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Supporting Professionals With
All-Encompassing Financial Planning

From legal teams to contractors, we serve business owners who need more than bookkeeping. Our integrated approach helps you simplify your back office and make smarter wealth-building decisions.

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Tailored for the Way You Work

Serving Businesses From Law Firms to Contractors

We focus on professionals who need clear, efficient support across tax, accounting, and planning.

Aligned with Wealth-Focused Goals

Our clients look beyond tax prep and want help building long-term financial strength.

Everything Handled In-House

We manage everything under one roof, helping you save time and avoid unnecessary complexity.

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Why Compound?

We help professionals take control of their financial picture with real-time data, coordinated strategy, and a single point of contact for all things financial.

Centralize everything under one roof for the clarity and ease of a unified financial strategy.

The Compound Process

Infinity loop showing Compound’s process: Discover, Plan, Execute, Review, with a central hub labeled Compound & Expand.

The Result: A synchronized flywheel of insight and execution—all coordinated by one partner.

  • 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.

FAQs

Compound operates in both the blue and white collar professional services space. If you operate a professional services business, you are a fit for our services!

Compound helps professional services organizations with everything from tax planning, to wealth management, to accounting and estate planning.

Professional service firms face unique challenges — from unpredictable income cycles to complex expenses and staffing needs. At Compound, we simplify this by bringing bookkeeping, payroll, and tax planning under one roof. Our AI‑driven systems keep your books current, while our team looks ahead to align cash flow, deductions, and tax strategy. The result is a clear, coordinated plan that reduces surprises and frees you to focus on serving your clients.

Ready to Simplify and Strengthen Your Financial Plan?

Talk to our team about how we support professionals in law, trades, and beyond.

Start Your Journey