Core Financial Outsourcing

Business Details

37 Years

experience

Trusted Accounting and Financial Services for Business Success

Since 1989, Core Financial Outsourcing has served as a trusted partner for small and medium-sized businesses and nonprofit organizations nationwide. Our team of seasoned professionals specializes in bookkeeping, accounting, tax, and consulting services, delivering cost-effective, scalable solutions tailored to each client's unique needs. With a commitment to transparency and personalized service, we empower business owners to focus on growth while we handle financial complexities. Our expertise spans industries including construction, healthcare, technology, and retail, supported by advanced accounting technologies like NetSuite and QuickBooks. We pride ourselves on maintaining 100% U.S.-based operations, ensuring direct access to knowledgeable professionals who treat every client with respect and accountability.

Through onsite, virtual, or hybrid service models, we provide seamless financial management, from daily transactions to strategic advisory, fostering long-term client relationships built on trust and results.

Services

Bookkeeping Accounting Controller/CFO Tax Consulting Business Valuations Business Coaching Growth Strategies Sales Tax Compliance Business Acquisitions Performance Improvement

Details

Year established: 1989

Highlights and features

We offer 36 years of experience in outsourced accounting and financial services.
Our 100% U.S.-based team ensures direct access to knowledgeable professionals.
We provide scalable solutions tailored to diverse industries including healthcare and technology.
We combine advanced accounting technologies with personalized, transparent service.
We deliver seamless onsite, virtual, and hybrid service models nationwide.

What people say

Trusted advisors Extremely knowledgeable Peace of mind Reliable financial services Best team

Website

Update Listing

Services

Bookkeeping

Our bookkeeping services maintain accurate daily financial records, including transaction recording, bank reconciliations, and accounts payable/receivable management. We ensure clean, reliable data for informed business decisions while using advanced accounting software to streamline processes. Our team handles invoice processing, payroll, and tax documentation for businesses of all sizes.

Tax Consulting

We provide comprehensive tax planning and compliance services, including individual and corporate tax preparation, sales tax filings, and audit representation. Our experts develop tax-efficient strategies for estates, nonprofits, and business transactions while staying current with federal and state regulations. We help clients minimize liabilities through proactive planning and accurate reporting.

Controller/CFO

Our outsourced Controller/CFO services manage accounting operations, financial reporting, and strategic analysis. We prepare budgets, conduct cash flow analysis, and implement internal controls while supporting business growth through financial forecasting and performance metrics. Clients receive executive-level financial expertise without full-time executive costs.

Business Consulting

We offer business growth strategies, performance improvement plans, and acquisition advisory services. Our consultants analyze operations, develop succession plans, and provide valuation insights while helping clients implement data-driven decisions. We focus on measurable outcomes for long-term business sustainability and profitability.

Sales Tax Compliance

Our sales tax compliance services include registration, return preparation, and audit support across multiple jurisdictions. We ensure accurate tax calculations, timely filings, and proper documentation while helping businesses navigate complex state tax requirements. Our team minimizes compliance risks through proactive tax management.

Questions

What accounting services does Core Financial offer?

We provide bookkeeping, financial statement preparation, accounts payable/receivable management, payroll processing, and general ledger maintenance for businesses nationwide.

Do you serve specific industries?

Yes, we specialize in construction, real estate, healthcare, technology, retail, nonprofit, and professional services sectors with tailored financial solutions.

What tax services are available?

Our tax experts handle individual and corporate tax planning, estate tax, sales tax compliance, audit representation, and business entity structuring.

Can you provide onsite services?

Yes, we offer onsite, virtual, or hybrid services in Pennsylvania, Illinois, and remotely across the United States for flexibility.

How do you ensure data security?

We use industry-leading accounting software with encrypted data transmission and maintain strict confidentiality protocols for all client information.

What consulting services are available?

We offer business valuations, growth strategies, performance improvement, succession planning, and acquisition advisory services to support strategic decisions.

Reviews (5)

Write a Review

Allen Prescott

Mar 15, 2022 Report

Very smart people who did fine work. They charged considerably more than the original estimates though and my small business just could not afford them. I kept them as my bookkeeper for a year and terminated them in January. I asked them to do my taxes for the year that they had been my bookkeeper and they refused saying that when I fired them they also fired me. This attitude convinced me that I did the right thing. Too bad. They have some good people.

B. R.

Feb 18, 2019 Report

Core Financial has managed our books for several years. They are honest, prompt and accurate. I find they're staff to be professional and well qualified to handle the tasks we give them. If you are looking for a good outside accounting vendor, Core Financial should be on your list.

Anna Yost

Feb 18, 2019 Report

Best accounting firm we ever had! They truly understand Restaurant Accounting. They handle all of our bookkeeping, accounting and tax needs. Operating a restaurant, we needed a firm that responds to our questions not only during the day, but at night and on the weekends as well. They always answer our questions in a timely fashion. I would like to thank the entire Core Financial Team: Ed, Solomon and Susan for all their hard work and dedication.

Alex Keeley

Dec 17, 2018 Report

Nothing but a premium, first class service! Core Financial has been doing my taxes for the past three years. Every year they sit down with me to discuss tax planning strategies and always keep me informed about the processing of my return. I would recommend Core Financial to anyone in search of a great accounting firm.

Thomas Gleeson

Jun 06, 2018 Report

I have been using Core since 2006 for my business and personal bookkeeping, accounting and tax work. Over the years, they have always been there for me as my trusted advisers. They care about my business and family. Keeping my best interest in mind. My tax returns are always done on time and the tax team, special thanks to Solomon, was great on keeping me up-to-date on the progress of my returns.

I have worked with several employees from accountants and tax managers to the President and they always are professional. There are so many times I have questions at night and I am still surprised that they answer their cell phones in the evenings and weekends. Its invaluable to me as a business owner to have an accounting firm that works so hard to help my family business.