As business owners ourselves, we understand the pain and confusion that comes with finances and taxes. Because of this, over the past 20 years we’ve been helping business owners improve financial systems, lower taxes, and understand the math for accelerating their growth. We understand key financial metrics that drive each business's growth, profit and value. We will help you gain control over your finances, so you won't experience any surprises. You will be able to plan for the future you want, both personally and professionally.
“The folks at Core are great to work with. They are responsive, respectful and always able to answer any question you throw at them. I highly recommend them."
"The Core Financial Process really made sense to us, and even though things were fine at the office, we saw that there was room for improvement”
"Core really tailored the services to meet my needs because they know the ins and outs of my business.”
Setting up a new financial system can feel overwhelming. Core Group makes it easy for you, so you know exactly what is happening with your finances and how to reach the outcomes you want for your business growth and future plans.
Initial Strategy Session:
Meet with your dedicated relationship manager and discuss your business, and your financial goals both personally and for your company. Your relationship manager will also request access to your financial accounts so they can begin work on setting up your Core Financial Process™ for you.
Your Core team goes to work setting up your Core Financial Process™ based upon your situation. We pull all the data and create the necessary reports so you don't have to worry about adding any more work to your plate.
Ongoing Planning and Communication:
From this point we will provide monthly reports, ongoing consultation, and scheduled communication. In other words, we don't wait for you to call us! You will gain control over your finances and tax strategy, so you won't experience any surprises.