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

Pocket Advisor

Advisory that includes:

$129/mo.

or $1,419/yr.

Tax Advisor

Starter Advisory PLUS:

$149/mo.

or $1,549/yr.

Business Advisor

Starter Advisory PLUS:

$249/mo.

or $2,699/yr.

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:

Payroll Services

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HR + EMPLOYEE MANAGEMENT

Fully Digital Platform Includes:

$50/mo.

+$28 per employee/month

OUTSOURCED PAYROLL*

Outsourced Payroll Offerings Includes:

$50/mo.

+$28 per employee/month

Employee Benefits

Employee Benefits Management Includes:

$10/employee

(starting at)

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.

Core Standard

Full service advisory & accounting for businesses up to $1MM in revenue.

$695/mo.

Core Plus

All the benefits of Core Standard Plus:

$995/mo.

Enterprise

A dedicated CPA led team that provides scaling businesses:

Contact for Price

*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.

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