How We Work

Playbooks & SOPs

Step-by-step process guides for every core workflow at Collective.

Home › Playbooks
Operations
New Client Onboarding
3-stage onboarding workflow — intake through launch and quality-check sign off
Tax Services
Tax Prep — Business & Individual
End-to-end tax return preparation — intake through e-file
Accounting Services
Monthly Bookkeeping Close
Full S0–S4 close process for all assigned clients
Accounting Services
YE Close & Tax Handoff
Year-end books close and books-to-tax handoff SOP
Tax Services
Tax Estimates & Projections
Baseline estimation process and client communication steps
Leadership & Ops Consulting
Grove & Grain Practice Guide
Service design and delivery overview for all three G&G offerings
Leadership & Ops Consulting
Fractional CFO Services
Service overview, delivery structure, and engagement types — full SOP coming