Compass Pointe

What Compass Pointe does

Compass Pointe CPAs, LLP is a privately-held, full-service regional accounting and tax advisory firm headquartered in Greenwood, Indiana, with a second office in the Fishers-area of Indianapolis. The firm traces its origins to 1980 (predecessor Sherman & Armbruster LLP founded 1983) and rebranded to its current name in 2018 as part of a succession planning exercise that also established Treybourne Wealth Planners as a separate affiliated entity. It is controlled by four partners — Pat Sherman (Founding Partner), Angela Coy, Joe Paulson, and Matt Caras — and is supported by approximately nine staff members including CPAs and an office manager.

The firm's core offerings span tax preparation and planning for individuals, businesses, trusts, and estates; general accounting, bookkeeping, and payroll management; business formation and entrepreneurial advisory; succession and legacy/estate planning; and add-on services including 1031 exchanges, M&A advisory, and legal document review. Service delivery is human-led and partner-driven, with no proprietary technology platform; client consultations are scheduled through direct appointments, supplemented by virtual meetings via Zoom and Microsoft Teams. The firm markets primarily through its 'To The Pointe' blog covering tax law changes (e.g., the One Big Beautiful Bill Act) and through community involvement with local chambers of commerce, Leadership Johnson County, and AICPA/Indiana CPA Society affiliations.

The business operates on a professional services engagement-based model with quote-driven, non-publicly-disclosed pricing and no subscription or recurring SaaS-style contracts. Revenue streams are diversified across SMB tax/accounting, individual tax planning, and estate/trust work, with no disclosed customer logos or enterprise anchors. There is no external institutional investment, no funding rounds, and no M&A activity on record; the only structural transaction of note is the 2018 spin-out of wealth management into the separately-owned Treybourne Wealth Planners affiliate.

Name

Compass Pointe

Legal name

Compass Pointe CPAs, LLP

Website

https://compasspointecpas.com

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

1–10 employees

Short description

Compass Pointe CPAs, LLP is a privately-held Indiana accounting firm (Greenwood and Indianapolis) offering tax preparation, accounting, payroll, succession, and legacy planning services to local small-to-medium-sized businesses, individuals, and trusts.

Ownership category

akta.pro rank

Headquarters

HQ city

Greenwood

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services - Tax Preparation: Tax return preparation services for individuals, businesses, trusts, and estates. Services include business and individual taxation, tax planning, and technical tax research.
2. Accounting Services: General accounting services following rules, practices and principles of general accounting to serve business or organizational needs.
3. Business Consulting and Advisory: Business formation support, bookkeeping, payroll management, business consulting, and entrepreneurial support services.
4. Legacy and Succession Planning: Legacy and estate planning, wills, trusts, charitable contributions, and business succession planning services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Compass Pointe CPAs is a regional accounting firm that delivers tax preparation, tax planning, accounting, bookkeeping, payroll, business formation, and advisory services to small and mid-sized businesses and individual clients in the Greater Indianapolis area. The firm also provides specialized services including succession planning, 1031 exchanges, mergers and acquisitions advisory, and estate and legacy planning. Services are delivered directly through scheduled consultations with CPA partners and staff across two office locations.

Product overview

Compass Pointe CPAs offers a comprehensive suite of accounting and advisory services through a unified practice model. The core offerings include Accounting Services, Business and Entrepreneurial Support, Tax Planning and Technical Research, Legacy Planning, and Succession Planning. These services are delivered through the firm's team of CPA partners and staff. The practice also offers specialized add-on services including 1031 Exchanges, Mergers and Acquisitions advisory, and Legal Document Review. The firm serves small to medium-sized businesses and individual clients in the Indianapolis/Greenwood area.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services
• Tax Preparation and Tax Planning
• Business and Entrepreneurial Support
• Legacy Planning
• Succession Planning
• 1031 Exchanges Tax-deferred exchange services for clients selling and purchasing investment property, supporting real estate investors in deferring capital gains taxes through like-kind exchanges.
• Mergers and Acquisitions Advisory Advisory services for business combination transactions, supporting buyers and sellers through M&A engagements.
• Legal Document Review Reading and analysis of legal documents for business and tax purposes to support client decision-making on transactions and structures.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Seven partnerships are on record, tiered minor.

• One Zone Chamber of CommerceminorGTM or Marketing PartnerLocal chamber of commerce organization serving Carmel-Fishers area; Compass Pointe maintains membership and logo displayed on website indicating community partnership
• Indiana Department of RevenueminorOthersState regulatory agency for Indiana tax matters; firm maintains relationship and directs clients to INTime portal for state tax services
• Franklin Chamber of CommerceminorGTM or Marketing PartnerLocal chamber of commerce serving Franklin area; firm supports through membership and community involvement
• American Institute of Certified Public Accountants (AICPA)minorOthersNational professional organization for CPAs; partners are members; firm logo displayed indicating professional affiliation
• Aspire Economic Development + Chamber AllianceminorGTM or Marketing PartnerEconomic development organization and chamber alliance for Johnson County area; firm supports and participates in community initiatives
• Indiana CPA SocietyminorOthersState professional organization for CPAs in Indiana; partners are members; firm logo displayed indicating professional affiliation
• Internal Revenue Service (IRS)minorOthersFederal tax regulatory agency; firm provides IRS resources and guidance to clients; maintains IRS links on website

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Katz, Sapper & Miller: Largest Indianapolis-based CPA and advisory firm offering tax, audit, and business consulting to mid-market and SMB clients in the same geography and customer segments as Compass Pointe CPAs.
• Kemper CPA Group: Indiana-headquartered CPA firm providing tax, audit, and business advisory services to SMBs and individuals across the Midwest; comparable regional full-service model.
• Blue & Co. Indianapolis-based CPA and business advisory firm providing tax, accounting, and consulting services to closely held businesses and individuals — a directly comparable full-service regional peer.
• Somerset CPAs: Indianapolis-area CPA firm serving closely held businesses and individuals with tax, accounting, and advisory services; comparable scale and target client profile to Compass Pointe.
• Dauby O'Connor & Zaleski: Indiana-based CPA firm with tax, audit, and advisory practices serving closely held businesses and high-net-worth individuals in the Indianapolis region.

Others

• Moneta Group: Mid-market-focused registered investment adviser and wealth management firm; comparable to Compass Pointe's affiliated Treybourne Wealth Planners subsidiary in service mix and target clientele.

Broad incumbents

• FORVIS: Top-10 US accounting firm (formed by BKD + DHG merger) with a meaningful Indianapolis presence; broader portfolio and deeper specialty benches than Compass Pointe but overlapping client base.
• BDO USA: Major national accounting and advisory firm with an Indianapolis office serving middle-market companies and high-net-worth individuals — competes for the same advisory work but at materially larger scale.
• Dean Dorton: Regional CPA and advisory firm with strong Kentucky/Indiana presence providing tax, assurance, and business consulting to mid-market clients comparable to Compass Pointe's target market.
• Crowe LLP: Top-10 US accounting firm with a substantial Indianapolis office offering the full spectrum of tax, audit, and advisory services to mid-market and enterprise clients across the same geography.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/accdirection
• Facebookfacebook.com/compasspointecpas

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Compass Pointe