About Collaborative CFO
We help implement business strategies to achieve your business goals.
Welcome to Collaborative CFO, where financial empowerment meets a personal touch. Mollie and Pam, the dynamic mother-daughter duo behind our endeavor, are passionate about propelling businesses to new heights. With a hands-on approach, we currently manage the accounting systems of a diverse array of businesses, working closely with each client to foster growth and achieve their unique goals.
Collaborative CFO was born at the end of 2021 with a dual purpose — to forge a healthier balance between our work and personal lives and to realize our dream of assisting small to medium businesses. Pam is a seasoned CPA and brings over 30 years of invaluable experience in working with small businesses. Mollie is a certified bookkeeper with over 15 years in the industry.
Our client portfolio includes businesses in diverse sectors such as contractor services, professional firms, and various service industries. At Collaborative CFO, we hold collaboration and education in high regard, values that extend beyond our professional relationships to encompass our connections with family and friends. We take pride in being more than just accounting partners; we are the cheering section for our clients, celebrating their successes and guiding them through challenges.
Our mission is clear — to partner with businesses that share our values of collaboration, cultivation, and being human. By doing so, we aim to not only assist our clients in growing their businesses but also in achieving their goals. Join us on this journey, where financial expertise meets genuine human connection, and together, let’s build a future of financial success and meaningful relationships.