Let’s Generate Your Abundance
Book Our Services
If you’re interested in working with us, please complete the inquiry form. We will then reach out to schedule a consult with you and go over next steps.
Got a Question?
If you haven’t already, make sure to read the FAQs below. If you still have questions that we haven’t answered, please get in touch with us by completing the inquiry form.
When Will You Hear From Us?
All inquiries will be answered within 3 business days, Monday - Friday.
Frequently Asked Questions
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You can reach out via the contact form on the website. Our sales team will reach out and discuss your specific needs in detail with you. From there, we provide you with a custom proposal and the onboarding process begins.
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Almost all of our services are flat fee, which means you don’t get hit with a surprise hourly bill. You can find our investment guide here.
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Once you are a client of The Accounting Collective we encourage you to ask all the questions you have. This is included in the fees and we always want to support you with whatever you need. You can email us anytime or schedule a call with your bookkeeping or tax team.
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Monday-Thursday 9-5 Pacific time. We respond to all inquiries within 72 hours.
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Log in at acctcoll.clientportal.com.
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You can upload documents to your client portal (acctcoll.clientportal.com) or to our Dropbox with this link.
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You can find them in your client portal: acctcoll.clientportal.com
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Fill out a W-9, sign it, save it for your records, and send them a copy!