Practical support for the work behind your business.
From day-to-day bookkeeping to financial administration and operational organization, Compass River provides flexible support tailored to your priorities, processes, and stage of business.
Accurate, organized books provide a clearer view of where your business stands. Compass River helps maintain dependable financial records and prepares useful reports so you can make informed decisions and work efficiently with your CPA.
Bookkeeping & Financial Reporting
• Ongoing bookkeeping and account maintenance
• Transaction categorization
• Bank and credit card reconciliations
• Loan principal and interest tracking
• Cleanup and catch-up bookkeeping
• Monthly, quarterly, and annual financial reporting
• CPA-ready financial record organization
Services may include:
Consistent billing and payment processes help keep money moving and responsibilities on schedule. Compass River provides reliable administrative support for the financial activity surrounding your customers, vendors, and team.
Billing, Payables & Payroll Support
• Customer invoicing and pay applications
• Accounts receivable tracking and follow-up support
• Accounts payable organization
• Bill tracking and payment scheduling
• Customer and vendor record maintenance
• Payroll administration and processing support
• Payroll record and report organization
Services may include:
Strong operations make daily work more consistent and easier to manage. Compass River helps organize processes, document responsibilities, and create practical systems that support the way your business works.
Business Operations & Administration
• Workflow and process review
• Process improvement and organization
• Standard operating procedure development
• Administrative workflow support
• Recurring task and deadline tracking
• Project and job-costing workflow support
• Intercompany administrative and financial coordination
Services may include:
Support shaped around your priorities.
No two businesses need exactly the same combination of services. We’ll discuss your current processes, priorities, and responsibilities, then create a tailored service package focused on the areas where support would be most valuable. Services from different categories can be combined into a clear scope of work designed around the way your business operates.
Each engagement is documented in a written service agreement outlining responsibilities, timelines, and pricing. Compass River does not provide tax-return preparation, audit or assurance services, legal advice, or investment advice. Financial records can be organized for review by your CPA or another licensed professional.