Solutions for CPA Firms
Technology & Data Solutions

Compass Analytics for Accounting Firms


Client Ranking

We all know how difficult it can be to ensure we’re spending our time where it will make the most impact for the firm. With the Client Ranking feature, you can compare all of your clients and client groups equally, making it easy to identify your top clients and which clients to part ways with.

Client Ranking

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.

What our clients are saying

“One of the most valuable aspects of the Compass solution is the accessibility to our data in real-time versus the time-consuming process of compiling numerous practice management reports. With daily updates in areas such as cash receipts, WIP, and other key metrics, we’re able to make immediate business decisions and identify issues before they become problems that lead to profit erosion.”

Hank Wolfson, Chief Operating Officer | Gray, Gray & Gray, LLP


Abdo Insights

A behind-the-numbers view of best practices and holistic thinking.

Driving firm growth through technology & data analytics

Monday, June 5th, 2023   |   10:00 – 11:00 AM CT
Join Jeremy Clopton from Upstream Academy & Abdo’s Managing Partner, Steve McDonald, as they explore tools that help drive firm growth and come away with ideas to implement immediately for your firm.

Spotlighting Issues in Your Firm Using Strategic Data Analytics Part 2: Capacity

The work we do as CPA firms is constantly in flux, which makes gauging staffing capacity a constant challenge. The line between over and under budget is a hard one to walk. Yet knowing where we stand capacity-wise lets us determine if we need to accelerate or decelerate our hiring or reallocate staff members. This is where our strategic data analytics solution, Compass, has proven invaluable.

Abdo 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.