Pricing

Working with Core Financial instead of your personal accountant offers several distinct advantages:

• We specialize in serving businesses in the health and wellness sector. This means we have a deep understanding of the unique financial challenges and opportunities specific to your industry. Unlike a general accountant, we can provide insights and strategies tailored to maximize your business’s success in this niche market.
• We offer a full suite of back-office advisory services, including bookkeeping, tax assistance, HR support, and advisory services. This means you can streamline your financial management by consolidating all your needs under one roof, saving you time and effort compared to working with multiple service providers.

With Core Financial as your partner, you gain access to their specialized financial expertise aimed at propelling your health and wellness businesses to their peak potential. We provide unwavering clarity and strategic direction, ensuring you make informed decisions that drive your business forward.

Core Financial is a full-service accounting firm, and with that comes a lot of bells and whistles for your business. When you’re a health and wellness business making at least $120,000 in annual revenue, you can best utilize our financial services and tax strategies for your return on investment.

We understand the importance of timely tax filing and strive to complete your taxes as efficiently as possible. The exact timeline for completing your taxes can vary based on factors such as the complexity of your tax situation, the volume of work we’re handling, and any additional information we may require from you.

Once we receive all the necessary documents and information from you, we’ll provide you with an estimated timeline for completion. Rest assured, we prioritize accuracy and thoroughness in our work, which may take some time to ensure your taxes are prepared accurately and in compliance with all applicable laws and regulations.

There are 3 questions to consider when determining your salary:
1. What can your company afford – base salary amount, plus employer taxes on it and any additional benefits paid on top of that,
2. What you need to receive as your net pay to maintain/pay for your cost of living,
3. What would a reasonable salary be to pay someone else to do what you are doing for your business?

This last point is key because your salary needs to pass the IRS’s ‘sniff’ test when they review what your company made in a given year. They need to see that you’ve been paid a salary that aligns with how profitable your business has been in a given year.
If this sounds too confusing – this is where the Core Financial team can help you!