Core Business Advisors

Core Business Advisors, PLLC was founded in 2010 and has grown to become a trusted partner for business owners, CEOs, and executives seeking comprehensive financial leadership. The firm provides technology-enabled CFO-level resources, insights, advice, and results. With over 140 years of collective financial management experience among partners, the firm delivers services across diverse industries including real estate, energy, family offices, restaurants, medical services, technology/SaaS, non-profit organizations, and professional services. Core offers fractional CFO services, providing high-level financial expertise on a flexible, cost-effective basis without the cost of a full-time executive. The firm's approach integrates technical rigor with hands-on execution, combining AI-powered analytics with human expertise. Services include comprehensive tax services for businesses, individuals, and nonprofits; outsourced CFO services with strategic financial planning and forecasting; full-range accounting and bookkeeping services; implementation and support for Bill, QuickBooks Online, and Sage Intacct; cost segregation studies; and compilation services. Known for delivering senior-led expertise, the firm serves as a trusted advisor during critical business decisions and transitions.