Homepage - Hero CFO

Outsourced CFO for households and small businesses

Tailored accounting solutions

Empowering smarter financial decisions

Optimize your financial management, streamline operations, and drive growth with expert CFO solutions for high net worth households and small businesses.

We're Here to Be Your Financial Hero

HERO CFO was born out of Compass CFO Solutions, a leading provider of CFO services to the wealth management industry.

HERO CFO allows wealth management firms and family offices to offer CFO services to their clients, investors, and investments.

We were established to make YOU the HERO to your clients.

Tailored CFO Services for Households and Small Businesses

Our team offers a variety of ongoing finance & accounting services to support your office and help you make better financial decisions.

Budgeting & Forecasting

Control your finances with expert budgeting and forecasting to guide your business decisions.

Controller Services

Ensure smooth financial operations with oversight, compliance, and internal controls.

Financial Records

Keep accurate financial records with our bookkeeping and compliance management services.

Payroll Services

Streamline payroll processes, ensuring accurate and timely employee payments and tax compliance.

Expense Management

Track and optimize your expenses for improved financial efficiency and decision-making.

Bill Payments

Manage bill payments efficiently to avoid late fees and maintain vendor relationships.

Listen to Our Success!

Having Matt and his team helping with our finances has been one of the best business decisions I've made.
- Jim DeCota • Enso Wealth Management
Matt is a great communicator and goes the extra mile to help our company make wise decisions. We are honored to partner with his firm to assist us!! We are grateful for you and your team.
- Chad Frantzen • Authentic Counsel
I am going on my second year of working with Mr. Hayon. It is challenging to articulate the impact he and his team at Compass CFO have had on our firm. Thank you, Matt. Your firm is exceptional. He has gone above and beyond on more than one occasion. He has remembered things that the owners he is supporting should not have forgotten. He has been patient, pleasant, fair-minded, and incredibly detail-oriented. I look forward to an ongoing relationship with his team.
- Joshua Jones • Everspire
Matt and his team does an incredible job for our company. Very responsive and engaged with our needs. I would highly recommend them.
- Lee Rawiszer • Paradigm Financial Partners

Working with Matt and his team has been a no-brainer for my business. His team is professional, responsive, and experienced in the wealth management industry. We have only had positive experiences since hiring Matt and his team. He saves me valuable time which I can use in other areas of my business. It has been a great partnership, and I look forward to our continued relationship!
- Harry Tawil • Regal Wealth Management
I cannot say enough good things about Matt, he literally carried me and taught me in accounting after I transitioned out of the military. Although remote and this was well before COVID and before the majority of the innovations that we all use on day-to-day basis now, Matt seemed to always be available. He always gave candid, knowledgeable and insightful feedback on any subject related to accounting. Honest and trust worthy to his core he set my mind at ease that we were doing the right thing, ethically and legally. He is an amazing communicator and I never dreaded a phone call or email from him. He is without a doubt an asset to any organization he works with and I would not hesitate calling on him again!
- Joaquin DeQuintanaRoo • First Pacific Financial

FAQs: Learn More About HERO CFO

HERO CFO offers a range of outsourced CFO and accounting services tailored to households and small businesses, including bookkeeping and expense tracking, bill pay, budgeting, forecasting, payroll, and expense management.

We provide customized financial solutions that help provide you, the advisor, and the client, confidence, financial insights, and stability to make informed financial decisions.

To begin, simply reach out through our contact page or schedule a consultation. We’ll discuss your needs and outline a tailored approach for a specific client or group of clients.

Our fees vary based on the client's transaction volume and scope of services. We recommend scheduling a consultation to receive a customized proposal that fits your needs.

Absolutely! Our services are flexible and can be tailored to meet your specific financial management needs and objectives.

We all know that a business should have a CFO, shouldn't your household have one as well? Clients have found that work with HERO CFO has provided them make sense of their household spending, track against a budget, and organize their bill payments. Their advisors have found that our relationship has allowed them to better understand and work with their own clients.

Let's Get in Touch!

Please feel free to get in touch with us. Simply complete the contact form available here, and we will ensure to respond promptly.