Core Financial Outsourcing

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.

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.

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.

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.

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.

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!

When I found Core Financial I found not only a reliable accounting firm that keeps my accounts current and accurate but also a valuable business partner. The team is responsive, strategic and always willing to assist with high level business decisions. They now manage the taxes for the entire family as well as the company financials, quarterly planning and end of year tax planning.

Core Financial Outsourcing is a great company with extremely competent staffing. I have worked personally with Ed and Bryan for nearly two years and they are always quick to respond and answer any and all questions. I recommend Core Financial Outsourcing to anyone looking for a great tax advisor and accounting firm.

For the past 8 years I have been using Core Financial as my outsourced Accounting, Controller and Tax Firm. They are my trusted advisors. I always consult with Core before making any business decision. Numerous times I have called Ed and Solomon at night and on weekends to discuss accounting and tax matters. They always take my calls. They truly understand that running a business is 24/7. They have given me great advice and have guided me in managing and growing my business. I highly recommend Core.

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.

Core Financial are not very good at all! They assign inexperienced people to your account. They rarely meet a deadline and many times provide inaccurate results. They constantly change account reps and when I finally got an experienced person it was not much better. I would NOT recommend Core Financial for accounting, bookkeeping services to anybody.

I started using Core because I was a franchisee and the the franchisor recommended them, so in the beginning I received the typical sales pitch. I ended up choosing them only because they have worked with the franchisor before, but after a few months i just wasn't happy with the service. At that point I was just kind of stuck with them because it would have been more of a pain to switch companies and review and educated a new company.

I was on the west coast and core was on the east coast. 1)The time difference made it extremely difficult to do business. Their rep would typically call in the middle of our rush which was annoying. 2) I was charged for all the fedex packages ( even though during the sales pitch I said I wouldnt be. I even made a note that I was credited 1 fedex shiping charge per month) 3) It was basic data entry they were doing for me.

I was charged on average $500 a month plus shipping charges. so almost $600 a month for their services. 4) Since I was charged for shipping, I limited it to once a month which meant they were always a month behind and even sometimes 2 months behind on inputting my information. ( this made it painful when I had to pay quarterly sales tax) 5) My assigned person kept locking herself out of my banking and reports website. so literally I had to call every single month to unlock my online banking for her.-- that was annoying.

She even locked herself out 2 times in one week! Even thought I knew 3 months into this, that it was going to be a painful relationship. i was far too busy running a restaurant to start over so I was just kinda stuck. I did get a chance to interview other companies, and most that were near me were willing to pick up my financials without any charge and also came up cheaper. So in hindsight. I would recommend that you find a company close to you and spend the time with them upfront so you aren't "stuck" in a similar situation as myself.