Accounting solutions for the modern business
The Collective Difference
Founded in 2012, Collective is an accounting and advisory firm that partners with entrepreneurial minded individuals and small businesses. We leverage technology and data to deliver an efficient, organized, and thoughtful experience to our clients. We believe in the power of long and meaningful relationships and offer a variety of solutions in the areas of tax, accounting, payroll, and business process support.
Annual Advisory Memberships
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Advisory with Impact
- Experts available year-round to help answer critical business, finance and tax questions
- Ongoing insights & content along with special accounting and financial application discounts, exclusively curated for members
- Specialized tax and business expertise on demand when you need it
- Flexible options that allow you to modify your membership to fit your needs and budget
Pocket Advisor
Advisory that includes:
$129/mo.
or $1,419/yr.
- Year-round basic advisory Q&A support for owners — email/text only
- Answers to your questions from our tax experts
Tax Advisor
Starter Advisory PLUS:
$149/mo.
or $1,549/yr.
- Enhance Q&A support to include phone calls or virtual meetings with our experts
- Annual tax planning, reviewed periodically throughout the year
- Bi-annual tax planning and strategy virtual meetings with a tax expert
Business Advisor
Starter Advisory PLUS:
$249/mo.
or $2,699/yr.
- Enhanced Q&A support (email/text/phone)
- Key KPI and financial performance insights, reviewed periodically with an expert throughout the year
Tax + Business Advisor
$349/mo.
or $3,799/yr.
All the features of both options combined into one membership
Owner Compliance Add-on
Advisory that includes:
$99/mo.
or $1,099/yr.
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Additional Accounting Services
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Ask us about...
Ask about our specialized fractional CFO services to help with operating budgeting & analysis, revenue modeling, capital budget & cap table maintenance, pro-forma financial design & maintenance, and more!
Monthly Support Services
Invoicing/collections in QBO
Starting at
$150/mo.
Accounts payable support
Starting at
$150/mo.
Project or job level reporting (up to 10 projects)
Starting at
$300/mo.
Sales tax tracking & filing (requires invoicing)
Starting at
$150/mo.
Additional books
Starting at
$395/mo.
Other One-time Services
1099 expense tracking & annual filing
Starting at
$250/mo.
Quickbooks Online set-up & training
Starting at
$500/mo.
Books clean-up
Starting at
$500/mo.
Sales Tax
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MONTHLY SALES VOLUME
Up to 200 Transactions - starting at $150/mo
Additional state reporting - $50/mo/state
Fees based on monthly sales volume, inquire for a customized price quote
Services Include:
- Sales tracking across all 50 states
- Ongoing nexus monitoring and analysis across all states
-
Registration and filing for 1 state included (any reporting frequency)
* Additional state registration & filing available, additional fees apply - Reseller/wholesale permit compliance and documentation retention
- Quickbooks and other third party integrations management (point of sale, ecommerce, etc.)
- Historical reporting document retention
- Notice follow up (limited power of attorney required for Collective)
Payroll Services
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HR + EMPLOYEE MANAGEMENT
Fully Digital Platform Includes:
$50/mo.
+$28 per employee/month
- Dedicated HR support
- Guided employee + contractor onboarding and offboarding
- Org chart management
- Milestone tracking
- PTO & sick leave tracking
- Employee software provisioning
- Fully integrated “single-source-of-truth” platform unifying HR, payroll, and benefits management
OUTSOURCED PAYROLL*
Outsourced Payroll Offerings Includes:
$50/mo.
+$28 per employee/month
- Employee self-service pay portal
- Multi-state employer compliance across all 50 states (additional $25/mo per state fee applies)
- Digital paystub, W-2 distribution, and W-4/I-9 compliance
- Contractor 1099 payment and tracking
- Time & attendance tracking**
Employee Benefits
Employee Benefits Management Includes:
$10/employee
(starting at)
- Dedicated benefits team working with our dedicated HR support team
- Design, execution, and management of major group benefits (medical, retirement, etc.)
- Integrated employer compliance and employee onboarding within HR platform
- ACA Compliance**
- Deduction/deferral management in conjunction with payroll
Bundled Service Discounts Offerings
Receive 10% discount when subscribed to all 3 services! Active Enterprise service subscribers eligible for additional discount!
*Offered in conjunction with HR + Employee Management. Can not be provided as a stand alone service
**Additional charges apply
Advisory + Services Packages
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CORE STARTER
For startups or single-owner S-Corporations with up to $500k in annual revenue needing basic year-round support.
$495/mo.
or $5,445/yr.
- Tax Advisor Membership included for 1 owner
- Basic Bookkeeping in Quickbooks Online*
- Real-time basic financial dashboard reporting
- 10% Discount on Tax Prep Services**
Core Standard
Full service advisory & accounting for businesses up to $1MM in revenue.
$695/mo.
- Business + Tax Advisor Membership Included for up to 2 owners
- Basic Bookkeeping in Quickbooks Online*
- Real-time standard financial dashboard reporting
- 15% Discount on Tax Prep Services**
Core Plus
All the benefits of Core Standard Plus:
$995/mo.
- Business + Tax Advisor Membership Included for up to 3 owners
- Accounts payable & multi-state sales tracking support included in bookkeeping service
- Real-time customizable financial dashboard reporting
- 20% Discount on Tax Prep Services**
Enterprise
A dedicated CPA led team that provides scaling businesses:
Contact for Price
- Business + Tax Advisor Membership Included for all owners
- Custom Bookkeeping & Accounting Support Workflow
- Real-time customized financial dashboard reporting PLUS consolidated entity reporting
- 20% Discount on Tax Prep Services**
*Quickbooks Online License billed separately. Wholesale discount provided, if available.
**Annual tax preparation services billed separately. Owner compliance add-on from the advisory membership available to add to any package tier.