Our Projects....Viable Solutions

iCompass Compliance Solutions LLC specializes in:


Providing dedicated, flexible accounting and controllership for small to medium-sized businesses that find themselves in uncharted territory at start up or who need tailored financial leadership and assistance "a la carte" while their business grows


Specialized, multi-certified and seasoned support for municipalities and not-for-profits who are stretched due to downsizing of in-house finance teams, during changes in corporate leadership, when implementing a major initiative, or when trying to understand and adopt the host of new regulations related to post issuance compliance, taxation, PCI-DSS, HIPAA, Dodd-Frank, FARs and more...


We have proudly served clients from a wide range of industries, including:


Public Utilities

Small Business Startups

Municipalities - State and Local governments



Some of our critical project successes include:

  • Successfully resolved four IRS audits of tax exempt bonds totaling over $500 million in par since 2007
  • Developed "from the ground up" comprehensive post issuance compliance portfolios and protocols for both a highly regulated public utility as well as a $2 billion academic medical center - a total of 37 separate bond issues in all covering a 60 year timespan
  • Successful integration of a dynamic medical group into a large health center - all banking conversion work and interim financing completed during the height of the 2008/2009 financial crisis
  • Seven distinct municipal market transactions totaling over $1 billion in par, including Swaps, LOCs, Bond Anticipation Notes, MTIs and all legal offering documents
  • Implemented PeopleSoft as well as Oracle Cash Management Modules to streamline treasury operations and meet regulations
  • Developed PCI-DSS protocols and remediation processes for an entity with over 150 cash collection sites
  • Extensive capital project budgeting, strategy, financing and compliance execution involving multi-agency partners - the most recent work being done on a $295 million collaborative venture located in Portland, OR