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NEWS
Worried About Payroll Fraud? Nine Ways Small Businesses Can Mitigate The Risk (Forbes)
Compass CFO Solutions, LLC Founder and CEO, Damian Lo Basso, recently sat down with Forbes to share tips to help minimize payroll fraud. Forbes: Worried About Payroll Fraud? Nine Ways Small Businesses Can Mitigate The Risk
read more12 Often-Overlooked KPIs New Businesses Should Be Tracking (Forbes)
Compass CFO Solutions, LLC Founder and CEO, Damian Lo Basso, recently sat down with Forbes to share overlooked financial metrics that will help you better understand your business. Forbes: 12 Often-Overlooked KPIs New Businesses Should Be Tracking
read moreCompass CFO Solutions Client Base Surpasses $20 Billion in AUM
Compass CFO Solutions, LLC is proud to announce that its Client Base recently surpassed $20 Billion in AUM
read more15 Steps Entrepreneurs Need To Take To Start 2019 Off On The Right Financial Foot (Forbes)
Compass CFO Solutions, LLC Founder and CEO, Damian Lo Basso, shares tips on how entrepreneurs can start the new year off on the right financial foot. Forbes: 15 Steps Entrepreneurs Need to take to Start 2019 on the Right Financial Foot
read moreThinking About A Personal Loan For Your Business? 12 Important Questions To Ask Yourself First (Forbes)
Compass CFO Solutions, LLC Founder and CEO, Damian Lo Basso, provides advice to owners who are thinking of applying for a personal loan for their businesses. Forbes: Thinking About A Personal Loan For Your Business? 12 Important Questions To Ask Yourself...
read moreHow To Motivate Your Finance Team Out Of Their Post-Holiday Slump (Forbes)
Compass CFO Solutions, LLC Founder and CEO, Damian Lo Basso, shares tips with Forbes on how to motivate your finance team out of their post-holiday slump. Forbes: How To Motivate Your Finance Team How To Motivate Your Finance Team Out Of Their Post-Holiday...
read moreA Wider Reach: How The CFO Role Will Evolve In The Next Five Years (Forbes)
Compass CFO Solutions, LLC Founder and CEO, Damian Lo Basso, recently sat down with Forbes to provide insight on the current and future role of Chief Financial Officers. Forbes: A Wider Reach: How The CFO Role Will Evolve In The Next Five Years
read moreEVENTS
1Q 2019 Road Show with Chalice Financial Network
Compass is proud to announce that they will be joining the Chalice Financial team on their upcoming industry roadshow.
RESEARCH
Charles Schwab White Paper: Books and records- Key definitions and considerations for investment advisors
Charles Schwab continues to define itself as the industry leader in RIA services with the release of their Q4 2018 Compliance Whitepaper, co-authored by Compass’ Damian Lo Basso.
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