NOT YOUR AVERAGE ACCOUNTING FIRM
Our Services
Clarity, confidence, and control over your finances start here. At COREFinancial Pros, we don’t believe in one-size-fits-all accounting—we build solutions around the way your health & wellness business actually runs. Explore our services to see how we can help you streamline operations, stay compliant, and unlock more strategic insight from your numbers as you grow!
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Our accounting team not only manages your books, but we also can fully handle your accounts payable (bills), accounts receivable (invoices), payroll, company credit cards, sales tax, and assets & liabilities. Ensure your spending is recorded, reviewed, and reconciled correctly to establish financial health for your business.
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Just because your team is smaller, does not mean you don’t have to worry about compliance. Our HR experts will handle your Payroll administration, including producing checks, handling taxes, and dealing with sick time and vacation time. Employee benefits, including health, medical, and life insurance, 401(k) plans, and cafeteria plans. HR management, including recruiting, hiring, and firing.
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Our Tax Advisors work directly with our clients to provide tax advice on tax legislation and tax obligations. Their duties include researching tax legislation, gathering client information, submitting tax returns, liaising with the Internal Revenue Service representing clients, and developing tax strategies. Our Tax Advisors also give advice related to indirect taxation and prepare reports.
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The right time to hire a fractional CFO depends on a company’s stage of growth or the financial tasks at hand. The benefits derived from hiring at the right time are many and long-lasting for a business. Our CFOs can assist your company in creating complex budget allocations & decision-making, building cash forecasts, and optimizing your internal processes. A fractional CFO is crucial during periods of restructuring.
WORKING WITH COREFINANCIAL MEANS:
Letting us take the burden of understanding your numbers and running your back office.
01. Organized Financials
A successful business starts with organized finances. Allow our experts to relieve the pressure of being behind with your filing and account information.
02. Clear Financial Statements & Reports
Gain a clear view of your financial picture so you can make educated decisions that are best for your fitness business.
03. A More Profitable Business
Get proactive tax preparation help to ensure your business has financial efficiencies today and in the future.
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Rachel and the team at COREFinancial are great to work with!! You can hear the smiles over the phone and emails. It gives me such peace of mind to know I’m in such good hands!
—Dan DeLong
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What I love most is [they] teach me what I need to know in ways I understand. My partner and I appreciate everything you’ve done and continue to do to help us scale our business! It’s honestly a dream come true.
—Natalie Newhart
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COREFinancial's greatest contribution to my business was providing structure and oversight during a period of intensive growth.
—Sam Miller
STOP CHASING YOUR ACCOUNTANT FOR ANSWERS