Close & Financial Reporting
Reconciliations, month-end close, financial statement review, workpaper preparation, management reporting, and issue resolution—performed within your firm’s established process and standards.
FRACTIONAL CONTROLLER • BACKEND ACCOUNTING PARTNER
Compass Accounting partners with business management firms, family offices, CPA firms, and Client Accounting Services teams that need experienced fractional capacity without adding another full-time hire. I step into your existing workflow to support the accounting, reporting, and client-service work your team needs handled well.
WHEN YOUR TEAM NEEDS MORE CAPACITY
Client work does not always arrive in neat, predictable increments. A new family, a cleanup engagement, staff transition, reporting deadline, or complex entity structure can stretch an otherwise strong team. Compass provides experienced backend support that can plug into established processes, work collaboratively with internal staff and outside advisors, and help maintain the quality your clients expect.
SERVICES
Reconciliations, month-end close, financial statement review, workpaper preparation, management reporting, and issue resolution—performed within your firm’s established process and standards.
Entity and personal accounting, cash-flow tracking, owner activity, investment and property-related schedules, bill-pay oversight, and reporting across complex private-client structures.
Backend accounting for entertainment and business-management teams, including AP/AR, cash management, entity accounting, reconciliations, reporting, documentation, and client-specific workflows.
Recurring or overflow capacity for Client Accounting Services teams, including close support, controller review, cleanup, workpapers, tax-ready books, and special projects.
Entity-level reporting, intercompany activity, due-to/due-from reconciliations, owner transactions, real estate accounting, and schedules that keep complex structures organized.
Historical cleanup, staff transitions, system conversions, backlog support, process documentation, and focused engagements that require experienced accounting judgment.
WHO I SUPPORT
Compass is designed to work as an extension of an existing professional team—whether you need ongoing fractional support, temporary capacity, or an experienced resource for a specific client or project.
WHERE I CAN STEP IN
FOR FIRMS
Compass can work behind the scenes as an extension of your accounting, business management, or client service team. The goal is simple: give you experienced capacity when and where you need it, without asking you to build another permanent layer into the firm.
Support can be structured as recurring fractional capacity, overflow coverage, transition support, or a defined project. I can work within your existing systems, workflows, reporting formats, and communication structure—including white-label arrangements where appropriate. Engagements can be client-facing or fully behind the scenes, depending on your firm’s preference.
A FLEXIBLE RESOURCE FOR
ABOUT
Caroline Gallagher, M.Acc., is the founder of Compass Accounting and a fractional controller with more than a decade of experience across public accounting, entertainment business management, and complex privately held operations.
That background makes Compass particularly well suited to backend B2B engagements: stepping into established teams, learning firm-specific workflows, managing detail-intensive client accounting, coordinating across entities and advisors, and delivering polished work without creating another layer for the client to manage.
View Caroline on LinkedInAPPROACH
Learn your systems, standards, client structure, communication preferences, and where additional capacity is needed.
Own the agreed-upon accounting, close, reporting, cleanup, or special-project work with minimal hand-holding.
Work effectively with partners, managers, bookkeepers, tax teams, advisors, vendors, and client personnel as needed.
Support your firm’s standards and client relationships with professional, discreet, dependable backend execution.
START A CONVERSATION
Tell me about your firm, family office, client portfolio, or current capacity need. Engagements can be structured around recurring support, overflow capacity, transitions, or defined projects.