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Collab Web Portal

Our portal is an encrypted client file exchange platform.  Whether you're a new or an existing client, you can share electronic files containing sensitive information with us through the following site: https://collabcmaservices.securefilepro.com/portal/#/login​.  New clients should use the Guest Exchange feature. 

Resources & Helpful Sites

Small Business Financing & Grants

  • Small Business Administration - Created in 1953, the U.S. Small Business Administration (SBA) continues to help small business owners and entrepreneurs pursue the American dream. SBA is the only cabinet-level federal agency fully dedicated to small business and provides counseling, capital, and contracting expertise as the nation’s only go-to resource and voice for small businesses.

  • PayPal Working Capital - PayPal Working Capital gives businesses access to the capital they need, but it’s faster and easier than traditional loans. It is available to select businesses that already process payments through PayPal and is primarily based on a business’s PayPal account history.

  • QuickBooks Capital - QuickBooks Capital provides funding for QuickBooks small business customers. We review your business’ attributes and overall business health from the business details you enter in QuickBooks, as well as other relevant information. This lets us offer small businesses greater access to funding than many other lenders.

  • Federal Grants - The Grants.gov program provides a centralized location for grant seekers to find and apply for federal funding opportunities. Today, the Grants.gov system houses information on over 1,000 grant programs and vets grant applications for federal grant-making agencies.

  • US Economic Development Administration - EDA provides economic development financial assistance to communities so they can encourage innovation and entrepreneurship in a way that works best for them. Through its network of regionally-based staff and portfolio of flexible grant tools, EDA helps communities experiencing economic distress, take control of their future and position themselves for economic prosperity and resiliency.

Accounting Software Recommendations

  • QuickBooks - Small & mid-size business cloud based and desktop accounting software packages.

  • FreshBooks - Small & mid-size business cloud based accounting software package.

  • Xero - Small & mid-size business cloud based accounting software package.

IRS Small Business Sites

Other Helpful Resources

  • Zip-Tax - Zip-Tax.com offers a developer API and an online look-up service for sales tax data.

  • Gusto - Human resources and full-service payroll platform.

  • Disadvantaged Business Enterprise Program - The U.S. Department of Transportation's DBE (disadvantaged business enterprise) program provides a vehicle for increasing the participation by MBEs (minority business enterprises) in state and local procurement.

Contact Us

Contact us with any inquiries you may have regarding our services or to commence the client onboarding process.

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Office Address:

2200 N Commerce Pkwy

Suite 200

Weston, FL 33326

Mailing Address:

18459 Pines Blvd

Suite 337

Pembroke Pines, FL 33029

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