Compass CFO Solutions

Compass CFO Solutions is a provider of outsourced CFO and bookkeeping services for registered investment advisors (RIAs) and wealth management firms. Drawing on specialized industry experience, its team helps businesses strengthen financial processes, maintain clearer records, and make informed decisions. Services include budgeting and forecasting, payroll, controller support, expense management, financial recordkeeping, bill payments, account reconciliation, and tax filings.

Compass also helps clients assess operations, improve efficiency, manage transition-related finances, and establish financial controls. Its work can support firms preparing to scale, transition to independence, or address documentation and accounting needs. The company tailors its services to each firm’s resources and requirements, aiming to save time and allow owners and employees to focus on strategic priorities.

Compass is led by professionals with backgrounds in accounting, finance, and operations. Client stories describe assistance with financial cleanup, transition preparation, and improved controls, including support for firms facing growth plans, an independent launch, or an SEC examination. The company presents itself as a trusted financial and operational partner for the wealth management industry