CORE Services

CORE CFO Consulting & Bookkeeping Services provides business and financial consulting, bookkeeping services, and software planning and implementation solutions that are customized to meet your specific business needs.

Consulting Services:

Many companies do not have the budget or need for a full-time CFO.  However, there remains the need for strong financial leadership, which CORE can provide on a limited, contractual basis as needed. We tailor our CFO consulting services to partner with your company’s leaders, providing deeper understanding of the financial information and delivering the necessary financial expertise to achieve profitable growth and long-term success.

CORE’s strategic leadership will identify, implement, and manage the processes and metrics that will result in best practices, increased efficiencies, and greater productivity, which will drive financial strategies to increase profits and build net worth.

Bookkeeping Services:

With CORE, you can choose from one of several comprehensive, all-inclusive bookkeeping packages, or customize your own menu from our individual selected services.

The individual selected services we offer include:

  • Accounts Payable and Bill Paying
  • Accounts Receivable and Collections
  • Cash Flow Management
  • General Ledger Accounting and Review
  • Account Reconciliations
  • Fixed Asset Management
  • Financial Statement Preparation
  • Monthly, Quarterly, and Year-End Closings
  • Budgeting, Forecasting, and Projections
  • Financial Modeling
  • Pre-Audit Services – preparation of financial statements in accordance with Generally Accepted Accounting principles (GAAP).

Software Solutions:

CORE will analyze your company’s bookkeeping needs to determine which software solution is best to ensure that your business has the complete, accurate, and up-to-date financial information needed to make the best possible decisions, and will facilitate best accounting practices and implementation of internal controls.  CORE will provide support throughout the planning, selection, implementation, and configuration of the software accounting software that is most suitable for your business.  Programs commonly used include, but are not limited to QuickBooks (Pro, Premier, Online), Microsoft Dynamics, Sage, NetSuite.  Industry-specific software programs can be accommodated.