Collective CPAs & Advisors

Strategic advisory, accounting & tax planning for entrepreneurs

Accounting firm in Lake Oswego, OR (show on map)

4.8

★★★★★

27 reviews

A team devoted to enabling entrepreneurial vitality through advisory, accounting, tax, and people & benefits services.

Call (503) 610-8291

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About

My Collective CPA is a team devoted to enabling entrepreneurial vitality. They offer strategic advisory, accounting, tax planning, fractional CFO, HR/employee benefits/payroll compliance, wealth management, and specialized consulting (M&A, tax credits, state & local tax).

They serve startups through complex multi-dimensional enterprises with transparent pricing, technology-enabled platforms, and a servant-leadership model focused on long-term client relationships.

Value over volume — proactive year-round tax and financial planning

Servant leadership and long-term client relationships

Transparent pricing with no hourly billing surprises

Technology-enabled platforms and paperless workflows

Fractional CFO access at a fraction of in-house cost

Curated strategic partnerships with trusted industry experts

Services

Advisory

Relationship consulting from a constant presence to help turn vision into reality with results-oriented advice and proactive insights.

Core Accounting

Technology-enabled small business accounting solutions organized in easy-to-understand monthly packages.

Tax Preparation & Planning

Small business tax experts navigating compliance in an ever-changing tax landscape with comprehensive team service and transparent pricing.

Comprehensive Team Service Paperless Workflow Client Portal Transparent Pricing

Fractional CFO

CFO-level support scaled to your needs at a fraction of the cost of hiring in-house, including projections, budgeting, and controllership.

Projections, Budgets + Controllership Capital Structuring + Fundraising Strategy Financial Information System Implementation Accommodating You + Your Budget

HR Services

Digital HR platform and easy HR management to help build and maintain a loyal team, from onboarding to workforce management.

Digital HR Platform Easy HR Management Quick Onboarding Single Source of Truth

Benefits Administration

Full-service employee education and benefit elections managed in the same environment as HR and payroll.

Managed + Unified Benefits Scaled Solutions Dedicated Experts Cloud Management

Credentials & Certifications

Licensed CPA

Reviews

Rating

4.8

★★★★★

Reviews

"Kyle and Collective CPAs + Advisors are amazing to work with!"

Frequently Asked Questions

What services does My Collective CPA offer? +

They offer advisory, full-service accounting, tax preparation and planning, fractional CFO, HR/benefits/payroll, wealth management, startup services, financial reporting, specialized consulting, and tax + financial consulting.

Who do you serve? +

Entrepreneurs and small businesses at all stages of growth, from brand new startups to complex multi-dimensional enterprises.

Do you offer fractional CFO services? +

Yes, they provide CFO-level support scaled to your needs at a fraction of the cost of hiring in-house, including projections, budgeting, controllership, and capital structuring.

What makes your approach different? +

They focus on value over volume, build meaningful year-round relationships, practice servant leadership, embrace new technologies, and deliver transparent pricing with no hourly billing surprises.

Do you handle payroll compliance for multiple states? +

Yes, they offer multi-jurisdictional payroll compliance in all state and local jurisdictions.

What tax specialties do you have? +

They specialize in real estate cost segregation studies, employer retention credits, opportunity zones, research & development credits, energy credits, and state & local tax consulting (particularly WA, OR, ID, CA & AZ).

Do you work with startups? +

Yes, they offer startup services including business formation, accounting setup, and startup consulting to help entrepreneurs launch with confidence.

What pricing model do you use? +

They offer transparent, consistent pricing with ongoing or one-time project-based models, and no hourly billing surprises or phantom additional fees.