Compass CPA, P.C.

Compass CPA, P.C.

Tailored Financial Insights, Exceptional Outcomes

54 Las Gallinas Ave, San Rafael, California 94903, United States

Compass CPA, P.C. Overview

Number of Employees
Under 49
Minimal Budget
Under $1,000
Average Hourly Rate
Year Founded
Compass CPA, PC was founded in 2021, offering Virtual CFO, Accounting, and Tax services. We help you navigate finances, taxes, and strategic planning with bookkeeping, reporting, accounts receivable and payable management, payroll management, cash flow management, business tax planning, and controller services. Our virtual company has a modern and innovative approach to accounting, with a commitment to excellence, integrity, and client satisfaction that sets us apart in the financial services industry.

At Compass CPA, PC, we prioritize responsibility, precision, and relationship-building in all our endeavors. Our flat monthly fee structure ensures consistent pricing for tailored bundled services, irrespective of volume or communication needs, while our integration of advanced technology guarantees streamlined operations across messaging, project management, and accounting.

Our three-step approachMatch, Stack, and Driveguides our commitment to your success. We begin by carefully matching your needs, goals, and budget to create a customized service package. Then, we stack your team with specialists tailored to your service level, providing essential tools and reports. Finally, we drive your success through a detailed onboarding process, routine meetings, and effective communication strategies, steering your business towards sustainable growth and prosperity.
54 Las Gallinas Ave, San Rafael, California 94903, United States
Other Locations
1501 NW Milwaukee Ave, Bend, Oregon 97703, United States

Compass CPA, P.C. Services

Areas of Expertise

  • Accounting Expertise
Accounting Expertise
Accounting Expertise
  • Bookkeeping
  • Cost Accounting
  • Financial
  • Management Accounting
  • Payroll
  • Tax Preparation


  • Software & IT Services
  • Real Estate
  • eCommerce
  • Dental
  • Health Care
  • Legal
  • Luxury
  • Retail
  • Wellness & Fitness
  • Design

Client Types

  • Startups
  • Small Businesses
  • Medium Businesses
  • Enterprise / Corporate

Compass CPA, P.C. Clients

  • Poplar Technologies Inc
  • Lifeboost LLC
  • Dive With Buddy
  • The Institutes for the Achievement of Human Potent
  • MIG Global LLC
  • Caha Design
  • Ikonick LLC
  • Broadband Planning LLC
  • KleerCard Inc
  • Rainmaker Games