Our mission is your mission! We integrate with your business and your goals by creating accountable relationships where productivity is measured in outcomes and deliverables.
Compass CPA, PC was founded in 2021. We offer Virtual Accounting & Tax Services, including bookkeeping, reporting, accounts receivable management, accounts payable management, payroll management, cash flow management, business tax planning, and controller services.
We are a “virtual” company with a modern and evolved approach to accounting. Here's what makes us the best choice:
We offer flat-fee pricing. We know it’s nice to know your cost before you purchase something. We will spend as much time as needed to provide our services with the highest standard, level of integrity and business ethics.
We offer bundled services at a flat fee. You pay a monthly fee for only the services that you want and need. Our fee will not change from month to month based on volume or how many emails you write to us. At Compass CPA, we determine the services that will be performed throughout the year, put them into an engagement letter so that there are no misunderstandings, and finally calculate one fee for those services – a bundled approach.
We’ve embraced the continued evolution of technology and we use technology to the fullest to bring you easy to use and view systems, dashboards, and reports. Whether you’re trying to send messages, find the best project management software, perform a streamlined bill pay, view reports & dashboards, or just navigate through an accounting system, we work with all the best in class technologies available. Most accounting firms are stubborn in their ways or stuck in the past offering inefficient, reactive solutions that do not lead your company to success quickly. We are able to perform our services without ever stepping foot in the door. Between our expertise and the top-notch technologies we use, your client experience will always be first-rate.
We teach you profit-focused accounting. Through management and cost accounting exercises, we identify areas of opportunity, help create goals & strategy to increase your top and bottom lines, and we work directly with your team to implement and execute. Our clients enjoy having more cash in the bank, have less debt, and having the ability to grow through success. We help our clients maximize profits, minimize taxes, increase cash flow, and build business and personal wealth.
Our clients & team members are located all over the United States, California to New York and all points in between, including Alaska and Hawaii. With the use of web portals, e-mails, cloud technologies, video, and remote conference meetings, we can perform all our back-office functions of an accounting department miles away from the client’s place of business. We will always try to partner you with a team that most closely matches your location. This allows and affords us to be able to offer a value-based pricing model for top tier professional services.
Casey Haynes, CPA
Casey is a detail-oriented financial expert and advisor, with a keen sense of initiative and entrepreneurship. He has built a career based on a passion for identifying new opportunities, thinking outside of the box, creating system and process efficiencies, utilizing best-in-class technologies and providing key performance analysis and strategies to help make smart business decisions. He earned his MBA and BS in professional accounting from West Virginia University. He is currently located in Bend, Oregon, where he practices accountancy and acts as a trusted advisor for business owners from all over the country. He is an active CPA in the state of California.
Casey has served as a CFO, Accounting Manager & Controller for an array of start-ups & established private companies. He has helped clients from countless industries implement efficient and automated processes & technologies while providing trusted guidance and support to owners and CEOs. Casey began his career preparing corporate and individual tax returns and providing full-service accounting responsibilities. He learned the intricacies for accounting in a variety of industries. He has spent many years in the private industry as an accounting manager helping build scalable operations, financial analysis and strategies, and successful teams. Casey specializes in CFO and tax services, an ideal partner for CEOs and business owners far and near.
Casey's goal is to forever grow. He actively pursues his health and happiness through live-music, playing guitar, traveling, camping, exercising regularly, reading, and maintaining a great social presence with family and friends.
Head of Payroll & HR
Carla Arriola brings decades of experience to Compass CPA, having worked with companies of all sorts, including restaurants/food/events, marketing, real estate, insurance, & home staging.
Known as a master of all things among co-workers, Carla enjoys wearing all the hats. Besides being a rock star accountant, she’s also worked in operations, client services, & project management, & strives to bring warmth, accessibility, & efficiency to the clients she’s working with every day.
Carla’s favorite places to be are Paris, New Orleans, Lake Tahoe, LA, & anywhere in Mexico.
Shannon Price is our Staff Accountant who has recently joined our team. She has been in the accounting profession for 10 years and has extensive knowledge in the accounting concepts of accounts payable, accounts receivable, billing, invoicing, AR aging, accruals, and journal entries. She has worked in banking, mutual funds, and manufacturing areas of accounting. She is passionate about getting into the details and numbers and looking for the best solutions to complex problems. She enjoys working alongside her clients and building lasting relationships.
