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Compass for Accounting Firms

Technology & Data Solutions

Leverage Abdo's expertise for the most impact to your firm’s financial success

Abdo’s Compass for accounting firms is designed to focus on key areas that provide the most impact to your firm’s success: billing, utilization and cash receipts. This cloud-based solution helps to improve operational performance and sparks growth through real-time data access that allows timely, meaningful, and actionable insights that help to:

• Improve all key metrics

• Increase staff capacity

• Transform communication

• Eliminate the need for PM reports

With this data at your fingertips, your team is empowered to quickly pivot and adjust to changing conditions and make important strategic decisions with confidence. Dashboards that are designed to be used with CCH Practice Management and CCH Axcess can answer questions such as:

• Which clients are most profitable?

• How can I understand staff utilization, effective rate, and productivity year-over-year?

• What is the change in cash receipts for each department or line of business?

Contact us to learn more about how you can use your own data to navigate your strategic vision and think proactively about the road ahead, plus get updates on data analytics resources, upcoming webinars, demos, and more.

See Compass in action

Then reach out to schedule your custom demo

Contact Our Team

client success

Lighting the path forward for accounting firms

We understand that with every investment you make in your firm, one of the challenges you face is determining if it's the right solution at the right time with the right partner. Don’t just take our word for it; hear from those who have already discovered Compass as the solution they were looking for. Below is a selection of partnerships and testimonials to help illuminate your path forward with Compass.

Compass Client - Kassouf & Co - Gray
Compass Client - Lumsden McCormick - Gray
Compass Client - Levitzacks - Gray
Compass Client - SEK CPAs & Advisors - Gray
Compass Client - R&A - Gray
Compass Client - Brown Edwards - Gray

“Compass has transformed how we engage with our data. The visual dashboards provided by Compass make understanding our information a breeze. What sets it apart is not just the accessibility but also the ability to dive deeper into the underlying data for a more comprehensive analysis.”

Steve Neher

Cordell Neher & Company, PLLC

"Before we implemented Compass, we would have to run 42 reports to get one answer!  We were running endless reports that were not telling us much and frustrated by the inability to run reports on projects.  Overall, partners were ‘super frustrated’ and wasting valuable time trying to get real time information. Compass provides us with real time data that is easily accessible for all partners and team members to have access to the critical information they need to make everyday decisions.  We no longer run practice management reports, saving us hundreds of hours a year, and have information by firm, department, services line, industry, project that allows us to make quick data driven decisions and drives profitability."

Roy Prestwood

Heard, McElroy, & Vestal LLC

“Before Compass, our reporting process was a web of multiple reports from various sources, requiring tedious cut-and-paste work to create a coherent picture. This not only consumed valuable time but also introduced the risk of errors. With Compass, we now have a streamlined and consistent presentation that allows us to focus on the essential drivers of our firm.”

Steve Neher

Cordell Neher & Company, PLLC

“Managing a team of accountants, data reliability and transparency are paramount. Compass has been a game-changer by providing our Members with a unified platform where they can confidently access the same report. Compass allows us to redirect our focus towards meaningful discussions and strategic planning in our meetings.”

Steve Neher

Cordell Neher & Company, PLLC

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Expertise

Guiding you to the best way forward

Our experience delivers proactive problem-solving for any challenge.

Dan Alstrup, Senior Manager, Consulting & Advisory

With nearly 40 years of experience, Dan helps organizations leverage data and technology to increase business intelligence and create actionable insights.