“Compass played an integral role in helping us set up our books and records from day one. They applied the proper context, support, and priority to our financials, enabling us to keep focus on other areas of the business.
They really proved their value when we were the subject of an SEC audit for newly registered firms. Compass gathered all the requested financial records very quickly. Compass provides more than a service: they provide a partnership. They care deeply about the quality of their work and the success of the firms they support.”
Kathryn BrownOwner, Morton Brown Family Wealth
"Working with Compass has been a no-brainer for my business. The team is professional, responsive, and experienced in the wealth management industry. We have only had positive experiences since hiring Matt and his team. They save me valuable time which I can use in other areas of my business. It has been a great partnership, and I look forward to our continued relationship!"
Harry TawilPrincipal, Regal Wealth Management
"Compass CFO Solutions is rapidly becoming a leading innovative force within the wealth management business. Their outsourced financial business model is the perfect fit for many of the advisors in our growing platform. The quality of service and the experienced skill set which Compass offers can add value to many different types of wealth advisory businesses looking to accelerate their growth.”"