Start anywhere. Every product gives you something useful whether or not you take the next step.
A structured review of your QuickBooks file identifying whether your books are built for decisions or just compliance.
Request Free Health CheckFill out the request form. We confirm within one business day and request read-only QBO access.
Our team audits all five areas and prepares your written findings report.
Written findings in 5 business days. Score, issues, and recommendations — yours to keep.
Two working sessions into your full finance function — beyond QBO. Written Compass Scan Report delivered before session two.
Book a Compass Scan — $3,500You walk Cortney through the business. She runs a structured diagnostic — close process, margin visibility, cash position, and how you're actually using your financials.
Compass reviews everything and builds your written Compass Scan Report — findings, risk analysis, prioritized path forward.
Report delivered before this session. Walk through findings together. Discuss what the full engagement looks like. No pressure — the report is yours either way.
Not a 90-day project. A finance partnership that runs as long as you need it. The 90 days is the onboarding ramp.
Start the ConversationFull diagnostic — understand the business before we build anything.
Clean up existing infrastructure — COA, close process, classification issues.
Build the reporting infrastructure, cash flow model, and management package.
Ongoing engagement — monthly close, reporting, cash visibility, CFO advisory — for as long as you need us.
No. You can start anywhere. The Health Check is the lowest-friction entry point. The Compass Scan is for founders ready to invest in understanding the full picture. You can also come straight to a conversation.
That's a legitimate outcome. The Scan is a standalone product. The $3,500 is the full fee — not a deposit. It applies toward month one only if you choose to continue.
As long as you need it. No defined end date. Ends when you choose. Most clients stay well beyond 12 months because the finance function keeps delivering value.
Founder-led businesses at $1M–$10M. Sweet spot is $2M–$6M — big enough to need real infrastructure, not yet big enough to justify a full-time CFO.
Not necessarily. Bookkeeping and fractional CFO are different functions. We often work alongside existing bookkeepers. In some cases we bring in Compass bookkeeping — that's a conversation after we understand the full picture.
Monthly close, cash flow visibility, a 13-week cash flow model, board-ready reporting, and a fractional CFO available when you're making real decisions. The rate reflects the level of engagement and the outcomes delivered.
Start with the free QBO Health Check. Written findings in 5 business days.