Strengthen your business with CORE Hey there, DIY-er! Empower your business with our services, designed to help YOU take control of your financial needs.
- Choose a plan that works best for your needs.
- Access valuable financial insights at a budget-friendly price.
- Gain financial management skills through client-exclusive resources.
- Participate in monthly learning sessions tailored to small business owners.
- Empower yourself with tools to make informed decisions.
- Build confidence in managing your business finances.
Why Better Your Business with The Pros? You like to do things yourself, and it’s time you have the trusted resources you and your business deserve!
Take What You Need
Choose the package that best fits your financial needs. No more, no less and no hidden fees.
Learn At Your Own Pace
Not able to make it to a COREconnect session? All of our sessions are recorded and stored in the Client Portal Hub, available in all packages, for you to view whenever!
Helpful Resources
Who wants to wait around for an answer when you can get it yourself?! You’ll have full access to all client-exclusive resources such as The Employee Onboarding Checklist, Social Media Content Calendar and more!
Monthly Financial Reviews
Understanding your financial statements is simple with our end-of-month reviews. Get clarity, ask questions, and gain valuable insights every month.
The Support You Deserve
Enjoy ongoing support through the Client Hub for inquiries and guidance, with prompt collaboration and responses from our team.
Tailored Solutions to Your Growing Business Take control of your finances with COREConnect, designed to support small business owners and DIYers like you! Each package is packed with unique perks to suit your needs:
Client Portal Access:
Access to a comprehensive resource library, including templates, checklists, guides, and previously recorded advisory sessions.
Monthly Core Connect Group Advisory:
Participate in our COREConnect sessions, where key topics are discussed, industry updates are shared, and peer insights are exchanged.
End-of-Month (EOM) Group Financial Review:
Join our EOM group call to review financials, gain insights, and participate in a Q&A session on financial trends, challenges, and solutions.
Client Hub Workspace:
Dedicated client workspace for real-time support and communication. Ability to submit questions, request assistance, and engage with our team directly through the Client Hub.
Ongoing Client Support:
Continuous access to support through the Client Hub for general inquiries and guidance.Collaboration and responses from our team to ensure your needs are addressed promptly.
CPA Support Access:
Access to a member of our tax team for basic tax and accounting inquiries through our Client Hub. For more advanced services, options are available at an additional cost.
Quarterly Financial Reviews:
Receive a detailed analysis of your Profit & Loss statement and Balance Sheet every calendar quarter, along with actionable recommendations for improvement.
Five Star Customer Service
“With my COREconnect membership, I’ve been able to attend the live learning sessions on topics I didn’t realize pertain to me, as well as the end of the month financial review with live Q&A! Thanks to the Pros, I’m feeling more confident in understanding my statements and where my business stands financially.”
Elena Zabala
Owner | Ez Skin Care and Day Spa
Let’s Level Up Your Financial Game! Are the COREconnect Offerings for you?
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Monthly payments - no hidden fees
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Access to a variety of resources
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The knowledge you crave
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Financial clarity for your business
Get Started Today!
