Org · Seat Directory

All Seats

Every seat in the Collective accountability map — click any seat to view its full profile. Current total headcount is 10 across the 10 numbered seats — Seat 1 (Advisor) and Seat 7 (Tax Specialist) are at 2 heads; Seats 9 (Sales) and 10 (Internal Operations Coordinator) are currently open.

Leadership

Leadership · Visionary

Visionary Defined

Dave · Sets direction, vision, strategy, brand · 1 head

Leadership · Integrator

Integrator Defined

Kyle · Owns P&L, execution, firm-wide accountability · 1 head

Vision & Vision Support

Vision · Seat 1

Client Business Advisor / Coach Defined

Client relationships, advisory, coaching, secondary QC · 2 heads

Vision Support · Seat 2

Advisory Coordinator Defined

Advisor's operational extension · Tier 1 POC · onboarding · 1 head

System & Execution — Supervisors Collaborative peers

Supervisor · Seat 3 · Accounting

Accounting Supervisor Defined

Primary review, complex close, daily mentorship · 1 head

Supervisor · Seat 4 · Tax

Tax Supervisor Defined

Primary review, complex returns, technical mentorship · 1 head

Supervisor · Seat 5 · All disciplines

Technology Orchestrator Defined

FinOps tech, AI enablement, cross-line projects · 1 head

System & Execution — Specialists & Coordinator

Specialist · Seat 6 · Accounting

Bookkeeping Specialist Defined

Monthly close, YE pre-close, workpaper links · 1 head

Specialist · Seat 7 · Tax

Tax Specialist Defined

Return prep, AJEs, estimates, books-to-tax · 2 heads

Coordinator · Seat 8 · All tiers

Client Service Administrator Defined

Intake, assembly, Tier 2–4 POC, production triage · 1 head

Sales & Finance / Admin

Sales / Marketing · Seat 9

Sales & Business Development Lead Open Seat

Lead gen, pipeline, brand, conversion · Open seat

Finance / Admin · Seat 10

Internal Operations Coordinator Open Seat

AP, payroll, HR, billing, compliance · Open seat

Accountability Chart

Full org structure as a single visual

Client Services Guide

How seats map to client-facing service lines