HOW IT WORKS
A clear path to your dedicated finance team.
From the first conversation to ongoing operations, we make the process straightforward, structured, and aligned with your business needs.
PACKAGES & ENGAGEMENTS
Choose the level of support that fits.
Every package starts with monthly bookkeeping. Collective Thinkers adds financial analysis and advisory on top.
Starter
For startups and small businesses
Clean, reliable books without building a full finance team.
ACCOUNTING & BOOKKEEPING
✓ Monthly bookkeeping and bank/credit card reconciliation
✓ Standard financial statements (P&L and Balance Sheet)
✓ Categorization and clean books, ready for tax season
✓ Direct communication with your bookkeeper
Collective Thinkers
For medium and large businesses
Bookkeeping plus a monthly executive-level review of your numbers.
ACCOUNTING & BOOKKEEPING
✓ A dedicated bookkeeper assigned exclusively to your company
FINANCIAL ANALYSIS & ADVISORY
✓ Monthly Executive Review: KPI analysis, horizontal and vertical financial statement analysis, and strategic input for decisions.
✓ Forecasting and budgeting.
✓ Internal controls design and implementation.
✓ Process improvement and custom SOPs.
Not sure which fits? We'll help you choose.
SPECIALIZED FINANCE OPERATIONS
Specialized support for individual finance cycles.
Add a full cycle to your package or take it on its own, scoped to your business.
Record-to-Report (R2R)
From transactions to financial statements
Order-to-Cash (O2C)
From invoice to cash collected
Procure-to-Pay (P2P)
From purchase order to vendor payment
Payroll Processing
From pay period to payroll forms
Record-to-Report (R2R)
OVERVIEW
Record-to-Report is the cycle that turns everyday transactions into reliable financial statements: recording activity, reconciling accounts, closing each period, and reporting the results.
SCOPE
• Transaction recording
• Account reconciliations
• Period-end close
• Financial statement preparation in accordance with U.S. GAAP
Oversight of your accounting operations and the integrity of your financial reporting.
✓ Reconciliation of missed months or years
✓ Categorization and correction of historical transactions
✓ Accurate, tax-ready financial statements
One-time engagement, quoted based on the size of the backlog
Tax & International
Tax Services
Year-round tax support connected to the books we maintain: federal, state, and multi-state filings, delivered through our U.S.-licensed tax partner.
International Tax Strategies
Cross-border tax planning for companies with international operations, coordinated through our partner network.
Transfer Pricing Compliance
Support with the rules that govern pricing between related companies across borders.
Corporate Structuring in Mexico
Expanding into Mexico or structuring an investment vehicle? We connect you with corporate, tax, and legal specialists for:
-
Foreign investment structuring and corporate finance vehicles
-
Trusts and asset protection structures
-
Family office and wealth planning
-
Corporate law, M&A, and governance
