Compass for Accounting Firms
Technology & Data Solutions
Make the most impact to your firm’s financial success
Over 100 CPA firms are now utilizing Compass to drive meaningful impact to firm operational and financial success. This cloud-based solution helps to improve all key firm performance metrics and sparks growth through real-time data access that allows timely and actionable insights that will also transform stakeholder communications and eliminate the need for those pesky practice management 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. With multiple dashboards that can be filtered in just about any way you desire, and by date range, every staff person in the firm can focus on the key data that helps drive results.
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.
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 gives us real-time visibility into key metrics, collections, and billings, allowing us to manage our firm more proactively and make confident decisions. It has also significantly reduced time spent on reporting, freeing our team to focus on strategic initiatives.
Moody & O’Neal CPAs
Lora W. Prevatte, CPA, CFE | Managing Partner
Compass has transformed how we manage our practice by giving everyone real-time access to critical data. This transparency has increased accountability, improved communication, and enabled faster, more proactive decision-making across the firm.
TRP Sumner
Tammy Goodwin | Firm Administrator
Compass provides live, accessible data that eliminates the need for time-consuming reporting and makes it easier to analyze firm performance. The platform’s dashboards improve visibility, support better decision-making, and help us quickly identify trends, capacity, and opportunities for improvement.
Wilkins Miller
Brandy Pate | Firm Administrator
Compass provides real-time access to our practice data, enabling faster, more informed decision-making. It has improved how we analyze performance, identify opportunities, and communicate with stakeholders using shared, consistent data.
Ascend
David Fulcher | Chief Financial Officer
Insights
A behind-the-numbers view of best practices and holistic thinking.
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.
Spotlighting Issues in Your Firm Using Strategic Data Analytics Part 1: Productivity
Seeing a drop in productivity, even a small one, can be unnerving. One of the greatest benefits of data analytics is the objective view it provides. The numbers don’t lie, which means we’re empowered with answers instead of overwhelmed with assumptions.
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Expertise
Guiding you to the best way forward
Our experience delivers proactive problem-solving for any challenge.