Finance. Accounting. Confidence.

Outsourced finance and accounting solutions and insights for growing Small and Midsize Businesses and Entrepreneurs.

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Your Financial Growth Is Our Priority.

With our help you can devote your time and energy to serving your clients and building your business.

We deliver solutions for growing businesses, implementing financial operations that lead to efficient, sustainable business models. Acting as an extension of your team, we give guidance for business growth through an in-depth analysis of current operations and by establishing measurable goals for the future.

Our Process

EACH CLIENT JOURNEY BEGINS WITH:

  1. 1. Discovery and Planning
  2. 2. Historical Accounting Clean-Up
  3. 3. System and Process Set-Up
  4. 4. Transition and Training

Recurring Services

DEDICATED TEAM FOR:

The Client Journey

Our Process is Grounded in Research. We have confidence in our approach because it has proven successful across industries and markets. Our clients consistently express the value we bring to their companies, and we are steadfast in partnering with you every step of the way.

LAUNCH

The initial discovery process, historical cleanup, and recommendations for cloud-based financial operations and solutions.

BUILD

We focus on planning and budgeting, process and system improvements, and establishing standard weekly reports that hold everyone accountable.

VISUALIZE

We develop KPI Dashboards, Cash Flow Forecasting, and Board Packages useful for visualizing and measuring success and growth.

SCALE

We develop growth strategies, scenario plans, and advanced financial models to provide you with a clear plan and analytical data for ongoing sustainability.

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We Are Your Complete Finance and Accounting Team

Compass East works with organizations to standardize accounting processes, deliver timely financial reports, and create dynamic forecasts and dashboards. With cloud-based solutions, analytical guidance, and best-practice expertise, your organization will be empowered to better serve your customers and grow your company.

“Compass East’s experienced team facilitated reporting and dashboards that ensure the board and management are aligned and making decisions from the same key performance indicators.”

Justin Oh | Medalogix, VP of Finance

“While change and growth are challenging, Compass East worked with our team the entire way to attract investment and manage growth once the new business model was up and running.”

Dr. Chris Kuzniak | Investor & Chairman, Wellview

“Compass East’s dashboards can help me see into the future and better predict when to expand without putting my business at risk.”

Colin Callahan | CEO, Acklen Avenue

“Compass East’s quick feedback process gave our leadership team visibility into our finances and freed our location managers to do what they do best, and do more of it.”

Austin Ray | CEO & Founder, A. Ray Hospitality

View Current Case Studies

Who We Are

Your success is our primary focus. Our experienced team is always accessible, and works collaboratively with you to stay focused on your sustainability and growth.

meet our team