Welcome to Collaborative Back Office Accounting Services
Helping mid-market enterprises improve processes and reduce expenses in their back office and throughout their business
Our Services
Professional accounting, finance and back office services
CFO / Controller Advisory
- M&A support, including acquisition due diligence and integration
- Exit readiness and financial strategy
- Budgeting, forecasting, and cash flow management
- KPI development and performance reporting
- Debt, insurance, and financial risk management
- Interim leadership and finance team oversight
- Ongoing advisory support for leadership teams
Finance Transformation & Process Improvement
- Workflow optimization and process redesign
- Internal controls and segregation of duties
- Financial systems and reporting improvements
- Performance metrics and monitoring frameworks
- Coordination with auditors, lenders, and external partners
Accounting & Financial Management
- Financial statement preparation and analysis
- Month-end and year-end close management
- Technical accounting guidance
- Audit preparation and coordination
- EBITDA and performance adjustments
Back Office Financial Operations
- Billing, collections and bookkeeping
- Accounts payable and expense management
- Financial reporting including cash forecasting
- Automation and best practices
- Continuous process improvement through use of AI
- Development of sustainable processes
- Virtual Executive Assistant Services
Collaborative Approach
- Big Four Alum and CPA's with decades of experience managing accounting, finance and shared services teams in private-equity owned and public small to mid-size companies across the US, Europe and Asia
- We partner with management teams to:
- develop and maintain metrics to manage the business
- create sustainable improvements
- manage processes with auditors, lenders, consultants and attorney's
- Extensive network in the Philadelphia and Central NJ markets
About Us
Collaborative Back Office provides CFO and controller-level advisory services alongside structured back-office support to help businesses strengthen financial operations and scale with confidence.
We partner with business owners, private equity-backed companies, and leadership teams to deliver accurate financial visibility, improve processes, and implement scalable systems that support growth.
Our expertise spans financial reporting, transaction support, process transformation, and day-to-day back-office operations - ensuring that both strategic and operational finance functions are aligned and efficient.
With a disciplined, detail-oriented approach, we enhance internal controls, streamline workflows, and provide the insights needed for informed decision-making. From high-level financial strategy to execution, we act as a reliable extension of your team, bringing structure, clarity, and accountability to your back office.