Small Business Accounting Services.
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.
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
Annual Tax Preparation
Annual Tax Planning
Annual Financial Statements
Quarterly Tax Updates
Includes Core Package Items
Bi-annual Tax Planning
4-6 Strategic Meetings per year
Monthly Tax Updates
Monthly Accounting & Reconciliation
Monthly Financial Statements
Includes Core Plus Package Items
Semi-monthly strategic meetings
Bill Pay
Monthly Tax Planning
Forecasting & CFO Services
Financial Dashboard
When you interview an accountant, what questions should you ask? Most of us don't know, you will.
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