core service offerings

Let’s #GROWPROFITABLY

Our services are designed to increase profitability through expert tax and financial planning, all with proactive communication and one goal in mind… GROWTH

Our Service Offerings

  • Core Tax Process™

    Tax Planning and Preparation for Businesses and Individuals

  • Core Financial Process™

    Accounting and Bookkeeping for Your Business

  • CFP Lite™

    Scaled Down Version of the Core Financial Process™ for solopreneurs and startups

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How to know if we're a good fit

You most likely will want to partner with CORE if you check off the following situations:

(Literally, go ahead and check them off!)

  • Your top focus as the creative is business growth.

  • You don't have enough time/energy/want to do everything you need to do.

  • You just don’t understand how to make your financials work for your creative business.

  • You want to increase the bottom line, not just the top line.

  • You need help with Financial Decision Making and Strategy.

  • You want to improve your Financial Systems and Process.

  • You need help understanding Financial Data and want Insight for your creative business.

  • You want to Maximize Tax Efficiency

10 CORE benefits you don't get from your typical CPA

  1. Flat-Fee Structure: No surprises. Nearly all our services are flat-fee based.

  2. 90-Day Guarantee: We want to use our knowledge, skills, and services to help small businesses grow and thrive. If you don't think we're a good fit for your business within the first 90 days of working with us, we'll give you your money back. No catches, no surprises.

  3. We Get To Know Your Business: Really, we’re not just saying that. In addition to our initial fact gathering client on-boarding process, most of our engagements include 1 on-site visit a year to your location so we can ensure you are minimizing your taxes, you are in compliance with employees and payroll, and we plan for the future based on where your business is headed.

  4. Highly Experienced: In the past 20+ years we’ve handled all types of businesses, large and small, startups to mature, buying or selling situations, simple tax returns and highly complex.

  5. Profit First: We are Profit First Master-Certified Firm. Our professionals are trained in assisting clients in implementing the Profit First system in their businesses. We love the way the Profit First system ensures that the money is there to pay the taxes when they are due. No more owing the IRS!

  6. Value Added: More than just another accounting firm, as a trusted business advisor, we seek to help clients capitalize on opportunities through better business practices.

  7. Proactive Approach: We help clients to prevent cash flow, payroll and tax problems before they happen.

  8. Communication: We use cutting-edge technology for communication and client documents for a truly mobile, always available solution so that you always have access to the answers you need with anytime, anywhere convenience.

  9. You-Focused: Our firm maintains a limited clientele of clients so we can be responsive and provide the attention you deserve.

  10. Technology Enabled: Using proprietary artificial intelligence software, we are able to more accurately predict your taxable income. This software also gives our professionals recommendations of proven tax strategies that apply to your situation. Because this is our software, it means NO ONE else can better project, plan, and lower your taxes.