---|---|
| Bookkeeper records. Nobody interprets. | Infrastructure built for decisions, not compliance. |
| CPA shows up at tax time. | Finance partner available when decisions happen. |
| Reports generated. Nobody explains them. | Numbers translated into plain-English moves. |
| 90-day engagement with a handoff. | Ongoing partnership. Ends when you choose. |
| You're still the de facto CFO. | You stop running finance. You run the business. |
Who this is for: Founder-led businesses at $1M–$10M. Services, professional services, light manufacturing, multi-location. If you're running finance yourself, reactively, or on gut feel — that's exactly the problem Compass is built to solve.
Start with the free QBO Health Check or book a Compass Scan.