Turn your CPA firm into a strategic advisory powerhouse
Expand beyond compliance into high-margin CFO advisory services. Deliver Fortune 500 financial intelligence to every SMB client while automating routine analysis.
The Strategic Advisory Opportunity CPA Firms Are Missing
Here are the challenges we help solve
"Clients Ask Strategic Questions You Can't Answer"
Your clients need growth guidance, cash flow forecasting, and scenario planning, not just tax returns. When they ask, "Should I hire now or wait?" you refer them elsewhere, losing advisory revenue to fractional CFOs and consultants.
"Manual Financial Analysis Kills Profitability"
Building cash flow projections and client reports takes many hours per client monthly. Your team spends time on Excel instead of strategic work. Advisory services require too much labor to be profitable at scale.
"Can't Compete with Enterprise FP&A Tools"
Your competitors offer big enterprise tools, but at $10K+/year per client, only <10% of your book can afford it. You need enterprise intelligence at SMB economics to serve your entire client base profitably.
Everything Your CPA Firm Needs to Scale Advisory Services
Stop guessing about growth moves. Compass gives you the AI-powered tools to make confident financial decisions
Multi-Client Portfolio Management
Manage 10, 50, or 200+ clients from one dashboard. Switch between client contexts instantly. Track every portfolio company's financial health, runway, and risk factors without juggling spreadsheets or separate logins.
5-Minute Client Onboarding
Connect any client's accounting software, such as QuickBooks or Xero, in under 5 minutes. AI processes all transactions automatically using your client's chart of accounts. No training required. No manual data cleanup.
3-way variance
Generate forecasts and budgets for every client. Model hiring, expansion, or investment scenarios in seconds. Compare actuals vs forecasted vs budgeted.
How It Works: Launch Advisory Services in 48 Hours
Connect Client Accounting Systems
Connect each client's accounting software, like QuickBooks or Xero, or upload the general ledger. Compass syncs transactions automatically and applies semantic classifications. No manual data entry required.
AI Builds Financial Intelligence
Compass analyzes each client's revenue patterns, expense trends, and cash flow behavior. Creates baseline financial models, identifies risks, and generates initial strategic recommendations.
Deliver Ongoing Advisory Value
Your team reviews AI-generated insights, refines recommendations, and presents strategic guidance to clients. Clients access their dashboards 24/7. You bill $200-$500 monthly per client for advisory services that previously required dedicated FP&A staff.
Integrations
No need to change your workflow. Compass works with what you already use.
Frequently Asked Questions
What Our Clients Say
"It provides 24/7 tracking, predicting where we can save on subscriptions and giving us instant forecasting and reporting. It’s a whole team of AI finance agents that never sleep."
Ready to Expand Beyond Compliance?
Join CPA firms transforming their practice from compliance-only to strategic advisory powerhouses.
What Happens Next for Your Firm:
Today: See Compass manage a demo client portfolio, understand multi-client workflows
This Week: Onboard your first 5-10 clients, start delivering automated cash flow projections
This Month: Launch formal advisory tier, charge extra monthly per client, increase revenue 25-40%
Next Quarter: Train staff to manage advisory relationships, scale more advisory clients
Trusted by expert businesses across North America and Europe