It tells you you're profitable. Cash feels tight. It tells you the numbers are there. You still can't make a decision with confidence. That's not a you problem. That's a structure problem.
I work with founder-led businesses between $1M and $10M who've outgrown DIY bookkeeping but aren't ready to hand their finances to a firm that doesn't understand how they actually make money.
Twenty years in accounting. Multi-entity consolidations, job costing, manufacturing cost accounting, SaaS finance, and healthcare operations.
"I fix the structure. Then I build the visibility so you can run the business like the operator you already are — not the stressed owner you don't want to be."— Cortney Cody, MBA · Managing Partner, Compass Consulting Firm
Every engagement starts with a diagnostic and transitions into an ongoing partnership. The 90 days is the ramp. The relationship runs as long as you need it.
The $3,500 Compass Scan applies toward your first month if you move to a full engagement.
Every product delivers value whether or not you take the next step.
Structured review of your QuickBooks file — written findings, health score, and prioritized recommendations.
Two working sessions beyond QBO into your full finance function. Written Compass Scan Report before session two.
Your finance function — built, installed, and running. Monthly close, cash flow, reporting, and fractional CFO advisory.
If any of these sounds like your business right now, you're in the right place.
Your top line is growing but cash feels tighter than it should. Something is misaligned — you can feel it but can't find it in the books.
Hiring, pricing, expansion — all happening without the financial modeling to support them. Not because you don't want the data. Because nobody built it.
Bookkeeping records what happened. You need someone who can tell you what it means and what to do next. That's a different role.
You don't need 40 hours a week of senior finance. You need 8–12 hours of the right person at the right moments.
Sweet spot: Founder-led businesses at $1M–$10M. Services, professional services, light manufacturing, multi-location. The founder is still the de facto CFO and finance is taking time they don't have.
Not projections. Outcomes from real Compass engagements.
Annual savings from discontinuing one low-margin product line — identified in month one
Monthly close turnaround after close process was built and documented. Was 6 weeks before Compass.
Gross margin correction after P&L rebuild. Most founders are running off a number that isn't real.
"I've never had a client tell me they regret getting clarity. What I hear instead: 'I can't believe I ran the business like that for so long.'"
— Cortney Cody
Start with a free QBO Health Check or book a Compass Scan. Either way you walk away with more clarity than you came in with.