Featured partner
Green Arc Group
Strategic financial leadership and CFO services for growing businesses ready to scale beyond bookkeeping.
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The Collective
Tax & Accounting expertise is one chapter of your financial story. The Collective is a hand-picked network of advisors we trust to handle the rest - fractional CFOs, business strategists, and operators who think the way we do.
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Featured partners
Our featured Collective partners
Each partner has been vetted personally. We work alongside them on shared clients to deliver financial outcomes that span beyond tax.
A small, deliberate network
More partners joining soon
We onboard new Collective members at a deliberate pace. Each one is vetted personally, has worked with us on a real client engagement, and shares the same commitment to clarity and craft.
- Fractional CFO services
- Business legal counsel
- Wealth advisory
- More vertical-specific advisors over time
Beyond the books
Controller & Financial Accounting Services
When your business is ready for outsourced controllership, we partner with you through The Collective on engagements that include:
- Financial analysis and reporting
- Operations review
- Cash flow planning and analysis
- Strategic planning
- Financial forecasting
- Comprehensive tax planning
- Profit analysis and improvement
- Bank reconciliations
- Accounts payable and accounts receivable
- Payroll
- QuickBooks accounting software training and support
- Liaison with outside financial professionals
Project-based engagements
Strategic projects & one-time engagements
Project-based engagements are scoped per business - typically delivered jointly with a Collective partner. Common engagements include:
- Mergers and acquisitions
- Raising capital
- Due diligence
- Risk management
- Pricing, margins and cost analysis
- Exit strategies
- Third-party software integration
- Government compliance
- Employee compensation and incentive plan
- Retirement planning
Partner with us
Apply to join The Collective
Tell us about your firm, the clients you serve, and the kind of partnership you have in mind. We review every inquiry personally and typically respond within 2 business days.