CORE Business Advisors

About

Who We Are

Core Business Advisors is a team of seasoned financial professionals providing integrated accounting, tax, and advisory services to growing organizations. Since our founding in 2010, we have partnered with business owners, executives, and stakeholders to deliver the insight and leadership typically expected from a full-time Chief Financial Officer—on a flexible, fractional basis. We leverage cutting-edge technology and AI-driven tools to ensure our clients receive faster, more accurate, and more actionable financial guidance than ever before.

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Our leadership team is comprised of Certified Public Accountants (CPAs) with backgrounds in Big Four and regional public accounting firms, as well as executive leadership roles within operating companies. Several members of our team began their careers with global firms, where they developed deep technical expertise in tax, audit, and transaction advisory. This foundation, combined with hands-on experience serving as CFOs and senior finance leaders and a forward-thinking approach to financial technology, allows us to deliver advice that is both technically rigorous and grounded in real-world execution.

Your Trusted Partner

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We believe financial leadership should go beyond reporting results. Our role is to serve as a trusted partner—bringing structure to accounting and finance functions, strengthening internal controls, and translating complex financial data into actionable insights. By integrating AI-powered analytics and automation into our workflows, we eliminate inefficiencies, reduce manual error, and surface the insights that matter most. By embedding ourselves within our clients' organizations, we help leadership teams stay focused on execution and growth.

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Through our outsourced and fractional CFO model, clients gain access to experienced financial leadership without the cost and commitment of a full-time executive. We utilize the latest cloud-based accounting platforms, AI-assisted tax planning tools, and real-time financial dashboards to give our clients a clear, up-to-the-minute picture of their financial position. Whether delivering tax strategy, overseeing accounting operations, or guiding long-term financial planning, we provide integrated, technology-enabled solutions designed to scale with your organization.

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At Core Business Advisors, we are more than accountants—we are advisors, operators, and partners committed to combining the power of human expertise with the precision of modern technology to help you achieve sustainable growth and long-term success.

Team

Management

Our team brings together senior-level experience across strategy, leadership, and advisory roles. We work closely with clients as trusted partners, providing clear thinking and practical guidance at critical moments.

Curt Almen

CPA, CMA, CFM

Curt was a partner with Lisle Compton Cole & Almen and has over 14 years of public accounting experience. In addition, he spent 9 years as the CFO/Treasurer for a holding company and related entities in the oil & gas industry. Curt has also performed the CFO function for several other entities in diverse industries including not-for-profit and research and development companies.

Tom Carlson

CPA, CGMA

Tom Carlson, CPA, CGMA – Tom brings over 30 years of experience as a senior business leader in both publicly traded and privately held companies. He has helped shape and implement strategies in his roles as Managing Director, Sales and Operations Senior Vice President, Chief Financial Officer and Vice President of Finance for companies ranging in size from approximately $50 million to $1.6 billion in net sales. During the last 15 years, he has been particularly active in acquisitions and divestitures, and consulting or directing sales teams in complex customer relationships and contracts. Tom also spent 13 years in the auditing division of a Big Four public accounting firm, including 2 years in the firm’s executive office. Tom is a member of the AICPA Not-for-Profit Section.

Randy Compton

CPA

Randy has over 30 years of accounting experience including over 25 years in public accounting. He has been a business owner, CFO and was the founding partner of Lisle Compton Cole & Almen. Randy has worked extensively with public companies and in the financial services industry throughout his career and has developed a strong expertise in operations and finance that has allowed him to effectively service clients of all sizes and structure both domestic and international.

Stephanie Bailey

CPA

Stephanie Bailey, a seasoned financial leader, brings over a decade of comprehensive experience, specializing in tax consulting and CFO functions. Stephanie excels in guiding organizations through strategic growth initiatives, operational optimizations, and overseeing diverse financial portfolios. With a demonstrated track record in both for-profit and non-profit sectors, Stephanie has held key leadership roles as a CFO in various industries, as well as serving as Tax Director, leading a regional tax practice during her tenure at KPMG. Her experience spans across healthcare, education, retail, social services, and more, providing her with a deep understanding of the unique financial challenges and opportunities within each sector. Stephanie's multifaceted skill set, and strategic approach make her a valuable asset in providing tailored financial solutions to clients across diverse industries.

Jason T. Bailey

CPA

Jason is a seasoned accounting and finance executive with extensive experience leading complex accounting organizations for large public and private companies. He has managed global accounting operations across North America and Europe in multiple industries. Jason has deep expertise in technical accounting, internal controls, and large-scale finance transformations, including ERP implementations. He has worked closely with executive leadership, audit committees, regulators, and external auditors to ensure accurate financial reporting and strong governance. Known for driving efficiency and operational excellence, Jason consistently delivers improvements in close timelines, control environments, and organizational effectiveness.

FAQS

Answers to common questions

Clarity around our process and approach

1. What type of organizations do you work with?

We work with founders, leadership teams, professional services firms, and growing organizations that value strategic clarity and senior-level guidance.

2. What payment methods do you accept?

Engagements are structured to be flexible, transparent, and outcome-driven. We typically begin with a discovery phase to understand your goals, scope, and timelines. Based on this, we propose a clear engagement model—such as project-based, retainer

3. Do you offer fractional or interim leadership?

Yes, we offer fractional and interim leadership support. This allows you to access experienced senior talent—such as strategy, sustainability, or operational leadership—on a part-time or temporary basis. Our leaders integrate seamlessly with your team, provide strategic direction, and drive execution without the long-term commitment of a full-time hire, making it a flexible and cost-effective solution for periods of transition or growth.

4. What services do you offer?

We offer end-to-end services designed to support strategy, sustainability, and operational excellence. Our core offerings include sustainability strategy and roadmap development, ESG compliance and reporting, climate risk and impact assessment, green operations optimization, and advisory support including fractional or interim leadership. Each service is tailored to your organization’s goals, helping you drive measurable impact, manage risk, and achieve long-term, responsible growth.

5. What does your process look like?

6. How long does a typical engagement last?

The length of an engagement depends on your goals and scope. Short-term projects—such as assessments, audits, or roadmap development—typically last 4–8 weeks. More complex initiatives, including implementation support or fractional leadership, often run for 3–12 months. We structure every engagement to deliver clear outcomes while remaining flexible as your priorities evolve.