Everything you need to know about working with Core Advisors
Absolutely! We work with our clients virtually which means we can work with you wherever you are.
Simply that we are not onsite to do our work. We can handle everything using cloud based resources and virtual meetings.
Most businesses are used to traditional accounting: you send your documents to your accountant, they compile everything, and a few weeks later, you get your financial reports.
Our Live Accounting model is different. Instead of working in batches once a month or quarter, we handle your bookkeeping every week. That means we’re inputting your data in real time—tracking your performance as it happens.
With Live Accounting, you’re not making decisions based on outdated numbers. You’re operating with up-to-date insights into how your practice is actually doing—right now.
As often as needed. In the beginning, we’ll meet and communicate more frequently as we get to know your finances, make recommendations, and put them into action.
Once the onboarding process is complete and everything is in motion, the time required from you will decrease. From there, we’ll keep things running smoothly behind the scenes and provide regular updates to keep you informed.
The goal? To give you the confidence that everything is handled so you can focus on what you do best: practicing dentistry and enjoying life outside the office.
We use QuickBooks Online for accounting and payroll. Our financial planning software is a combination of Right Capital and Elements. All software has client access to allow for real time data review, communication, and document management.
Yes. All clients have a customized online portal where all of your information is available 24/7.
Yes. We believe that you must include all facets of your financial life to maximize effectiveness of financial strategy. Unfortunately, most only look at one piece at a time, which can lead to lost opportunity or overlooked benefit. We make sure to analyze and plan from beginning to end to make sure we provide complete advice always.
We’re highly integrated—like having a CFO for both you and your practice, without the cost of hiring one in-house.
We handle everything related to your finances, from day-to-day bookkeeping to high-level strategy. Our clients rely on us as a trusted partner who’s always in their corner, helping them save hours of time and make smarter decisions with less stress.
All of our clients have a dedicated complete team of advisors. While you will always have your lead advisor, you will also have your team comprised of your CPA, CFP®, CFA, Small Business Specialist, and Payroll Specialist.
Is it time to try a new way of handling your dentists accounting & personal wealth? Book a call with one of our team members to get started:
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