COREconnect Quarterly

The ultimate COREconnect experience, this package includes all the services of COREconnect Classic and Plus, as well as quarterly financial reviews. Get a deep dive into your Profit & Loss statement and Balance Sheet each calendar quarter. These detailed analyses are accompanied by actionable recommendations designed to optimize your business’s financial performance. Join in on EOM group financial review calls to discuss trends, address challenges, and participate in live Q&A sessions. You will also receive ongoing client support and a dedicated Client Hub workspace for real-time assistance and collaboration with the CORE Financial team. This package is perfect for businesses seeking hands-on, ongoing guidance to achieve and maintain financial excellence.

$149.00 / month