Expect More Out of Your Accountant

We’ll set up the financial systems and tax strategies you need so you can make more money and keep more of it.

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Prepared Financial Statements
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Tax Planning
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Payroll Processing
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What if your CPA could do more than just your taxes and actually help you as an entrepreneur?

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.

Testimonials

“They are knowledgeable, helpful and incredibly friendly.”
Book Discovery Call

“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 president of Video Reality
Chris Tower, President
Video Reality
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"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”

The Owner of Clear Water Investing
Carson Fox, Owner
Clear Water Investing
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"Core really tailored the services to meet my needs because they know the ins and outs of my business.”

DNA Galleries owner
Lindsey Harkness, Owner
DNA Galleries
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Unlock more profit by building strategic financial systems.
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Keep more of your money by using an improved tax strategy.
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Know the math to make better business decisions and accelerate growth.
Last year our average client grew by 10% and increased their bottom line by 13%

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.

Step 01

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.

Step 02

Implementation:
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.

Step 03

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.

Each day you tell yourself you’ll get to this “one day” you are throwing money out the window. You risk getting to a point where you want to exit or retire, but you aren’t able to. The growth of your business, and your ideal outcome for your future depend on setting this up now. 

Corey using his computerBook Discovery Call