Core Financial Resources
Core Financial Resources

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Xero
Cadence HCM
Elements
July Services
Bill AR / AP
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We help entrepreneurs create wealth, protect it, and grow it.

Your business should work for you, not the other way around.

Take control of your money.

We give you the tools to:

Increase Profitability

Make more money, work less, or maximize the business value.

Enjoy Your Work

Do the work you love, we'll help with the rest. If you wanted to do accounting you'd work for us.

Spend Time With Family

You shouldn't have to miss the ball game or school play.

Pay Less Tax

Don't let taxes steal what you've worked hard for.

Accounting for Small Businesses and Their Owners

Core Financial has the expertise and capacity to support your business, no matter what the goals for your business may be.

Our integrated services model makes us a one-stop-shop for all of your accounting and financial needs.

Every client is unique, and not every client needs the full suite of services that we offer, so our model is flexible. You can select the package of services that is right for you and grow with us as you're ready.

Tax Preparation & Planning
Individual and Business tax preparation. Full-scale tax planning to reduce your tax liability, ensure compliance and proactively recommend tax-saving strategies to maximize your after-tax income.
Accounting
Accurate, comprehensive monthly financial statements that provide you with a complete and up-to-date financial picture of your business so that you can make great decisions.
Payroll
Simple, paperless payroll system. With the best technology and processes available, we will take you beyond just payroll to full human capital management.
Forecasting & Strategic Planning
Regular meetings provide you with valuable insights into your financials, guide you through the difficult business decisions that come with growing, and help you measure your goals and key performance metrics to keep you on track to where you want to go.
Bookkeeping & Bill Pay
Our remote bookkeeping system that allows us to become your outsourced accounting department, providing you the freedom to run your business while we take care of your accounting.

“Before working with Core Financial Resources, I was not able to keep up with the accounting demands on a day to day basis. I felt incompetent, inefficient and lost.

After working with their team, I realized they are caring, knowledgeable and very efficient. They took the time to analyze my situation, solve the problems and explain an efficient plan.

Core Financial took the time to implement every phase. And they got it done. I was only hoping to get my accounting in order... but now I have significantly less work to do! Thanks to the Core Financial team, things are running efficiently with added software and automation.

I now have time to work on my business and do the things that I love doing , knowing that the accounting is in good hands and running smoothly.”

Sophie Woorons
CEO, Brookstone Tennis

It only takes 10 minutes to see if we’re a good fit.

In just ten minutes you can see if it makes sense for us to work together. No pressure, no sales tactics. Tell us about what’s working and not working for you. If we can help, we’ll schedule another time to go deeper with you.

Schedule "Good Fit" Call
Are You Drowning In Accounting?

At Core Financial Resources, we know you want to confidently grow your business. In order to do that you need more mental bandwidth and improved work-life balance so you can focus on business growth. This means:

  • No more feeling stuck, frustrated, and overwhelmed.
  • No more late night accounting in your pajamas after an exhausting day.
  • No more surprising tax bills at the end of the year.
  • No more wondering if you're wasting money on taxes.

The problem is that most accountants are boring historians doing nothing more than recording history. They do what you ask and respond to your inquiries, but never give ideas, suggestions, or proactive guidance. You deserve a partner who is vested in your success and proactively guides you in your journey to entrepreneurial success.

We believe that you hire an accountant not just to fill out confusing government forms, give you payment vouchers, and respond to IRS letters. You want someone who can proactively show you the best ways to increase your profitability and keep more of what you make. You want a partner to work with you, not simply a vendor pushing paper.

Consistent & budgetable pricing.

Never worry about a large invoice surprise or an invoice for a phone call.

Plans

No Surprises

Basic accounting and tax filing

500+

/ month

Included Components

  • Initial Strategy Sessions (Limited)
  • Basic Accounting
  • Tax Preparation
  • Integrated Tax Planning
  • Meeting Frequency: 2 times per year

Grow My Business

Outsourced accounting

1000+

/ month

Included Components

  • Initial Strategy Sessions
  • Robust Accounting
  • Tax Preparation + Audit Watch
  • Ongoing Tax Planning
  • Enhanced Reporting
  • Meeting Frequency: 4 times per year

What got me here won't get me there.

Outsourced Accouting + Fractional CFO

2500+

/ month

Included Components

  • Everything in Grow My Business +
  • Cash flow management
  • KPIs / OKRs
  • Forecasting / Budgeting

Package Components

No Surprises

Basic accounting and tax filing

Initial Strategy Sessions

Optimize business structure
Yes
Lower audit risk
Yes
Assess 60+ tax strategies
Yes
Assess tax compliance
Yes
Review previously filed tax returns
Yes
Review recordkeeping strategy
Yes
Accounting procedure review
Limited

Accounting and Bookkeeping

Provide and maintain chart of accounts
Yes
Custom chart of accounts
No
Monthly bookkeeping and reconciling
Yes
Discount for using Cadence HCM payroll
Yes
Monthly bookkeeping and reconciling
Yes
Monthly financial statements
Yes
Analysis and insight of financial statements
No
Enhanced visual reports and metrics
No
Industry benchmarks
No
End-of-year accounting
Yes
End-of-year financial statements
Yes
Job costing / multiple lines of business
No
Accrual accounting
No
1099 filing
No
Annual business license
No
Reports ready for loan package
No
Loan package ready to submit
No
Bill pay service
No

