Your central reference for how Collective is organized, how we work, and how we deliver for clients.
The full accountability chart, all 10 seat profiles, and the EOS structure that organizes how the team works.
Service descriptions, scope outlines, and delivery alignment across Tax, Accounting, and Leadership & Ops Consulting.
Step-by-step process guides for every core workflow — new client onboarding, tax prep, bookkeeping close, YE handoff, and more.
How Collective uses each platform — Asana, QBO, Soraban, Assembly, Keeper, and more. Our conventions, not the vendor docs.
Communication guidelines, onboarding standards, and the client experience principles that define how Collective shows up.
The most-referenced documents, templates, and guides in one place.
Click any seat to open its profile. Full org view also includes the cross-functional collaboration map.