What common challenges do you help business owners overcome?

Business owners juggle a lot — and finances shouldn’t be another source of stress. We help clients tackle challenges like: Disorganized or outdated books that make it hard to see the full picture. Unpredictable tax bills caused by reactive, year‑to‑year planning. Time‑consuming payroll and compliance tasks that pull focus from running the business. Lack of clear financial insight for making confident growth decisions. By combining AI‑powered bookkeeping with proactive planning, we turn these pain points into a streamlined system that supports smarter decisions and steadier growth.

How do you support founders through scaling, exit, and estate planning?

Founders face different challenges at every stage — from building the business to planning an eventual exit and legacy. At Compound, we take a long‑view approach: Scaling: We create financial systems that grow with your business, keeping books clean and tax strategy aligned as complexity increases. Exit: We help you prepare for a sale or succession by structuring the business, modeling tax outcomes, and coordinating with legal and advisory teams. Estate: We ensure your personal and business planning work together, so the wealth you’ve built transitions smoothly to the next stage — whether that’s retirement, family, or philanthropy. Our role is to be a steady partner through every step, helping you make informed decisions with clarity and confidence.

Who We Serve: Entrepreneurs

Helping Entrepreneurs Thrive With

Full-Life Financial Planning

Ensure every aspect of your financial world is managed by the best.

Multi-Year Tax Planning

Stay ahead of the curve not just for next April, but for the next several years.

Trust/Estate Planning

Plan today to ensure tomorrow.

Why Compound?

You’ve poured everything into building your business, now it’s time to make your money work for you.

Compound’s advisory services are designed to help entrepreneurs take control of their finances and plan with confidence.

Whether you're optimizing for tax season or preparing for the long term, we’re here to help you move forward with clarity.

Discover
& Diagnose
Integrate
& Plan
Execute
& Automate
Review
& Optimize
Compound
& Expand

Discover
& Diagnose
- Deep-dive intake on goals, entities, cash flow, risk, and lifestyle priorities.
- AI-powered bookkeeping clean-up so we’re working from accurate, near-real-time data.
Integrate
& Plan
- One interdisciplinary team (tax, wealth, accounting) builds a single, multi-year plan.
- Entity structuring, tax maps, investment policy, estate roadmap—all aligned on day one.
Execute
& Automate
- AI handles reconciliations, data pulls, and rule-based alerts; experts oversee and adjust.
- 48-hour close target gives the leadership team “live” numbers for faster decisions.
Review
& Optimize
- Quarterly strategy checkpoints + always-on chat/video access.
- Scenario modeling for new ventures, liquidity events, or family changes.
Compound
& Expand
- Savings roll into investments; investments generate new planning opportunities.
- Trust & estate, philanthropy, and advanced strategies layer in as wealth scales.

Entrepreneurs generally start working with Compound once they hit over $250,000 of annual revenue and we can work with them until they take their companies public!

Business owners juggle a lot — and finances shouldn’t be another source of stress. We help clients tackle challenges like:

Disorganized or outdated books that make it hard to see the full picture.
Unpredictable tax bills caused by reactive, year‑to‑year planning.
Time‑consuming payroll and compliance tasks that pull focus from running the business.
Lack of clear financial insight for making confident growth decisions.

By combining AI‑powered bookkeeping with proactive planning, we turn these pain points into a streamlined system that supports smarter decisions and steadier growth.

Founders face different challenges at every stage — from building the business to planning an eventual exit and legacy. At Compound, we take a long‑view approach:

Scaling: We create financial systems that grow with your business, keeping books clean and tax strategy aligned as complexity increases.
Exit: We help you prepare for a sale or succession by structuring the business, modeling tax outcomes, and coordinating with legal and advisory teams.
Estate: We ensure your personal and business planning work together, so the wealth you’ve built transitions smoothly to the next stage — whether that’s retirement, family, or philanthropy.

Our role is to be a steady partner through every step, helping you make informed decisions with clarity and confidence.

Entrepreneurs don’t live in separate financial worlds — their business and personal goals are deeply connected. A full‑life financial plan looks at the entire picture: how your business decisions impact your personal wealth, tax strategy, retirement, and even your legacy. By connecting these pieces early, we help you avoid costly missteps, stay ahead of tax and cash flow surprises, and make decisions that support both your company’s growth and your long‑term goals.

Generational Income Planning For Entrepreneurs

Helping Entrepreneurs Thrive With

Full-Life Financial Planning

Multi-Year Tax Planning

Trust/Estate Planning

Why Compound?

The Compound Process

FAQs

Entrepreneurs, Ready to Start Your Wealth Journey?

Generational Income Planning For Entrepreneurs

Helping Entrepreneurs Thrive With

Full-Life Financial Planning

Multi-Year Tax Planning

Trust/Estate Planning

Why Compound?

The Compound Process

FAQs

At what stage do most entrepreneurs start working with you?

What common challenges do you help business owners overcome?

How do you support founders through scaling, exit, and estate planning?

Why is a full-life financial plan so important for entrepreneurs?

Entrepreneurs, Ready to Start Your Wealth Journey?