#CREATIVE

What kind of 

are you? 

  • Unlimited Brainstorm Sessions (Phone/Email)

  • Custom Annual Tax Strategy with Multiple Scenarios

  • Optional Multi-Year Tax Roadmap

  • Mid-Year Tax Check-In

  • Asset Value Breakdown

  • Streamlined Business Tax Prep

  • Unlimited Brainstorm Sessions (Phone/Email)

  • Custom Annual Tax Strategy with Multiple Scenarios

  • Optional Multi-Year Tax Roadmap

  • Mid-Year Tax Check-In

  • Asset Value Breakdown

  • Streamlined Business Tax Prep

  • Seamless Bank Feeds Integration

  • Monthly Account Balancing

  • Sales Insights and Reconciliation

  • Proactive Tax-Saving Reviews

  • Advanced Full-Cycle Accounting

  • Loan Balancing and Oversight

  • Fixed Asset Management

  • Vendor Compliance & 1099 Filings

  • Hassle-Free Sales Tax Management

  • Quarterly Strategy Sessions

  • Unlimited Brainstorm Sessions (Phone/Email)

  • Custom Annual Tax Strategy with Multiple Scenarios

  • Optional Multi-Year Tax Roadmap

  • Mid-Year Tax Check-In

  • Asset Value Breakdown

  • Streamlined Business Tax Prep

  • Seamless Bank Feeds Integration

  • Monthly Account Balancing

  • Sales Insights and Reconciliation

  • Proactive Tax-Saving Reviews

  • Advanced Full-Cycle Accounting

  • Loan Balancing and Oversight

  • Fixed Asset Management

  • Vendor Compliance & 1099 Filings

  • Hassle-Free Sales Tax Management

  • Quarterly Strategy Sessions

  • Deep-Dive Historical Analysis (2-5 Years)

  • Breakdown of Profit, Pay, Taxes & Costs (Profitability Check-Up)

  • Profit First Blueprint for Optimal Allocation Percentages

  • Debt-Free Growth Plan (if needed)

Contact CORE Group

At CORE Group, we're not just financial experts; we're passionate about partnering with you to turn your creative endeavors into lasting financial success. Whether you're a seasoned business owner looking for small business bookkeeping services or just starting your entrepreneurial journey and need a tax preparation service, we're here to help. We believe in the transformative power of a personalized financial strategy. Ready to explore how we can tailor our services to elevate your business? Schedule a free discovery call below, and let's start this exciting conversation together!