At Core Financial, we specialize in providing tailored accounting and financial solutions for the health and wellness industry. As your trusted partner, we go beyond traditional accounting services, offering expert support in bookkeeping, tax preparation, fractional controller services, business advisory, and human resources. Our comprehensive back-office solutions are designed to meet the unique demands of your industry, helping you focus on what you do best—nurturing health and wellness.
Feel confident knowing your business's financial health is being taken care of by our professionals
Don’t stress about ensuring your employees and team are taken care of. We got your back!
Gain a dedicated partner that can support your business in decision-making, building cash forecasts, and optimizing your internal processes.
Stop the tax season nightmares when you work with our team who will ensure you are making the most out of your taxes.
Core Financial clients gain exclusive access to CoreConnect, monthly Zoom learning sessions, end-of-month group calls for financial report guidance, and the Client Portal Hub; full of invaluable financial insights, resources, and more!
Sharrin Fuller is a distinguished entrepreneur, speaker, and business strategy coach known for her expertise in scaling businesses to success. With a proven track record of growing multiple companies to the $1 million mark within their first year, Sharrin has earned a spot on the Top 100 ProAdvisors list for two consecutive years.
As the visionary leader of the CORE Financial team, Sharrin specializes in helping businesses in the health and wellness industry achieve success through organized financial management, continuous learning, and exceptional client support.
An accomplished speaker, Sharrin has been featured on numerous podcasts and at major conferences in the accounting and bookkeeping sectors. She recently launched the Scalable to Saleable business course, designed to empower entrepreneurs to build, scale, and align their businesses with their future goals.
Much like our CEO, Sam has been recognized as a Top 100 ProAdvisor for both 2023 and 2024, showcasing her expertise in accounting and business management. With over 20 years of experience owning and operating her own businesses, Sam recently joined our team as the Director of Accounting. She is also the CEO of S.A.M. Inc., a QuickBooks Online consulting firm that provides nationwide education and training to help businesses maximize the potential of their accounting systems.
Sam brings a wealth of knowledge in all facets of running a business and is deeply passionate about helping business owners leverage their financial data. She specializes in empowering entrepreneurs to understand their numbers, transforming accounting from a necessary task into a strategic tool for growth. By guiding clients to use their numbers to make informed decisions, Sam takes pride in helping businesses not only achieve their goals but thrive in the process.
At Core Financial, our team boasts a range of prestigious certifications and affiliations, underscoring our deep expertise and commitment to excellence. Our Pros such as CPA (Certified Public Accountant), our team also holds certifications as QuickBooks ProAdvisors, Bill.com, Advisory Board Members, and Educators
These credentials demonstrate our mastery in financial analysis, strategic planning, accounting, and risk management, ensuring that we provide top-tier advisory and planning services.
Click on the logos below to learn more about each certifying body and get immediate access to our affiliate links for further information and services.
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