ONLY PAY FOR WHAT YOU ACTUALLY NEED
Services Tailored to Your Needs
Are you tired of paying for services your business doesn’t use or need? Partner with an accounting firm that can tailor your services to bring you the solutions your business needs to grow, get organized, and thrive!
Monthly Plans
starting at
$399
EMPOWERING YOUR BUSINESS WITH
Customized Financial Solutions
Through our deep-seated knowledge in the health and wellness industry, we tailor our services to meet your specific needs! By infusing advanced technology, we integrate your billing, inventory, and payment systems into one cohesive, efficient platform. This provides comprehensive reporting at your fingertips to make informed business decisions.
Initial Consultation
We will set up a time to discuss your business operations and ask probing questions to fully understand your goals and current pain points.
The COREFinancial Approach
Strategy Development
After a thorough review and discussion, we will develop a personalized action plan with clear pricing, matching our services to your specific needs.
Seamless Integration
We then implement efficient systems and workflows, set up your accounting applications, and introduce you to your dedicated COREFinancial professional.
Launch & Support
Finally, we’ll outline clear deadlines and deliverables so your business is in good standing with the CRA (plus all the support you could want)!
Frequently Asked Questions
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Working with COREFinancial 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 COREFinancial 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
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COREFinancial 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.
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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.
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There are 3 big items 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’re being 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 COREFinancial team can help you!
YOUR BUSINESS GOALS ARE OUR PRIORITY