Originally from Houston, she has lived in Colorado for 15 years. While not inside, she enjoys the great outdoors of Colorado where she currently lives with her husband, two daughters, and two Golden Retrievers. You can find her skiing, camping, hiking, and canoeing in her free time. Shannon has earned two degrees: Colorado State University – Global in Accounting and University of Houston in Business Management. And earned academic achievement award in college and customer service awards in her profession. She believes in lifelong learning and keeping up with current trends in accounting.
Mitzi Roque is a CPA who has more than 10 years of professional accounting experience in diverse financial positions across various industries with exposure to almost all facets of accounting functions such as general accounting, bookkeeping, tax filing, accounts payable and receivables management, financial analysis and project cost accounting. She has worked with multiple companies in the retail, real estate, information technology, accounting services and eCommerce industry. She is keen into details, highly organized, has initiative, and can self-manage. Also, she is extremely passionate about what she does and that shows in her work. She uses her dedication and eagerness to accomplish goals efficiently and effectively.
She’s always had a love for numbers and really enjoyed her accounting courses in college. She passed the CPA board exam in 2012 in one take while doing self-study and being employed at the same time. During her free time, she loves playing with her children and watching TV series & movies with her husband. She also enjoys baking and cooking.
Joanne is a goal-oriented Certified Public Accountant. She's also a Certified QuickBooks Online ProAdvisor, Certified Xero Payroll, and Certified Xero Advisor. She holds a Bachelor of Science in Accountancy degree from Bataan Peninsula State University. Her passion for continuous learning has formed her into a tech-savvy and successful on-demand cloud accountant. Her best attribute is her high integrity.
She is a well-trained accountant with five years of meaningful experience in diverse industries doing bookkeeping, accounting, and auditing. A high achiever with a consistent history of taking the initiative and being solution-oriented.
She loves to travel, cook, watch movies, and spend quality time with her family.
Finance / FP&A Manager
Bruce brings 15 years of combined finance and marketing experience within hedge funds and private equities, energy, and the education sector. After graduating with degrees in economics and mathematics from Fordham University, he worked in alternative investments back office and client-facing positions. Upon receiving his M.S. in Data Science from SMU, he transitioned into financial planning and analysis. He creates value by offering insights into financials and allowing data to tell a story through forecasting models, reports, and dashboards.
Originally from New York, Bruce relocated to Texas in 2018 and now lives in the San Antonio/Austin area with his wife and three children. In his free time, he spends time with his family, working on his new house, and improving his woodworking skills.
Tamiris is a reliable detailed-oriented Accountant & Business Operations Manager. She brings 10 years of global experience from Finance and IT to Human Resources and Project Management. Her broad range of experiences within diversified industries have built the foundation of her expertise in accounting and business management. She’s a natural problem solver, passionate about finance and thrives tackling new challenges. After graduating with a Bachelor of Science in Accounting in São Paulo she lived in Cincinnati, Ohio for 2 years.
She’s currently located in Brazil but loves to travel! In her free time you can find her at concerts, reading or adventuring herself on interior design.
Senior Accountant / Tax Associate
Rachel has been developing her career in accounting since 2000 when she received her Certificate of Accounting. She continued with her education while raising a family and working in the accounting field. In 2017, she graduated with a Masters of Science in Accounting from Regis University in Denver, CO. She plans to complete her CPA in the near future. Rachel's experience consists of working for public accounting firms in tax, accounting and auditing services and worked as a controller for a mid-level company for three years.
Rachel was raised in Oregon and now resides in Colorado with her husband, three children and many animals including horses, cows, goats, pigs, and dogs. She enjoys spending time with family, mountain biking, and hiking in her free time.
Controller & Accounting Manager
Jen has spent 99.9% of her life in Colorado. She currently resides in Durango, CO and has been working in the accounting industry for the past 27 years. During this time she worked for a large fast food franchise for 17 years, a large oil and gas company who relocated to Houston, and numerous local construction companies. Jen spent 5 of the past 10 years working for a local CPA firm doing tax work as well as creating her own small accounting business in order to find some balance between family, fun and work. Jen has an undergraduate degree in Accounting, a Master's degree in Accounting and Finance as well as her CPA license in Colorado.
Jen can typically be found on the sidelines of the soccer field, or the tennis courts on weekend's watching her 16 year old twins growing older every day. In her spare time, she enjoys spending time with her partner Jon hiking and skiing in the mountains, exploring the desert canyons of Utah, mountain biking and riding her Harley Davidson motorcycle.