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
"The Time Trap"
Every advisory engagement requires hours of manual financial analysis. Pulling data, building Excel models, forecasting scenarios. Across your entire client portfolio, the math becomes brutal: your team can't scale advisory when each client demands this level of manual work.
"Stretched Too Thin"
Your firm has the expertise to offer advisory services. But adding complex financial analysis to an already stretched team raises the question every managing partner asks: "How could we take this on?" It's not a doubt about capability, it's a doubt about capacity and sustainability.
"Losing Ground You Already Won"
Your firm has been their trusted advisor for years, guiding them through tax issues and growth hurdles. Then they need strategic guidance and hire an outside advisor who doesn't know their business. But this outsider has one thing you don't: infrastructure to deliver financial intelligence at scale.
AI Advisory Infrastructure That Scales With You
Compass AI isn't another dashboard tool. It's the operating system that increases your CPA firm's strategic advisory services.
Eliminates the Manual Analysis Bottleneck
Compass onboards clients in minutes, and automatically monitors financial health across your entire portfolio. One-click forecasting and scenario modeling means your team generates insights instantly. Work that used to take days now takes seconds, freeing your partners to focus on strategy.
Gives Your Partners Confidence to Scale Advisory
Your management dashboard shows every client's financial health at a glance, with advisory triggers that alert you when strategic guidance is needed. Pre-built analysis is ready to send with one click, your partners' expertise gets amplified by AI infrastructure, not replaced by it.
Captures the Advisory Revenue You're Leaving on the Table
Serve significantly more advisory clients without expanding your team. Keep strategic relationships in-house. Your firm transforms from a compliance-only provider into the complete financial partner your clients need, capturing advisory revenue that should be yours.
How It Works: Increase Advisory Services Revenue in 48 Hours
Connect Your Client Portfolio
Upload client accounting data or connect directly to QuickBooks, Xero, or other accounting software. Compass processes transactions automatically using each client's chart of accounts. Your first 20 clients are on board in under an hour.
Let AI Build Financial Intelligence
While you focus on client work, Compass analyzes revenue patterns, expense trends, and cash flow behavior across your portfolio. It creates baseline financial models, identifies risks, and generates strategic recommendations, the grunt work that used to consume your weekends.
Launch Advisory Services
Your management dashboard with advanced monitoring agents highlights which clients need immediate strategic guidance. Review and click to generate client-ready analysis with specific dollar-impact recommendations. Present it as your advisory offering.
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