Financial Education, Mentorship, and Services

for Independent Business Owners

The Scale Collective is not an accounting practice - it is a purpose.

Our Services

Grow with us

Signature Program - The Profit Ladder
COMING SOON!

Our signature program, The Profit Ladder, is a six-week intensive education and coaching program designed to prepare our partners on becoming the financial stewards of their lives.

Business Formation and Compliance

We empower our partners to remain competitive in the marketplace. We help analyze existing business practices and procedures, devising strategies for financial improvement.

Financial Literacy

Financial literacy empowers entrepreneurs to take responsibility for every dollar that flows through their business. Through teaching and support, we work with our partners to improve their baseline knowledge of business finance.

Integrated Financial Wellness Coaching

Financial wellness is a commitment to a better quality of life and is absolutely critical to the success of your business Our holistic financial wellness coaching helps you build a solid financial foundation, establish a financial plan based on personal and professional.

Business Strategy and Process Consulting

As experts in Logistics, Trade, and e-Commerce, we help our partners remain competitive by analyzing business practices and devising strategies for improvement. We work with our partners to identify unique areas where.

Bookkeeping

While we know that your company’s finances are important to you, we are pretty sure you didn’t start your business to be stuck entering transactions and reconciling accounts. That is where we come in.

Accounting & Back Office Support Software

Which accounting software is best for my business? What software tools can we leverage to make our processes more efficient? These are some of the more common questions that we hear from new partners.

Tax Preparation Services

It is absolutely critical to your growth to find a team who can help you navigate the complex US Tax Code to avoid any unnecessary taxes, penalties, and/or interest. It is just too easy to overlook deductions.

Why Us?

What makes our services different from other financial service providers?

To use financial terms, our mission is to be seen as an asset in our partners eyes – not just a necessary expense.

We see our client relationships as invested partnerships – where we both share the responsibilities and in the successes of a prosperous business.

Most entrepreneurs do not magically acquire financial literacy once they decide to open a business. We understand this and we feel that is our mission to educate and nurture our partners in order to give them the best chance of survival in a competitive business environment.

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FAQ's

We share the knowledge

Financial literacy is the confident understanding of concepts including saving, investing and debt that leads to an overall sense of financial well-being and self-trust.

It starts by building an understanding of your money mindset and acquiring basic knowledge about money matters.

Every year, thousands of entrepreneurs set up and establish small businesses. The real challenge facing these entrepreneurs is to subsequently gain scale. All small businesses need to grow profitably in order to succeed. The ability to scale a business in a profitable and sustainable way requires financial literacy.

Every year, thousands of entrepreneurs set up and establish small businesses. The real challenge facing these entrepreneurs is to subsequently gain scale. All small businesses need to grow profitably in order to succeed. The ability to scale a business in a profitable and sustainable way requires financial literacy.

 

Understanding the fundamentals of the financial tools that enable businesses to operate successfully helps business owners not only in formulating their overall strategy and balancing long-term investment with quarterly budgetary decisions, but also with staying on top of nitty-gritty details like customers who haven’t paid up, suppliers who have billed too much, or numbers that used to be black starting to slip into the red.

While there are numerous benefits to developing a strong financial literacy, a financially literate business owner is more likely to be fully in control of their business. Gaining an understanding of what balance sheets and profit and loss statements mean provides a clear view of the financial state of your business and subsequently facilitates smarter business decisions.

As an entrepreneur, you don’t have to run all of the financial side of things, but gaining a degree of financial acumen means that you will be able to manage some of the business’s finances, and in the process give yourself the best chance of building a business that can thrive.

Engaging with the basics of accounting can prepare you for a number of the challenges that you will inevitably encounter on your journey.

We work with clients with the proper mindset. Our mission is centered around serving any prospective partner who is serious about becoming a financial steward and who is willing to do the necessary work to get there.

To use financial terms, our mission is to be seen as an asset in our partners eyes - not just a necessary expense.

We see our client relationships as invested partnerships - where we both share the responsibilities and in the successes of a prosperous business.

Most entrepreneurs do not magically acquire financial literacy once they decide to open a business. We understand this and we feel that is our mission to educate and nurture our partners in order to give them the best chance of survival in a competitive business environment.

