The Compass Scan goes beyond QBO into your full finance function. You walk away with a written findings report whether or not you move forward with Compass.
The guarantee: if we don't find at least $10,000 in risk, error, or missed opportunity — the Scan is free.
Most financial diagnostics look at your QBO file. The Compass Scan looks at your whole finance function — close process, how you're using your numbers to make decisions, and the gaps that are costing you clarity.
By the time you sit down for the debrief, you'll have a written report in hand. Most founders walk out of Session 2 having already decided to move forward — not because of a pitch, but because the findings make it obvious.
You walk Cortney through the business. Structured diagnostic — close process, margin visibility, cash position, how you're actually using your financials.
Compass builds your written Compass Scan Report — findings, risk analysis, and prioritized path forward. Delivered before Session 2.
You've already read the report. Walk through findings together. Discuss what the full engagement looks like on your timeline. The report is yours either way.
Scheduling handled through HoneyBook. You'll receive a confirmation immediately.
Start with the free QBO Health Check. Written findings in 5 business days.
Request Free Health Check