Bookkeeping & Tax Services for Purpose-Driven Businesses
When God calls us to grow a business, it can be challenging to balance Biblical values with strategic financial decisions. At COR, we want to see you thrive in your relationship with God and release your business’s greater purpose for good.
Bookkeeping & Tax Services for
Purpose-Driven
Businesses
When God calls us to grow a business, it can be challenging to balance Biblical values with strategic financial decisions. At COR, we want to see you thrive in your relationship with God and release your business’s greater purpose for good.
I need help with….
Bookkeeping
This is where tax season
becomes easy. Get books you
can make clear financial
decisions from.
Concierge Controller & Bookkeeping
Staff your team, analyze your
financials, and strategize the
future of your business.
a fractional CFO
Don’t have an accounting
department yet? We can steward
the financial arm and ministry of
your business.
Services
Financial Bookkeeping
Get a great bookkeeper and begin to financially steward your business. Wake up each month to clean and reconciled books, and be ready for a smooth tax season. We’ll also provide lots of clarity and bookkeeping-related recommendations that can tighten up the financial side of your business.
This service also includes…
- Monthly easy-to-read financial reports
- Equity management & your True Profitability Statement
- Inter-company account management for serial entrepreneurs
- Sales tax filing & reconciliation, if needed
- Contractor & payroll payment tracking
- Optional add-on: Business Tax Services
*Best for clients under $1M in revenue and/or who already receive strategic business advice or coaching services from another resource*
Concierge Controller & Bookkeeping
Your business is part of your ministry. More than just prepping you for tax season, our concierge managerial accounting services help staff your team, analyze your financials, and strategically plan for your growing business.
This service also includes…
- Customized staff assignments to meet your growing business needs including controller, bookkeeper, and support to meet all of your back of the house revenue operations needs.
- We build this service according to your specific business needs and processes. A few available options would include accounts receivables management and collections, accounts payable scheduling, cash flow and budget oversight, treasury functions, mail handling, and so much more.
- Deep financial & productivity reporting and analysis
- Advanced financial modeling
- On-call Account Manager, you will be assigned a dedicated Account manager to make sure that as your business scales and grows we help you stay ahead of the pitfalls and make sure you know what is coming down the pipeline as it relates to scaling your services.
- Optional add-on: Business Tax Services
*Best for clients $1M in revenue or more and who are ready for strategic advisory insight*
Faith-First Fractional CFO Services
Where Faith and Finances Align
Our experienced Fractional CFO team offers a range of services to ensure your financial management aligns with your faith-driven goals:
- Financial Planning & Strategy: We help you develop sound financial strategies that align with your mission, ensuring sustainable growth and long-term impact.
- Budgeting & Forecasting: Our team will assist you in creating realistic budgets and financial forecasts to keep your organization on track and financially stable.
- Cash Flow Management: We offer practical solutions to optimize cash flow, ensuring that resources are available when you need them most.
- Financial Reporting & Analysis: Our CFOs will provide insightful financial reports and analysis that help you make informed decisions while staying aligned with your core values.
- Audit Preparation & Compliance: Trust us to guide you through audits and ensure your finances comply with industry regulations and ethical standards.
- Donor Management & Fundraising Support: We help you manage donations effectively and provide strategies to increase your fundraising capacity while maintaining transparency and trust.
- Optional add-on: Business Tax Services
Let us help you align your financial strategy with your faith-driven purpose.
*Best for clients who need expert management of the financial arm of their entire business*
Our Process
We’ll start where you are now – keeping faith at the center – and soon be on the way to your next level of success.
Hand over
your (messy) books
Receive clean books +
a custom growth plan
Enjoy
financial clarity
The Good News about Us
I have been a client with COR Bookkeeping for several years. I cannot recommend them highly enough. The level of service is not like you’ll find very often these days. They truly care about their clients and go out of their way to make sure they are happy and keep the lines of communication open. They have grown quite a bit in the last few years and as with most companies that do this, you’ll find that the quality of service is compromised. Not even a question with COR. It all starts at the top with a company and Brandy Garza is one of the best humans you will find, which is why she and her company are so successful and her team is so wonderful. Her knowledge and her work ethic are unmatched and I am LUCKY to be her client. There aren’t very many companies whose client can say that. I would give 10 stars if I could.
During an extremely difficult transition in my life, as I was walking into unknown territory, Brandy and her team helped me navigate through the difficulty of not only changing needed information but in preparing my taxes for the past two years. The customer service was very professional. I could count on getting a response to my questions or concerns within the business day, many times from Brandy herself. Using COR brought me much peace during what could have been chaos and was the best decision I could have made. Thank you Brandy and the entire COR team.
I couldn't be more thrilled with the bookkeeping service I received! Their attention to detail and professionalism are truly top-notch. They made the entire process seamless and stress-free, handling everything with precision and care. The team is incredibly knowledgeable and always available to answer any questions I had. Thanks to them, my financial records are in perfect order, and I have peace of mind knowing that everything is managed so efficiently. Highly recommend their services to anyone in need of expert bookkeeping!
Best bookkeeping. Best customer service. Best Business help out there on the market!
COR keeps my books straight and helps with a bunch of other little things that business owners have to deal with. They definitely make my life easier. Worth every penny that I spend with them!!
Leave a Legacy of Faith
Your business is a calling, manage it with wisdom and integrity. Book a free consultation and take the next step toward financial peace.
