About Us

 

Our Story

Compass was founded in 2012 to provide a diverse range of business services and innovative solutions. Our team strives to bring the highest level of professionalism and efficiency to all our service offerings. We serve commercial businesses, non-profits, and government agencies, with a special focus on assisting small businesses.

We bring a small business approach to all our clients. This means when we have your company as a client, we consider ourselves just an extension of your team – and your success is our success. Our role is to handle your “back-office” tasks so you can focus on your core business. For instance, we offer accounting and administrative services, CFO services, strategic planning, governance and compliance, HR and payroll services, policy and procedures, IT services, and related consulting. Our principals and staff have impeccable reputation within the business community and represent a number of commercial and government clients with a high project success rate in providing a range of business and professional services.

Team Bios

Sharon Bertram

Sharon Bertram, CEO of Compass Consulting, has over 35 years of experience in accounting and auditing, including 25 years in internal audit and several years in public accounting.  She has held the positions of Senior Vice President of Shared Services with oversight over Business Process Improvement, Human Resources, Information Services, Ethics, and Enterprise Risk Management, Due Diligence, Policy Administration and Internal Audit Services.  She has audited businesses for compliance in highly regulated industries, been responsible for development of compliance programs and policy/procedures and performed internal fraud investigations that led to prosecution.

Sharon has been responsible for development and administration of corporate governance practices and ethics programs; facilitation of enterprise risk management processes; oversight of multiple operational process improvement initiatives, and development of corporate policy and procedures. Sharon developed documented, evaluated, and tested key compliance and financial controls and implemented remediation procedures and policies to strengthen internal controls and eliminate compliance deficiencies.

Sharon has extensive experience in performing forensic audits including involvement in a large Security Exchange Commission financial misappropriation and executive level fraudulent activities.  Cases included coordination with tribal, state and federal authorities and led to multiple prosecutions.

Sharon received her Masters of Science in Accounting from Oklahoma State University in 1990.  She is a Certified Public Accountant, Certified Internal Auditor, Chartered Global Management Accountant, and Certified in Risk Management Assurance.  Sharon’s time away from the office is spent spoiling her two granddaughters.

Jeff Coffman

Jeff Coffman, COO of Compass Consulting, has over 15 years’ experience in auditing, including 8 years in internal audit and several years as a business analyst.  He has held the position of Sr. Manager of ERM, Ethics and Due Diligence with oversight over Enterprise Risk Management, Due Diligence, Ethics and Policy Administration and was an Internal Audit Manager directing multiple process improvement initiatives including a focus in procurement processes.

Jeff has been an investigation manager on over 50 internal investigations such as kickbacks, theft and vendor favoritism.  Many of these investigation resulted in prosecution.

Jeff has extensive work with process improvement efforts including documenting current processes, facilitating process updates and finalizing approved policies.  He has been responsible for the development and revision of corporate and subsidiary level policies and procedures consolidating functions across 40 entities.

Jeff received his Masters of Accounting and Financial Analysis from Northeastern State University in 2008.  He is a Certified Internal Auditor and Certified in Risk Management Assurance.  Jeff and his wife, Ashley, have two sons, Tyler and Blake.

Rodney Sooter

Rodney Sooter, Project Consultant, has 16 years of experience in various accounting and financial positions.   He spent 10 years in the Operational Accounting department of one of the largest independent oil and gas companies in the United States where he gained valuable experience in revenue accounting, gas balancing, payout accounting, special projects, unclaimed property and owner relations.  During his time as Supervisor of Owner Relations, he led several process development and improvement projects, including a debit balance review and collection process which resulted in the recovery of $297,000 in less than a year.

Rodney also spent over 4 years in the Business Development group and was involved in approximately 30 acquisition and divestiture transactions totaling over $91MM.  While working on these projects his responsibilities included due diligence, contract and price negotiations, lease review and financial analysis.

Rodney earned his Bachelor’s Degree in General Business from Oklahoma State University in 2000 where he was a member of the men’s basketball team.  He and his wife, Sallie, have two sons, Blake and Beckett.

Shawn Coltharp

Shawn Coltharp, Accounting Services Consultant, has over 10 years of accounting experience in a variety of industries including property management, restaurants, oil and gas supplies, and mortgage lending.

Shawn has been responsible for the implementation of an accounting system including research, demonstrations, management of setup and installation, data scrubbing and upload, and training staff.  He also assisted with a transition from outsourced to in-house accounts payable for 63 restaurant locations and a call center, which included developing related corporate procedures and an administrative audit process for use at each.

Shawn has been responsible for managing multiple companies in multiple industries using QuickBooks, including responsibilities for AP, AR, reconciliations, financial statement preparation, payroll, asset tracking, etc.  He is a Certified QuickBooks Pro Advisor.

