Congratulations on completing your Onboarding! You now have the tools and resources to successfully run your back office. The next part of your journey will be on cruise control. We will no longer have scheduled sessions but feel free to reach out to your Member Relationship Manager (MRM) at [email protected] with your questions.

What We Do

Our Partnership

How do I know my books are reliable?

Understanding your Numbers

Common Deductions, payroll, benefits


What We Do

Each month we’ll be hard at work on:

  • Putting your income and expenses in the right category so your tax deductions are properly tracked as you go. Because those deductions are really important when it comes to lowering your tax bill!

  • Comparing your bank and credit card accounts to make sure books are accurate and complete! We’ll help make sure everything lines up as it should so you know that your numbers are up to date and accurate.

  • Reviewing your financial reports with expert eyes before handing them off to you.

  • Providing your complete reports package. We’ll provide you: YTD Profit & Loss comparison, Balance Sheet, Cash Flow Statement, General Ledger, and Accounts Receivable and Accounts Payable Summary (if applicable).

  • Getting ready to close your books at the end of the year and making sure everything is buttoned up and ready for tax season.


Our Partnership

Got questions? Send us an email at [email protected]. Your member relationship manager will help with your accounting and payroll questions. If there are specific questions about your books, we will connect you with your assigned bookkeeping advisor so you can ask all the detailed questions!

Sometimes there will be transactions we’ll need your help with. You are the expert in your business, after all. We’ll reach out to you monthly if we need more clarity about your transactions. We appreciate your timely response so we can keep your books up to date. Teamwork makes the bookkeeping dream work!


How do I know my books are reliable?

Our Accounting Advisors will reconcile your books to your business bank and credit card accounts to ensure your financials are accurate and complete. We will make the best effort to assign your transactions the most appropriate categories.

Since we are not part of your day-to-day operations, we are not as familiar as you with some of the transactions. We ask that you review the general ledger showing all transactions for the entire month sent along with your financial reports. And if you have any questions, please reach out to us to align and make timely corrections, if needed.


Understanding your Numbers

We can offer you a one-on-one financial analysis of your books! We'll show you the tools and information you'll need to help make informed decisions about your business right at your fingertips. We will be looking at sample reports, customizing them as needed, and we'll show you critical numbers that you should always be aware of. Reach out to your MRM to schedule a meeting with our Accounting and Payroll Advisor.


Common Deductions, payroll, benefits?

Check out Collective Help Center

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