top of page

SERVICES

At FinCompass, we provide professional, year-round financial and accounting services for individuals, families, and businesses.
Our goal is to simplify your finances, ensure compliance, and guide your growth — with multilingual support in English, Ukrainian, Russian, Polish, and Belarusian.

Personal & Family Accounting Services

We help individuals, families, and retirees manage their finances with confidence and clarity.

🧾 Tax & Income Services

  • Individual & joint tax preparation (Federal & State)

  • Multi-state and prior-year corrections

  • IRS and State resolution assistance

  • Tax planning for employees, investors, and self-employed

👵 Retirement & Senior Accounting

  • Tracking Social Security, pension, annuity, and IRA income

  • Estate and gift tax coordination

  • Tax-efficient retirement withdrawals

  • Household payroll for caregivers or assistants

💡 Financial Guidance

  • Personal budget creation and savings planning

  • Mortgage or loan documentation support

  • Investment income reporting (dividends, capital gains)

  • Family financial reviews and fraud-prevention strateg

Small Business Accounting Services

Designed for entrepreneurs and small business owners who want professional financial control and peace of mind.

📘 Bookkeeping & Accounting

  • Monthly reconciliation of bank, credit, and loan accounts

  • Complete financial statements (P&L, Balance Sheet, Cash Flow)

  • Expense categorization and job-cost tracking

  • Year-end close and CPA-ready reporting

💵 Payroll Management

  • Payroll setup and processing (W-2 / 1099)

  • Direct deposit and quarterly tax filings

  • Employee onboarding and compliance documentation

  • 1099 preparation for contractors

📊 Tax Planning & Optimization

  • Quarterly and annual tax strategies

  • Deductions and expense optimization

  • Entity selection (LLC, S-Corp, or C-Corp)

  • Audit preparation and representation

Mid-Sized Business & Fractional CFO Support

For established companies seeking deeper financial insight, compliance, and growth without the full-time CFO cost.

💼 Fractional CFO & Controller Services

  • Strategic financial planning and forecasting

  • Cash-flow management and KPI dashboarding

  • Monthly performance analysis and variance reports

  • Board and investor presentation preparation

⚙️ Accounting System Oversight

  • Internal control setup and process automation

  • Advanced QuickBooks or ERP support

  • Staff training and supervision

📈 Business Advisory & Strategy

  • Budgeting and cost-reduction analysis

  • Profitability and break-even modeling

  • Financing, SBA loan, or investor readiness

  • M&A, expansion, or business sale preparation

SBA Loan & Business Plan Preparation

Specialized support for entrepreneurs, franchise owners, and growing businesses seeking funding or expansion.

🧾 SBA Loan Document Preparation

  • Complete SBA 7(a) and 504 document packages

  • Pre-approval readiness and lender coordination

  • Financial projections and equity verification

  • Asset lists with supporting documentation

📘 Business Plan Development

  • Custom business plans tailored for lenders or investors

  • Market research and competitor analysis

  • Five-year financial projections and break-even modeling

  • Mission, operations, and staffing strategy sections

  • Delivered in lender-approved Word & PDF formats

Ideal for SBA applicants, start-ups, and franchise owners ready for professional lender presentation.

Additional & Support Services

Complementary services to simplify your operations and ensure full compliance.

  • ITIN applications for non-U.S. taxpayers

  • Notary & Apostille services for documents

  • Certified translations (EN / UA / RU / PL / BE)

  • Fraud-protection & audit-readiness checkups

  • Business credit & funding consulting for SBA borrowers

OUR SECTORS

Healthcare

We assist healthcare providers in managing their finances efficiently, helping them focus on delivering quality patient care.

Retail

Our solutions help retail businesses streamline their financial operations, facilitating better inventory management and contributing to higher profitability.

Construction

We provide construction firms with specialized accounting services that address their project-based financial requirements, ensuring compliance, and profitability.

bottom of page