Shawn received a double Bachelors of Science degree in Accounting and Business Administration from the University of Phoenix in 2009. Shawn and his wife, Alicia, have 4 children, Colton, Ashton, Matty and Bryce. When they aren’t busy with the kids’ sports, Shawn enjoys practicing with them and spending time with family and friends.

Jill Jones

Jill Jones, General Manager, has over 25 years of experience in strategic and operational management for both commercial and government customers. As General Manager, she has oversight for a variety of projects, to ensure that operational efficiencies are in place for performing on these contracts per specific requirements. She oversees progress and performance on contracts, and provides guidance for management plans, strategic plans, budgets, timelines, and reporting requirements.

Jill has extensive management and operational experience on government contracts and uses that experience to lead business development activities at Compass in the federal market. She handles certifications for SBA HUBZone, 8(a) and other socioeconomic designations, and develops new business lines for the company. Her other capabilities include project and program management, software development, business warehouse and data analytics, and ERP implementation.

Jill’s past experience includes information technology solutions in the oil and gas industry, working for a midsize downstream petroleum company and later for a Fortune 100 oil and gas exploration and refining company. During her career, she also served in management at the consulting division of Ernst & Young, and as Operating General Manager at a tribal 8(a) federal contractor.

Previously, Jill served on the board of Osage Nation Energy Services LLC. She represented the Osage Nation as an appointed member of the US Department of Energy’s “Indian Country Energy & Infrastructure Working Group” (ICEIWG), an intertribal group tasked with developing policy recommendations for the Secretary of Energy and the White House Council on Native American Affairs. She currently serves on the board of Tulsa DVIS (Domestic Violence Intervention Services), is a member of the Circle of Red in Tulsa, and is owner of Little Rain Song Loft in Pawhuska.

In her spare time, Jill enjoys golf, travel, spending time with family, and just about any sport. She is originally from Skiatook, OK. She graduated with a Bachelor’s Degree in Computer Science and Math from Oral Roberts University, and is currently working on her Master’s Degree.

Melissa Abshire

Melissa Abshire, Executive Coordinator, provides a wide range of executive and administrative support to Compass staff and our customers, such as answering inquiries, providing assistance with paperwork, filing, compliance, record retention, and document distribution. She has office management and administrative experience with a number of local companies, prior to joining the Compass team, and is extremely conscientious in providing organized information, inquiry, and documentation support for Compass projects.

Melissa’s capabilities include customer service, administrative support, compliance, organizational management, accounts payable and accounts receivable, data entry, document processing, inventory control, scheduling, event planning, and office management.

In her spare time, Melissa and her husband Mark enjoy watching their four children play sports and spending time on their property in Collinsville.

Carol Payne

Carol Payne, Accounts Payable/Payroll, has 20 plus years as an Accounts Payable Manager in a variety of industries such as healthcare, building materials, heavy equipment, aviation, and energy. She has managed up to 25 employees promoting personnel efficiency, productions and scheduling.

Carol has been responsible for developing, designing and implementing cost saving techniques to stream line processes as well as writing policies and procedures. She has used her problem solving skills along with dynamic organizational abilities and project management skills to provide the best possible improvements for each industry.

Carol and her husband have 5 children and 9 grand-children. In their spare time they enjoy riding their Harley’s.

 

 

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Sharon and her team of dynamic, competent professionals let me sleep at night. I know they have thought of everything and are watching out for our best interests. Their attention to detail and incredible customer service make us feel like we have a whole finance department at our disposal.  They helped us navigate getting 501(c)3 nonprofit status from the IRS, manage our first federal grant and conduct our first audit and were organized, calm and responsive during  the entire process.

Mindy Galoob

Director of Operations, Tulsa Campaign to Prevent Teenage Pregnancy

We can’t express loud enough or cheer loud enough for Compass!  The document that was created for Baker Recovery is invaluable, it hits the mark in every area of our business.  It has helped us navigate through the process of responding to our clients.  Our clients love the fact that we adhere to the business standards in the market.  Compass is one of the best things we did for our business.  We are glad they are on our team and always ready to make changes when needed.

Torie Baker

Baker Recovery

Our Latest Articles

Tulsa BRIDGE

We are happy to announce that Compass has been certified as a BRIDGE participant with the City of Tulsa.

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SBA Small Business / HUBZone / WOSB / EDWOSB  

 

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918-794-8804
info@useyourcompass.com
Compass Consulting LLC
PO Box 700264
Tulsa, OK 74170-0264

DUNS: 078629558
CAGE Code: 6SMW8