Who We Serve

We serve a wide variety of clients throughout the country and even the world, including organizations, entrepreneurs, and individuals.

The common thread that links all of our clients to us is their desire to ensure their outer world of finances and business operation aligns with their inner vision, desires, and passions.

We are strong advocates for financial & business ease. As such, we put a focus on making sure you have all the information you want and need in easy-to-understand terms, being easily accessible, and adding in a good dose of fun and humor.

If you’re any of the following, you’ll likely be a perfect fit to work with us:

  • Small-to-medium sized business or organization

  • Entrepreneur

  • Sole-Proprietor or Independent Contractor

  • Individual with financial concerns or tax needs

  • Organization with change management or conflict resolution needs

What We Believe

We believe your time is more valuable than money.

We believe finances, corporate function, and the law doesn’t have to be confusing or complicated.

We believe that you work hard for each one of your dollars and you deserve a knowledgeable advocate to ensure you’re protecting all that you generate.

We believe money is only a vehicle to get you where you desire and sometimes you need a co-pilot.

We believe you shouldn’t have to think twice before reaching out to your accountant, corporate professional, or lawyer.

We believe that everyone has a gift and a purpose in this world and, when you let us support you with ours, you are free to realize yours.

What We Do

Collaborative Business Services specializes in financial, tax, strategic, and business services for organizations and entrepreneurial-minded individuals.

Whether you’re thinking about starting out, you’ve had a business for a while, or you’d just like to get your business or individual finances in order, we meet each of our clients where they are in their journey to simplify the complicated, support them in their next steps, and ensure they’re as successful as they want to be.

We bring extensive experience in taxes, accounting, corporate strategy & coaching, and the law to each of our clients. Our partners have a diverse background in taxation, law, business management, brand & business strategy, change management, conflict resolution, consulting & coaching, and team & leadership training.

When we combine that expertise with our clients’ individual needs and aspirations, a dynamic collaboration occurs that allows our clients to create what they want for their life and business!