COMPREHENSIVE SUPPORT FOR YOUR BUSINESS
A Team That Truly Understands And Champions Your Business's Growth.
At COREFinancial, we specialize in providing tailored accounting and financial solutions for the health and wellness industry, supporting a diverse range of professionals from sole practitioners to private and public clinics and wellness centers. As your trusted partner, we go beyond traditional accounting services; offering expert support in bookkeeping, tax preparation, fractional controller services, business advisory, and human resources—while ensuring compliance and fostering long-term financial growth.
Our comprehensive back-office solutions are designed to streamline your operations, enhance profitability, and give you the clarity and confidence to focus on what you do best: nurturing health and wellness. If your current accounting system isn’t meeting your expectations, our dedicated team is here to provide the support and strategy you need to succeed.
Rachel Dauchy
OUR CEO
Rachel Dauchy is an innovative accounting entrepreneur, e-commerce accounting specialist, and systems-driven business leader. As the CEO of COREFinancial Pros, she brings a modern, technology-forward approach to accounting, backed by her experience building and scaling NetDeposited, a firm focused on inventory-driven and digital-first businesses.
Rachel now leads the COREFinancial Pros team in supporting health & wellness entrepreneurs with streamlined financial systems, real-time visibility, and strategic insight. By combining her expertise in automation and integrations with COREFinancial’s strong foundation in the H&W space, she helps business owners move beyond bookkeeping into confident, data-driven growth!
An Advanced Certified QuickBooks Elite ProAdvisor, Rachel is passionate about simplifying financial complexity and equipping clients with the tools and clarity they need to scale sustainable, successful businesses.
Comprehensive Services Tailored for Health & Wellness Professionals
We understand that every business in the health and wellness industry has unique financial needs. That’s why we take the time to deeply understand your goals and challenges, crafting tailored cloud-based solutions designed to drive growth and simplify your processes.
Quarterly Tax Estimates
LLC Formation in your state
File S-corp with IRS
System Setup, Training & Ongoing Support
Customized Bookkeeping Solutions
Financial Statements & Reporting
Business Income Tax Returns
Payroll Processing
Cash Flow Management
Budgets & Financial Projections
Who Empowers Our Success
OUR PARTNERS
At COREFinancial, our team boasts a range of prestigious certifications and affiliations, underscoring our deep expertise and commitment to excellence. Our Pros such as CPA (Certified Public Accountant), our team also holds certifications as QuickBooks ProAdvisors, Bill.com, Advisory Board Members, and Educators
These credentials demonstrate our mastery in financial analysis, strategic planning, accounting, and risk management, ensuring that we provide top-tier advisory and planning services.
