The Experienced Accounting Team You Can Rely On

Outsourcing For Early-Stage, Privately Held, And Publicly Held Companies

Managing a portfolio of $2.1 billion in client business

Bookkeeping and Accounting | Controller | CFO | Tax | Consulting Services

Who We Work With

What We Do

Core Financial is your outsourced business partner. When you need someone to manage your books, analyze your cash flow, prepare your taxes, or coach you through a complex business challenge, we’re the team you call.

These are a few of the primary services we offer:

Bookkeeping and Accounting
  • Customer invoice processing
  • Cash receipt processing
  • Vendor bill entry
  • Credit card activity processing
  • Check writing
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Controller/CFO
  • Accounting and finance management
  • Accounts receivable and payable management
  • Cash flow analysis
  • Fiscal review and assessment
  • Bank financing arrangement and monitoring
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Tax
  • Individual tax planning and preparation
  • Corporate tax planning and preparation
  • Sales tax compliance and preparation
  • IRS and state audit representation
  • Estate tax planning and preparation
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Consulting
  • Business valuations
  • Business coaching
  • Growth strategies
  • Business performance improvement
  • Business acquisitions
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CoreFinancial

Our Story

Core Financial was established to bridge the gap between traditional bookkeepers and business owners and we have evolved to be so much more.

When you outsource with Core, you get a cost-effective, comprehensive, and scalable solution that includes strong financial reporting and controls and team of professionals to directly answer your questions.

We focus on being your bookkeeping, accounting, tax, and consulting resource so you can focus on managing and growing your business.

CoreFinancial

Our Story

Core Financial was established to bridge the gap between traditional bookkeepers and business owners and we have evolved to be so much more.

When you outsource with Core, you get a cost-effective, comprehensive, and scalable solution that includes strong financial reporting and controls and team of professionals to directly answer your questions.

We focus on being your bookkeeping, accounting, tax, and consulting resource so you can focus on managing and growing your business.

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Trusted advisors

We are very pleased with the professional work Core Financial Outsourcing has done for our small business over the last 5 years. We have a small staff of key business managers and administrators in-house, Ed and his team are able to work well with all of us. They handle our bookkeeping, accounting and tax work and are extremely knowledgeable about general business practices, too. Outsourcing work to them has given us two resources back in abundance; knowledge and time!

For the past 8 years, I have been using Core Financial as my outsourcing Accounting, Controlled, and Tax Firm. They are my trusted advisors. i always consult with Core before making any business decision.

I am extremely pleased with Core Financial handling all of my bookkeeping, accounting and controller needs, both personal and business. If you are in need of accommodating, honest, reliable financial services, Core Financial Outsourcings team can provide you with just that. I have been a loyal customer for the past 4 years. They come to my location which makes them a part of my organization. The wisdom and guidance they provide has helped me with tax planning, bookkeeping, accounting and business support. I have peace of mind knowing I have the best team handling my affairs. Reach out for a consultation and you won't be disappointed.

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Virtual and Onsite Services

Since 1989, Core Financial has provided onsite and virtual bookkeeping, accounting, controller/CFO, tax, and consulting services to small and medium-sized businesses and nonprofit organizations. We work on site at your location or at our location based in Warrington, Pennsylvania.


Do you prefer face-to-face contact with your accounting team?

Onsite services are the ideal option—our team works side-by-side with your employees to offer a seamless solution. Any help or support you need is readily available and financial performance can be discussed in person.


Need the flexibility of virtual services?

Virtual services provide the same support as onsite services—just remotely. Get the benefits of having a dedicated team looking after your business with greater flexibility, ease, and less costs.

Stop Stressing, Start Outsourcing

The sooner you connect with Core, the sooner you’ll be able to get back to focusing on what you’re best at – running your business!