Services and Benefits

Grow Your Business Profitably

Our services are designed to increase profitability through expert tax and financial planning, all with proactive communication and one goal in mind - GROWTH 

What is Profit First ? 

The Profit First method is a system in which business owners take a percentage from each sale as profit. The traditional profit formula deducts expenses from sales, leaving the remaining amount as profit.

The Profit First formula flips the script on how business owners typically think about accounting and budgets. Traditionally business owners deduct expenses from sales and consider the remaining amount profit.

Discover the impact CORE & the implementation of Profit First can have on your business.


Services Features Benefits
Tax Prep Checklist (free!) Items to check before filing your return - Increase tax savings and avoid audit red flags
- Free with no obligation for prospective new clients
Special Report - Core Tax Process™ (free!) Steps to avoid tax surprises - No tax surprises, ever!
- Free with no obligation for prospective new clients
Special Report - Core Growth Metric™ (free!) How to calculate the most important financial metric for growing businesses. - How fast can you afford to grow?
- Free with no obligation for prospective new clients
Core Financial Process™ - Includes Core Tax Process™
- Team of 3 professionals
- Monthly financial statements
- Sales tax filing

- Payroll
- Clear financial information to make decisions
- No surprises
Core Tax Process™ -Multiple Tax Projections throughout the year
-Multi Year Projections Available
-Predictable Tax, No Surprises
-Know Your Options
Profit First - Customized Core Financial Process™
- Profit First assessment
- Profit First roll out plan
- Quarterly coaching calls
- Increased cash flow
- Increased profitability
Core Wealth Management -IRA's, SIMPLE, SEP, 401ks
-Customized to Owner's Needs
-Integrated with Core Financial Process
-Lower Taxes
-Build Wealth Outside of Your Business


What we do and don't offer

We do NOT simply prepare your tax return. We DO work with you throughout the year to plan and manage your tax liability. Filing the tax return is the last step in the process. If you only want someone to prepare your tax return, then we are not the right solution for you.

We do NOT wait for you to call us. We DO proactively schedule regular meetings with you to find ways to lower your taxes.

We do NOT “outsource” your accounting. We DO provide you timely, accurate, and complete financial statements. Things like bill paying and deposit matching are not in our wheelhouse. We have strategic partnerships with companies if you are looking to have someone take on all of your accounting functions.

We do NOT work with THC companies. Until the federal government changes the banking rules, our Core Tax Process™ does not work with cash only businesses.

How to know if we're a good fit

You most likely will want to partner with Core in the following situations:

  • Your top focus is business growth.
  • You don't have enough time/energy to do everything you need to do.
  • You want to grow faster than you are.
  • You want to increase the bottom line, not just the top line.
  • You need help with Financial Decision Making and Strategy.
  • You want to improve your Financial Systems and Process.
  • You need help understanding Financial Data and want Insight.
  • You want to Maximize Tax Efficiency

10 CORE benefits you don't get from your typical CPA

  1. Flat-Fee Structure: No surprises. Nearly all our services are flat-fee based.
  2. 90-Day Guarantee: We want to use our knowledge, skills, and services to help small businesses grow and thrive. If you don't think we're a good fit for your business within the first 90 days of working with us, we'll give you your money back. No catches, no surprises.
  3. We Get To Know Your Business: Really, we’re not just saying that. In addition to our initial fact gathering client on-boarding process, most of our engagements include 1 on-site visit a year to your location so we can ensure you are minimizing your taxes, you are in compliance with employees and payroll, and we plan for the future based on where your business is headed.
  4. Highly Experienced: In the past 20+ years we’ve handled all types of businesses, large and small, startups to mature, buying or selling situations, simple tax returns and highly complex.
  5. Profit First: We are Profit First Master-Certified Firm. Our professionals are trained in assisting clients in implementing the Profit First system in their businesses. We love the way the Profit First system ensures that the money is there to pay the taxes when they are due. No more owing the IRS!
  6. Value Added: More than just another accounting firm, as a trusted business advisor, we seek to help clients capitalize on opportunities through better business practices.
  7. Proactive Approach: We help clients to prevent cash flow, payroll and tax problems before they happen.
  8. Communication: We use cutting-edge technology for communication and client documents for a truly mobile, always available solution so that you always have access to the answers you need with anytime, anywhere convenience.
  9. You-Focused: Our firm maintains a limited clientele of clients so we can be responsive and provide the attention you deserve.
  10. Technology Enabled: Using proprietary artificial intelligence software, we are able to more accurately predict your taxable income. This software also gives our professionals recommendations of proven tax strategies that apply to your situation. Because this is our software, it means NO ONE else can better project, plan, and lower your taxes.

Core really tailored the services to meet my needs because they know the ins and outs of my business.

Lindsey Harkness
DNA Galleries

The Core Financial Process really made sense to us, and even though things were fine at the office, we saw that there was room for improvement

Carson Fox
Clear Water Investing

The Core Group has been providing our accounting/tax services for roughly 20 years. Their employees are professional, timely and most importantly, extremely competent. They have always kept us in compliance with tax law but at the same time minimized our tax liability.

Jeff Lipscomb
Air Technologies of OKC

The folks at Core are great to work with. They are responsive, respectful and always able to answer any question you throw at them. I highly recommend them.

Chris Tower
Video Reality