About Us

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Patricia is a finance and operations professional with over 20 years of experience in multiple industries. She holds a Masters degree in Accounting from the University of Miami.  Over the years, she has provided high quality fractional accounting services and tax preparation to individuals and small businesses. Patricia goes beyond delivering services. She strives to build ongoing collaborative relationships with her clients by being available and responsive and by serving as a long-term referral resource. Patricia is originally from Carolina, Puerto Rico, and has lived and worked in Miami, FL, Durham, NC and Greensboro, NC.  Currently, Patricia lives in Haw River, NC with her husband, Jose and their two dogs, Taze and Cielo.  Learn more about Patricia's education, interests and professional experience on LinkedIn.

Lili has over 10 years of experience in office administration with a strong emphasis in accounting. She has worked in various fields from corporate dealerships to mental health clinics and with small businesses. Lilia strives to provide high quality services to our small business clients using her effective time management, general accounting, and strong organizational skills. Currently, Lilia resides in Durham, NC with her family. She enjoys supporting local restaurants and coffee shops, as well as traveling and spending time with family and  friends.

Heriberto has many years of experience as a former Banking Senior Executive with a specialty in forensic accounting.  Throughout his career, he was involved in the strategic design, development, and implementation of Financial Crimes programs and served as a liaison with regulatory agencies, law enforcement, and internal and external auditors.  His background in banking and forensic accounting brings a new perspective to the transactional work that we do for our small business clients.  Currently, Heriberto resides in Charlotte, NC with his family.  He enjoys playing golf, restoring vintage automobiles and spending time with friends and family.

Jose has a varied professional background.  He's worked in sales, logistics and child development.  His true passion though, is soccer.   He brings to Collab his attention to detail, organizational and people skills and an unrivaled team spirit.  Jose provides support in operations and administration while he continues to obtain training in bookkeeping.  Jose is from Miami, FL and now lives in Haw River, NC.  He enjoys spending time mentoring in the local hispanic community and  loves gardening and landscaping.

Mercy Walker has joined our team!  Her profile will be added here soon!