Tax Preparation

Business tax return
Yes
Business personal property return
Yes
BBusiness estimated tax
Yes
Sales and other monthly tax filings
Starts at $75
IRS audit watch
No
Audit representation
No

Ongoing Tax Planning

Bi-annual tax planning
Yes
Tax law change notifications
Yes

Technology

Xero subscription
Cashbook
Bill.com subscription
No

Fractional CFO

Cash flow analysis
No
Cash flow management
No
KPIs / OKRs
No
Forecasting
No
Budgeting
No
Financing & loan management
No
Investor inquiry packages
No
Sale of business due diligence
No

Other Perks

Notary service
Yes
No surprises pledge
Yes
Integrated financial planning
No

Grow My Business

Outsourced accouting

Initial Strategy Sessions

Optimize business structure
Yes
Lower audit risk
Yes
Assess 60+ tax strategies
Yes
Assess tax compliance
Yes
Review previously filed returns
Yes
Review recordkeeping strategy
Yes
Accounting procedure review
Basic

Accounting and Bookkeeping

Provide and maintain chart of accounts
Yes
Custom chart of accounts
Yes
Monthly bookkeeping and reconciling
Yes
Discount for using Cadence HCM payroll
Yes
Monthly bookkeeping and reconciling
Yes
Monthly financial statements
Yes
Analysis and insight of financial statements
Yes
Enhanced visual reports and metrics
Yes
Industry benchmarks
No
End-of-year accounting
Yes
End-of-year financial statements
Yes
Job costing / multiple lines of business
Yes
Accrual accounting
Yes
1099 filing
Up to 10
Annual business license
Yes
Reports ready for loan package
Yes
Loan package ready to submit
No
Bill pay service
Starting at $300 / month

Tax Preparation

Business tax return
Yes
Business personal property return
Yes
Business estimated tax
Yes
Sales and other monthly tax filings
Yes
IRS audit watch
Yes
Audit representation
Up to 3 hours

Ongoing Tax Planning

Bi-annual tax planning
Yes
Tax law change notifications
Yes

Technology

Xero subscription
Growing
Bill.com subscription
Yes

Fractional CFO

Cash flow analysis
Yes
Cash flow management
No
KPIs / OKRs
No
Forecasting
No
Budgeting
No
Financing & loan management
No
Investor inquiry packages
No
Sale of business due diligence
No

Other Perks

Notary Service
Yes
No Surprises Pledge
Yes
Integrated Financial Planning
Yes

What got you here won't get you there

Outsourced accounting with fractional CFO

Initial Strategy Sessions

Optimize business structure
Yes
Lower audit risk
Yes
Assess 60+ tax strategies
Yes
Assess tax compliance
Yes
Review recordkeeping strategy
Yes
Accounting procedure review
Comprehensive

Accounting and Bookkeeping

Provide and maintain chart of accounts
Yes
Custom chart of accounts
Yes
Monthly bookkeeping and reconciling
Yes
Discount for using Cadence HCM payroll
Yes
Monthly bookkeeping and reconciling
Yes
Monthly financial statements
Yes
Analysis and insight of financial statements
Yes
Enhanced visual reports and metrics
Yes
Industry benchmarks
Yes
End-of-year accounting
Yes
End-of-year financial statements
Yes
Job costing / multiple lines of business
Yes
Accrual accounting
Yes
1099 filing
Yes
Annual business license
Yes
Reports ready for loan package
Yes
Loan package ready to submit
Yes
Bill pay service
Yes

Ongoing Tax Planning

Bi-annual tax planning
Yes
Tax law change notifications
Yes

Technology

Xero subscription
Cashbook
Bill.com subscription
No

Fractional CFO

Cash flow analysis
Yes
Cash flow management
Yes
KPIs / OKRs
Yes
Forecasting
Yes
Budgeting
Yes
Financing & loan management
Available
Investor inquiry packages
Available
Sale of business due diligence
Available

Other Perks

Notary service
Yes
No surprises pledge
Yes
Integrated financial planning
Yes

No need to come to the office. Access your finances whenever you want.

Workcation
Tuple
Tuple

Insights from our Blog

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Many small business owners think the home office is more trouble than it's worth. While that's easy to understand, don't overlook the one HUGE benefit you may be overlooking.

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2 min read

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To LLC or not? That is the question

Would forming an LLC help me pay less in tax? The question is more complicated than a Google search would have you believe. Deciding to form an LLC is both a legal question and a taxation question.

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Scott Patterson

5 min read
Core Financial Resources
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Anderson
1510 N Main St
Anderson, SC 29621
(864) 224-8929
Greenville
3449 Pelham Rd. Suite A
Greenville, SC 29615
(864) 626-5353
Seneca
103 Mountain View Dr
Seneca, SC 29672
(864) 882-1090

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