Your outsourced finance team — built for scale.

Compass is your full-service augmented finance solution — delivering strategic reporting, dashboards, and forecasting without the need to hire or patch together tools.

Try Compass risk-free.

60-Day Money-Back Guarantee.

Your FP&A team—no hiring needed.

Small team? No problem. Compass gives you embedded finance experts without adding headcount. Get senior FP&A and controller support, fast.

Maximizing Profits, Minimizing Headaches:

The SMB Leader’s Guide to Finance as a Service.

Meet Some of Your Compass Team

Your dedicated team includes a controller, analyst, and reporting expert—matched to your needs. You get the benefit of multiple roles without the hiring risk.

Dan Pesek, Vice President

Dan is a trusted partner supporting private equity and investment banking clients through the M&A transaction cycle,  including buy-side diligence, sell-side preparation & execution, and in-seat FP&A roles for PE held portfolio companies.

Dan is a finance, M&A and operational leader with a passion for middle-market business optimization. Multi-time PE interim-CFO, including executing a successful exit of a consumer products business to a new PE owner. Other PE interim roles include Director of Finance, Controller, and Treasury.

Bennett Celichowski, Director

Bennett draws on a diverse operational finance and data science skill set to support primarily private equity and investment banking clients through the M&A transaction cycle; including buy-side diligence, sell-side preparation & execution, and in-seat operational roles for PE-held portfolio companies.
Jimmy Kohl

Jimmy Kohl, Manager

Jimmy leverages FP&A, business intelligence, and business partnering experience at two Blackstone portfolio companies (LivCor, Alight) and a middle market business (Feldco) to support Compass clients’ financial reporting, planning, and data analytics needs.
Justin Houdek

Justin Houdek, Sr. Analyst

Justin leverages a unique finance and computer science skill set to address technical business needs surrounding data management, databases, financial reporting and automation.

Your board shouldn’t wait 3 weeks.

Ditch the chaos of spreadsheets and ad-hoc updates. With Compass, your month-end close, variance analysis, and board-ready forecasts run on rails.

Navigating Financial Reporting Challenges for Small and Medium Sized Businesses

Goodbye Excel chaos. Hello clarity.

From ERPs to Excel, we bring your numbers into a single real-time platform. Dashboards. Drilldowns. Accuracy. No IT lift.

Flying blind? How Small Businesses Unlock Insights from their Data.

Empowering Financial Clarity and Agility for Kano

“…This is AWESOME. We never were able to look at material margin on an SKU and customer basis! This opens a whole new frontier for us.”
– Kano CFO

Compass brought not only a high-end software, but a dedicated team of analytics experts.

With Compass, month-end roll forwards were cut by nearly 67%.

Getting Started with Compass is Easy!

1. Tell us about your business

2. We configure and launch in 30 days

3. Your finance team runs at full speed

Talk to a Compass Expert