As your CFO Advisor, Fifth Compass will be your strategic partner, meeting monthly to provide guidance and easy-to-understand actionable insights. We do the heavy lifting by evaluating your business against a variety of cash flow drivers, creating a forecast, modeling various possibilities and measuring the projected outcomes to determine the key areas of focus to yield the greatest profit results. Our goal isn’t to impress you with accounting jargon— we’re here to help you reach your goals and live a better life.
We are not a fractional CFO. A fractional CFO is a part-time CFO who provides the same expertise as a full-time CFO but in a fraction of the time. This person might focus on day-to-day bookkeeping and accounting tasks. A fractional CFO usually requires a $10,000+ retainer plus a large monthly fee, putting a strain on your overhead. At Fifth Compass, we support your business by supporting you, but we aren’t in the day-to-day of your business. Also, we don’t require a retainer. In fact, our clients typically see a 5–10X return on their investment through increased profits, effective cash-flow management, and sustainable growth strategies.
We have a simple 3 step process.
We begin with a financial assessment, a thorough review of your financial metrics. This assessment is valued at $10,000 but it’s FREE after your consultation (if we both decide to proceed). The assessment allows us to see what needs to be adjusted to generate more profit/cash flow. Then we generate a custom, easy-to-read dashboard designed to highlight the key metrics that matter most to your business and review it with you. This dashboard makes complex numbers simple.
Are your books a mess? Don’t worry! We offer full-service bookkeeping and retroactive bookkeeping (past years). You’ll have peace of mind in no time.
Once the dashboard paints the picture of blockages, inefficiencies, or areas where money may be slipping through the cracks, we can strategize the best next steps to remedy and achieve your personal and business goals. Clients typically see a 5–10X return on their investment through increased profits, effective cash-flow management, and sustainable growth strategies.
Going forward, during our meeting once a month, we’ll review the simplified cash flow drivers dashboard of red, yellow, green metrics. From there, we will highlight the 2–3 drivers that, when addressed, will have the most impact in achieving your business and personal goals. Together, we’ll determine the next best strategic actions, designed to drive profitability and strengthen cash flow. These steps will be customized to your business and achievable within the month ahead.
After our meeting, you’ll have a clear picture of the couple next best steps for your business that will have the largest impact.
Each month, the process begins again. We review updated financials, measure the results of the actions taken, and refine the strategy to keep you moving toward optimal profitability. This creates a cycle of continuous improvement—ensuring your business isn’t just stable, but positioned to grow with clarity and confidence.
You might think it’s trite to use the word investment, but when you invest in financial services, you're not just paying for numbers—you’re investing in clarity, strategy, and momentum for your business. Working with a professional bookkeeper and CFO advisor means you’re no longer flying blind. You get expert insight, proactive support, and a clear financial roadmap that helps you drive results and increase your cash flow.
According to Salary.com, the median annual wage for a full-time CFO is well over $500,000 a year, and that’s not including benefits, office supplies, like a phone, laptop, etc. With our CFO advisory, you get strategic financial expertise without the full-time expense.
Obviously, your investment in the relationship with us will be nowhere near this amount, but we’re not cheap! In fact, we’re more expensive than any other CFO Advisors. Clients typically see a 5–10X return on their investment through increased profits, effective cash-flow management, and sustainable growth strategies. We offer more than just increased profits, we bring:
We get real results for you every time. Whether you're trying to stop stressing about making payroll or you're ready to scale but unsure how to grow without breaking your business—we help turn your ambition into a clear, strategic, step-by-step plan.
Financial peace of mind isn't a dream. It's a strategy. We will help you build a profitable business. Imagine how much better you'll sleep when you improve cash flow—making payroll, funding growth, and paying yourself—with confidence.
Don't feel alone making big, high-stakes decisions or run in circles figuring out what to do next. We are the trusted financial advisor in your corner—every step of the way. We are your strategic ally to increase financial profitability.
We’ve seen what happens when business owners try to grow without financial clarity—missed opportunities, sleepless nights, and constant stress. Where others stop at reports, we go deeper—measuring each cash flow driver, creating cash-centric action items, financial roadmaps, and systems that give you real control over your business. Fifth Compass brings the strategic insight of a seasoned CFO with the hands-on experience of someone who’s helped businesses just like yours grow from mess to financially sound.
Fifth Compass offers both strong execution and high-level strategy—with someone who understands your business inside and out. We can be your CFO Advisor, payroll specialist, human resource manager, bookkeeper, revenue expert, and so much more without having to hire 5-10 people to get the skills you need to support your business.
Our expertise is backed by years of corporate financial leadership and proven success with small business clients. From managing multimillion-dollar budgets in the corporate world to helping entrepreneurs gain control of their cash flow and scale with confidence, our results speak for themselves. And so do our clients—with 100% 5-star Google reviews, their trust and testimonials validate the impact of our work. We are a BBB Accredited Business with an A+ rating.
You’ve come to the right place. Don’t let messy books keep you from getting strategic support for your business. We’ve helped business owners just like YOU clean up a mess that’s been years in the making. Book a meeting with us today to learn more about our bookkeeping services and how you can set up your business for success.
