Not at all! We are still dedicated to serving our existing clients in their perspective industries. Core Financial is targeting the health and wellness industries as we are aware of the financial support needed for those business owners in that industry. We are dedicated to our clients while working towards becoming financial experts in the health and wellness industry. 

Yes, we do! That’s included in our fractional team services.  If you are interested in adding that service to your agreement reach out to Sales@corefinancialpros.com.

No automatic increases will occur. Each year at renewal time, we review our agreements to ensure that you’re benefiting from the most suitable package. We engage in discussions with you and provide ample notice before any adjustments are made, confirming that nothing will be increased without your awareness. Additionally, we’re enhancing our packages to offer greater value, now focusing on the number of transactions rather than the amount of revenue or expenses.

This does not affect anything for our current clients, there is no action on your part. Just make sure you are following our social handles to follow along with our new branding journey

Your dedicated account manager will remain the same. 

Sharrin Fuller, who was once a managing partner has bought the company from Shawn and Amanda Hanquist. Sharrin is excited to be able to take the Core Financial team to new heights while providing exceptional customer service to the health and wellness industry.

We chose the name Core Financial as we feel it speaks directly to what kind of services we provide business owners in the health and wellness industry. Your financials are the Core of your business, what ensures the business’s future and present. At Core Financial we are passionate about financial organization and providing knowledge for business owners to understand their financial future.  A lot goes into the rebranding and renaming of a company and we hope you not only relate to our messaging but also find it easy to remember that working with Core Financial provides a strong core to your business. 

Part of rebranding a business is important to consider what type of imagery makes sense for the branding message. We chose to use a fist as it provided a recognizable image for the health and wellness industry as well as conveyed strength and power. Two characteristics that Core Financial wants our clients to feel when they work with us. We hope the fist icon becomes recognizable on its own in the industry, much like the Nike Swoop! 

Our services are not changing with the rebrand. We are still a dedicated accounting and advisory firm for financial support so you, the business owner, can focus on what you do best. 

Feel free to keep using it as an OG Core Financial Client. Maybe it will be worth a few thousand on eBay someday? 😉

Change is the only constant! This change is to support our brand mission and messaging to provide clarity on our business services and target audience. Embrace the change with us!

It will only impact our relationship in a super fun, fist bumping kinda way 🙂 

Certainly not! The only changes we’ve made are to our name and logo. While we’re in the process of transitioning everything to ‘Core,’ please note that Fit CFO remains the official legal name of our entity.

Nope! Continue working with us the same way you have been. 

If you are a current client you do not need to worry about re-onboarding the Core team to your QuickBooks Account. 

No, it doesn’t. This rebrand is due to the need to create a clear and targeted name for our company. We wanted to ensure our brand, company name and image directly reflected the type of business and services we provide the health and wellness industry. As a back-end financial team, we are at the core of your business success. Providing not only bookkeeping and tax returns but financial advisory on how to keep your business running successfully. 

Yes! Please continue to communicate with your dedicated account manager in the same way you are currently doing. If you ever run into issues, you can contact our customer success team who will happily provide any additional support. support@corefinancialpros.com