WE HELP YOU REACH THE NEXT LEVEL

Tax Strategy.
Financial Clarity.
Real Results.

Core Business Advisors partners with business owners and CEOs to provide technology enabled CFO-level resources, insights, advice and results.

About Us

Who We Are

Core Business Advisors, PLLC is comprised of a highly skilled team of professionals with a wide range of backgrounds:

Real Estate
Energy and related services
Family Office
Restaurant
Medical Services
Transportation
Tech/SaaS
International Businesses
Non-Profit

10+

Years of Experience

50+

Strategic Engagements
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Good strategy is not about doing more — it’s about making the right decisions at the right time

— Chairman of the Board
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ESG & Compliance Advisory
ESG & Compliance Advisory

10+

Years of Experience

50+

Strategic Engagements

Core Business Advisors has diverse backgrounds in all levels of finance.

— Chairman of the Board
Two men with glasses standing behind a wooden table with a laptop and notebooks in a modern office setting.
ESG & Compliance Advisory
ESG & Compliance Advisory

Our partners collectively have more than 140 years of financial management experience. This experience includes work with all types of industries, including non-profit, family offices, technology-driven, medical services, research & development, energy and related services, manufacturing, distribution, real estate and financial services

Trusted by growing companies & professional firms

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What We do
Why Choose Core

Strategic services designed for business leaders

We deliver focused, senior-level advisory and tax services that help organizations make better decisions, reduce risk, and drive sustainable growth through best in class process and technology. Executive-level expertise delivered flexibly.

Core Business Advisors brings together professionals with diverse expertise spanning all levels of finance, enabling us to deliver comprehensive and insightful solutions to our clients.

Our partners collectively possess more than 140 years of financial management experience, gained across a wide range of industries and organizations of varying sizes. This depth and breadth of knowledge allow us to understand the unique challenges our clients face and provide tailored, strategic guidance that supports long-term growth and success.

We provide the same attentive, thorough and diligent work for each project.

Our firm provides comprehensive, proactive tax services with a primary focus on business entities. We partner closely with business owners to ensure accurate compliance, strategic planning, and year-round tax optimization.

You enjoy the higher level expertise of a full-time CFO on a part-time basis.

Growing small and mid-sized businesses face complex financial decisions and evolving challenges, but not all require a full-time Chief Financial Officer. Our fractional CFO services provide access to high-level financial expertise on a flexible, cost-effective basis. That’s where Core Business Advisors comes in—delivering strategic guidance, financial clarity, and the support you need to scale with confidence.

Fractional CMO
Executive Advisor
Fractional Leadership

Executive-level expertise delivered flexibly, without the cost or commitment

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Market positioning
Growth strategy
Strategic Consulting

Clear, structured guidance to solve complex challenges

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Board advisory
Compliance support
Advisory & Governance

Trusted counsel for high-stakes decisions, risk management

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CLIENTS
Who We Help

Capabilities

We deliver focused, senior-level advisory services that help organizations make better decisions, reduce risk, and drive sustainable growth. Executive-level expertise delivered flexibly,.

Tax Services

Our firm provides comprehensive, proactive tax services with a primary focus on business entities. We partner closely with business owners to ensure accurate compliance, strategic planning, and year-round tax optimization.

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CFO Outsource Services

Our Outsourced CFO services provide experienced, executive-level financial guidance without the cost of a full-time, in-house Chief Financial Officer.

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Accounting/Bookkeeping Services

Our firm provides a full range of non-tax accounting and bookkeeping services designed to support growing organizations year-round.

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Sage, QBO, and Bill.com

Our firm provides comprehensive implementation, optimization, and ongoing hosting support for Bill (Bill.com), QuickBooks Online (QBO), and Sage Intacct.

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Cost Segregation Studies

At Core Business Advisors PLLC, we help property owners accelerate depreciation and unlock immediate cash flow through strategic cost segregation studies.