The Profit Ladder is a program designed to help entrepreneurs become the financial literacy and self-awareness that is needed to forge a successful business.

Over the course of eight weeks we work with our partners to:

  • Educate them on basic business financial principles and practices and reading financial statements.
  • Assist in identifying and addressing negative money mindset shifts
  • Introduce them to the Value Equation
  • Create awareness regarding the value-creating superpowers that will transform their business into a cash-generating machine
  • Help to identify cash flow leaks existing in their business.
  • Create a 2, 5, and 10 year plan for their business based on their life goals and dreams.
  • Create an expense management system designed to prioritize earning a profit and aligned with their short and long-term goals.

The program is both intensive and rigorous and is specifically designed for the entrepreneurs who want to be in control of their finances and generate more income for their business.

Yes! We offer a unique value proposition in that we mentor and educate our partners as they continue to run their business. Much of the terms, tools, processes, and products that we offer our partners are most effective when they have a prerequisite understanding of them and can differentiate between all of the options available to them. Participating in The Profit Ladder builds the necessary comradery and creates a solid foundation for a successful long-term partnership.

We offer The Profit Ladder and tax preparation as a separate service. Please contact us to learn more.

Our bookkeeping services begin once you have started our Profit Ladder program*. We will work to identify cash flow leaks, large expenditures, cash-savings and more during this time. The idea is to improve your books as you improve your financial knowledge.

We do not offer standardized pricing models. This is because we understand that every business is composed differently - as are their business objectives. A careful analysis is performed and considerations are made with each prospective client prior to providing a proposal for services.

 

* “Catch Up” Bookkeeping Services not included.

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Learn about all the content we have for you

Signature Program - The Profit Ladder

Our signature program, The Profit Ladder, is a six-week intensive education and coaching program designed to prepare our partners on becoming the financial stewards of their lives.

The program is broken down into several phases that help our partners to create an awareness regarding their relationship with money, identifying their unique superpowers, understanding the relationship between money and value creation, eliminating money leaks, defining goals for their businesses, and more! Once completed, our partners are confident enough to actively engage with their finances and they have a clearly defined intention for their business.

Business Formation and Compliance

We empower our partners to remain competitive in the marketplace. We help analyze existing business practices and procedures, devising strategies for financial improvement. We work with our partners to identify unique areas where they can maximize value-creation and build processes that align with the overarching strategies.

Financial Literacy

Financial literacy empowers entrepreneurs to take responsibility for every dollar that flows through their business. Through teaching and support, we work with our partners to improve their baseline knowledge of business finance.

Equipping our partners with this requisite knowledge provides them with a sense of control and tools for analysis-based.

Integrated Financial Wellness Coaching

Financial wellness is a commitment to a better quality of life and is absolutely critical to the success of your business Our holistic financial wellness coaching helps you build a solid financial foundation, establish a financial plan based on personal and professional goals, and maintain a healthy relationship with not only your money, but also your own ability to manage it.

Business Strategy and Process Consulting

As experts in Logistics, Trade, and e-Commerce, we help our partners remain competitive by analyzing business practices and devising strategies for improvement. We work with our partners to identify unique areas where they can maximize value-creation and build processes that align with the overarching strategies.

Bookkeeping

While we know that your company’s finances are important to you, we are pretty sure you didn’t start your business to be stuck entering transactions and reconciling accounts. That is where we come in we are your dedicated team who understands the complexities of the logistics and trade industries and can translate those transactions into an organized and up-to-date set of books that are always accessible for your viewing.

Accounting & Back Office Support Software

Which accounting software is best for my business? What  software tools can we leverage to make our processes more efficient? These are some of the more common questions that we hear from new partners.

We help clear the air by analyzing your current processes, making recommendations, and identifying the best software tools and integrations to make your business operation seamless.

Tax Preparation Services

It is absolutely critical to your growth to find a team who can help you navigate the complex US Tax Code to avoid any unnecessary taxes, penalties, and/or interest. It is just too easy to overlook deductions and credits to which you may be entitled. Our knowledgeable tax team works in synchronization with our bookkeeping team to identify potential areas of tax savings for our partners, while ensuring that the company’s returns are filed accurately and on-time.

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