Financial operations for $2M–$50M businesses

Your numbers should do more than close the books. They should guide the business.

CompFinO brings accounting, payroll, business tax, and controller-level guidance into one coordinated financial relationship — giving owners clearer reporting, fewer operational gaps, and better information for the decisions ahead.

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Serving businesses from Naples, Florida, and Pittsburgh’s Southpointe business community.

The financial gap inside growing businesses

Your business has grown. Has the financial operation grown with it?

Most growing companies do not have an accounting problem. They have a coordination problem — capable people working in separate systems, on separate schedules, with no one owning the whole picture.

Bookkeeping is complete, but reports arrive too late to act on

Payroll, accounting, and tax are handled by separate people

The owner is still the communication hub between vendors

Internal accounting staff need experienced oversight

Tax planning starts after the decisions have already been made

Financial reports do not explain what requires attention

Questions move between people with no clear ownership

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CompFinO builds a connected financial function around the business, with one accountable team behind every part of it.

Complete Financial Optimization

Five stages that turn transactions into decisions

The CompFinO name is the operating framework. Each stage has owners, deliverables, and a schedule.

Stage 01

Accurate records, every period.

Bookkeeping, payroll entries, accounts payable and receivable, bank and credit-card reconciliations, and transaction records maintained in QuickBooks Online.

Core business services

Four pathways, one accountable team

Engage one service or all four. The difference is that they share the same records, the same calendar, and the same people.

Outsourced Accounting

Bookkeeping, A/P and A/R, reconciliations, bill payment, sales tax, month-end close, and financial statements in QuickBooks Online.

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Payroll Operations

Payroll processing, payroll-tax coordination, employee setup, reporting, and year-end forms integrated with your accounting.

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Business Tax Planning & Compliance

Business-return preparation, estimated-tax planning, entity considerations, and year-round coordination with the monthly close.

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Controller & CFO Guidance

Budgeting, forecasting, cash-flow analysis, KPI reporting, job costing, and recurring leadership conversations.

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Who CompFinO works best with

We are built for established businesses with real financial complexity.

Not every company needs this level of support, and we would rather say so early. CompFinO works best with:

An established business, roughly $2M–$50M in annual revenue

Managing employees, payroll, or multiple financial responsibilities

Using or willing to use cloud-based accounting systems

Looking for an ongoing relationship, not a one-time cleanup

Willing to keep a consistent communication cadence

Ready to improve its financial processes

Priority industries are identified during discovery. We do not claim specialized industry expertise unless our team experience and service set support it.

Engagement models

Four relationships, defined before we start

Each engagement states who it serves, what it generally includes, and how communication works. Pricing is confirmed in the scope conversation.

Business Tax Relationship

Established businesses that need organized preparation, review, and planning that does not stop in April.

Business-return preparation and review
Estimated-tax planning
Entity considerations
Year-round planning touchpoints
Secure organizer and document workflow

Cadence

Planning conversations before year-end and around major decisions.

Financial Operations Team

Businesses outsourcing bookkeeping, payroll, monthly close, and financial reporting to one accountable team.

Bookkeeping and reconciliations
Accounts payable and receivable
Payroll processing and coordination
Month-end close and financial statements
Sales tax and 1099 preparation

Cadence

Defined monthly close and reporting dates, with a named day-to-day contact.

Controller Partnership

Businesses that need oversight of internal staff, financial controls, and reporting discipline.

Review and oversight of the accounting function
Process and control improvement
Management reporting and KPI packages
Budget preparation and variance review
Recurring performance conversations

Cadence

Monthly reporting review with leadership; quarterly process review.

CFO Partnership

Leadership teams facing forecasting, scenario planning, and major financial decisions.

Cash-flow forecasting
Scenario and what-if analysis
Job costing and margin analysis
Strategic tax coordination
Support around financing, hiring, and expansion decisions

Cadence

Scheduled leadership meetings at a frequency set in the engagement.

Meet Josh and Kelly

Built by accountants who understand both the numbers and the operation behind them.

Joshua Jones, CPA

Partner

Josh is a licensed CPA and a graduate of Duquesne University. He leads CompFinO’s tax and advisory work and stays involved in the client relationships where planning and accounting have to move together.

Kelly Jones, MBA

Partner

Kelly holds an MBA and is a graduate of Pennsylvania State University. She leads the firm’s accounting and payroll operations, including the close calendar and service standards clients experience every month.

Josh and Kelly met in public accounting and own CompFinO together, serving clients from Southpointe, Pennsylvania and Naples, Florida.

Meet the full financial team

Meet the team