Small Business Accounting Services.

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.

We understand that every business is different

So, we created different levels to best serve our valued customers. Your time is valuable and we want to alleviate your tax and accounting pain, so you can do what you do best… Grow your company!

Ways We Serve You

Core

Starting at

$ 125 /month
  • Annual Tax Preparation

  • Annual Tax Planning

  • Annual Financial Statements

  • Quarterly Tax Updates

Most popular

Core Plus

Starting at

$ 490 /month
  • Includes Core Package Items

  • Bi-annual Tax Planning

  • 4-6 Strategic Meetings per year

  • Monthly Tax Updates

  • Monthly Accounting & Reconciliation

  • Monthly Financial Statements

Core Premium

Starting at

$ 1,450 /month
  • Includes Core Plus Package Items

  • Semi-monthly strategic meetings

  • Bill Pay

  • Monthly Tax Planning

  • Forecasting & CFO Services

  • Financial Dashboard

A Simple GPS to More Profit. Less Tax.
Goals
We seek to understand your business and goals. This includes reviewing old tax returns, identifying loopholes you should be taking advantage of, assessing audit risk, increasing efficiency, and identifying mistakes or missed opportunities.
Process
Focus on the things you do best. We will coordinate accounting tasks that bog you down and free you to grow your business.
Success
Together we will create a route to success and turn numbers into action.

9 Questions you should ask your accountant

When you interview an accountant, what questions should you ask? Most of us don't know, you will.

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