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Compilation Services

At our firm, we provide professional compilation services designed to present your financial information clearly and accurately.

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Founders & Entrepreneurs

Strategic clarity for early-stage and growing founders.

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SMEs & Growth Companies

Structured strategy to optimize performance & scale.

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Business clarity
Strategic planning
Positioning
Advisory support
case studies
our Proven Impact

Results that speak for themselves

Case
+32% Revenue Growth
Professional Services Firm

Clarified positioning and restructured service offerings to accelerate growth.

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100+

Strategic advisory projects
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40% Operational Efficiency
B2B Growth Company

Operations • Advisory • Optimization

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Thoughtful design that moves the needle

Good strategy is not about doing more it’s about making the right decisions at the right time

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David Kim

Horizon Ventures

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Successful Market Expansion
Executive Leadership Team

Leadership • Market Strategy • Risk

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Case
+32% Revenue Growth
Professional Services Firm

Clarified positioning and restructured service offerings to accelerate growth.

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Case
40% Operational Efficiency
B2B Growth Company

As the business scaled, leadership needed clearer priorities, stronger execution, and better alignment across go-to-market functions.

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Successful Market Expansion
Executive Leadership Team

As pressures increased, the leadership team needed an independent perspective to bring focus, structure, and momentum.

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Trusted
by Industry Leaders

Featured Clients

We're proud to have worked with so many great clients and leading professionals

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Jane Roberts

@ Horizon Ventures

Their fractional CMO strategy transformed our marketing approach and boosted conversions by 35% in 3 months

15.12.2025
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Laura Chen

@ Legal Firm

Their legal advisory support helped us stay compliant while scaling our business confidently.

15.12.2025
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Mark Thompson

@ SaaS Company

The service strategy guidance we received streamlined our operations and saved significant costs

15.12.2025
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Close-up portrait of a young man with tousled dark hair looking thoughtfully to the side.
David Kim

Horizon Ventures

Working with them felt like having an in-house CMO—we saw measurable ROI in
record time

15.12.2025
queet
Close-up portrait of a young man with short dark hair and a neutral expression against a light background.
Jane Roberts

@ Horizon Ventures

Their fractional CMO strategy transformed our marketing approach and boosted conversions by 35% in 3 months

15.12.2025
queet
Headshot of a young man with black hair, glasses, and a goatee wearing a dark button-up shirt.
Laura Chen

@ Legal Firm

Their legal advisory support helped us stay compliant while scaling our business confidently.

15.12.2025
queet
Close-up portrait of a young man with short dark hair and a neutral expression against a light background.
Jane Roberts

@ Horizon Ventures

Their fractional CMO strategy transformed our marketing approach and boosted conversions by 35% in 3 months

15.12.2025
queet
Headshot of a young man with black hair, glasses, and a goatee wearing a dark button-up shirt.
Laura Chen

@ Legal Firm

Their legal advisory support helped us stay compliant while scaling our business confidently.

15.12.2025
queet
Close-up portrait of a young man with wavy dark hair and an earring, looking confidently at the camera.
Mark Thompson

@ SaaS Company

The service strategy guidance we received streamlined our operations and saved significant costs

15.12.2025
queet
Close-up portrait of a young man with tousled dark hair looking thoughtfully to the side.
David Kim

Horizon Ventures

Working with them felt like having an in-house CMO—we saw measurable ROI in
record time

15.12.2025
queet

Not Sure Where to Start?

We’re here to help you succeed!  Whether you need timely and insightful financial information or are trying to create the type of growth that increases your business' value, we have solutions. Your time investment will be approximately 15 minutes and we will respond within two business days.

founder
Founders & Entrepreneurs

Strategic clarity for early-stage and growing founders.

smes
SMEs & Growth Companies

Structured strategy to optimize performance & scale.

Blurred figure walking past two armchairs and a plant stand beneath a framed blurred artwork in a modern office lobby.
Business clarity
Strategic planning
Positioning
Advisory support