Compass.
Finding your way.
Bookkeeping doesn’t have to feel overwhelming or isolating.
Compass was built with intention — around how support feels.
Compass is designed for small business owners who are setting up their bookkeeping systems or managing their books themselves — and want structure, reassurance, and clarity as they move forward with confidence.
If you’re managing your own bookkeeping but want expert oversight, Compass offers monthly bookkeeping review and QuickBooks support for service-based businesses.
This is a place to pause, ask questions, and get oriented — without pressure to hand everything off.
Who is Compass for?
Compass is a good fit if you:
Are setting up your bookkeeping for the first time, or finding that you need a hand
Are doing your own books but want to be sure things are structured correctly
Feel unsure how to interpret your numbers or reports
Want guidance and reassurance without committing to full-service bookkeeping
Prefer support that meets you where you are
If you’ve ever thought, “I just want to know if I’m doing this right” — you’re in the right place.
Olivia
Bookkeeping and Project Coordination
We help you establish a clean, intentional foundation — including account structure, workflows, and systems that fit how your business actually operates.
This is especially helpful if you’re:
newly in business
transitioning from spreadsheets to software
or unsure whether your current setup is working for you
Alex
Bookkeeping and Advisory Support
What Support Looks Like in Compass
Bookkeeping Setup
Lauren
Bookkeeping and Technology Initiatives
Compass offers flexible, thoughtful support designed to create clarity and confidence.
If your books are mostly in place but you want clarity, we offer reviews that help you understand:
what’s working well
where small refinements could make a big difference
how your numbers connect to real business decisions
Reviews are designed to inform and empower — not overwhelm.
You don’t have to do this alone.
Our calm co-working sessions give you dedicated time to work on your bookkeeping with experienced support nearby — to answer questions, offer guidance, and help you stay unstuck.
No fixing. No judgment. Just steady support while you work on your bookkeeping.
Thoughtful Reviews
Compass isn’t about one-time fixes. It’s about building understanding over time.
We help you:
create structure
understand what your numbers are telling you
feel clear about what comes next
Support can be occasional or ongoing — always at a pace that feels right.
Bookkeeping Co-Working
Ongoing Guidance
Compass is a path, not a commitment.
Compass is intentionally flexible.
Some clients:
use Compass briefly to get oriented
return periodically for reviews or co-working
or naturally transition into Anchor or Beacon support as their business grows
There’s no rush — and no “right” next step.
A calm, trusted financial partner.
If Compass sounds like the right place for you, we’d love to support you — whether that’s through setup, co-working, a review, or simply answering a few questions as you find your footing.
Compass support is available as one-time sessions or ongoing guidance.