by Matt Hayon | Feb 1, 2021 | Research
How Financially Fit is Your Firm? Use Compass’ proprietary scorecard to score your firm’s financial fitness in the areas of Accounting and Books and Records Subscribe to learn more!Want to be the first to hear about what's new with Compass CFO Solutions,...
by Damian | Dec 28, 2018 | Research
Charles Schwab White Paper: Books and records- Key definitions and considerations for investment advisors Compass CFO Solutions, LLC Founder & CEO Damian Lo Basso recently co-authored the latest whitepaper for Charles Schwab’s Compliance Review series. The...
Recent Comments