Compass CPA, P.C.

Compass CPA, P.C. is a virtual accounting and business consulting firm founded in 2021. The company provides Virtual CFO, accounting, and tax services with a focus on modern, innovative approaches. It operates remotely with headquarters in San Rafael, California, and an additional office in Bend, Oregon.

The firm employs under 49 professionals and offers a flat monthly fee structure for bundled services. Minimum project budgets start under $1,000, and hourly rates are available upon inquiry. Compass CPA, P.C. uses a three-step engagement process called Match, Stack, and Drive to tailor services to client needs.

Services include bookkeeping, cost accounting, financial reporting, management accounting, payroll, tax preparation, accounts receivable and payable management, cash flow management, and business tax planning. The firm also offers controller services and strategic planning support.

Compass CPA, P.C. serves a wide range of industries including Software & IT Services, Real Estate, eCommerce, Dental, Legal, Luxury, Retail, Wellness & Fitness, and Design. Client types range from startups and small businesses to medium businesses and enterprise/corporate organizations.

The firm has worked with clients such as Poplar Technologies Inc, Lifeboost LLC, Dive With Buddy, The Institutes for the Achievement of Human Potent, MIG Global LLC, Caha Design, Ikonick LLC, Broadband Planning LLC, KleerCard Inc, and Rainmaker Games. No Google reviews are available for the agency at this time.

Compass CPA, P.C. emphasizes responsibility, precision, and relationship-building. Its virtual model and technology integration aim to provide streamlined operations across messaging, project management, and accounting. The firm's flat fee structure and tailored service packages are designed to offer predictable pricing for businesses seeking financial guidance.