CPA Collective

At CPA Collective, we understand that every business is unique, with its own set of challenges and goals. As a team of experienced professionals, we are dedicated to providing personalized accounting and financial services that help our clients achieve their objectives. Our mission is to deliver exceptional service, expertise, and value to every client we work with.

Our Story

Our story began with a simple yet profound idea: to empower businesses to thrive by providing exceptional accounting and financial services. We believe that every business, regardless of its size or industry, deserves to have a partner that understands its unique needs and goals. Our team of experts has years of experience in the industry, and we are committed to delivering personalized service, expert advice, and innovative solutions to our clients.

Our Services

At CPA Collective, we offer a wide range of services designed to meet the unique needs of our clients. Whether you're a startup looking to establish a strong financial foundation or a established business seeking to optimize your financial performance, we have a service package tailored to your needs. Our services include:

• Tax Prep & Planning: We help individuals and businesses prepare and plan for their taxes. Our expert team of tax professionals will ensure that you take advantage of all the deductions and credits you're entitled to.
• Accounting & Bookkeeping: We provide comprehensive accounting and bookkeeping services, including financial statement preparation, financial analysis, and budgeting.
• New Business Owner Coaching: We offer personalized coaching and guidance for new business owners, helping them navigate the challenges of starting a new venture.
• Virtual CFO: Our Virtual CFO service provides ongoing financial guidance and support, helping you make informed business decisions and achieve your goals.

Meet Our Team

At CPA Collective, we are proud of our talented and dedicated team of professionals. Each member of our team has expertise in their respective areas and a passion for delivering exceptional service to our clients. From tax planning and accounting to bookkeeping and coaching, our team is committed to helping our clients achieve their goals.

What We Value

At CPA Collective, we value:

• Communication: We believe in open and clear communication with our clients, keeping them informed and involved throughout the entire process.
• Knowledge: We stay up-to-date on the latest regulatory changes and innovative ideas, ensuring that our clients receive the best possible service.
• Individuality: We understand that every business is unique, and our approach reflects that. We tailor our services to meet the specific needs of each client.
• Community: We believe in giving back to the community and supporting the inspiring work of visionary entrepreneurs.
• FUN: We believe that accounting should be fun! We strive to make our services enjoyable and engaging for our clients.

Monthly Fee Arrangements

At CPA Collective, we offer monthly fee arrangements to help you streamline your accounting costs. Our fee packages include:

• Tax Services: Starting at $79/month, our tax services include annual tax preparation, automated deadline reminders, and federal and state income tax returns.
• Accounting Services: Starting at $899/month, our accounting services include financial statement preparation, financial analysis, and budgeting.
• Controller Services: Starting at $4,500/month, our controller services include monthly financial reviews, KPI analysis, and cash flow management.
• Virtual CFO Services: Starting at $7,500/month, our virtual CFO services include financial forecasting, cash flow management, and bank relationships.

Additional Services

We also offer additional services, including entity compliance, entity formation, and tax planning.