Top Financial Advisors and Investment Management Company in USA.
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832 via Palermo, San Ramon, CA, USA© 2025 Core Finance Advisor. All rights reserved.
At Core Finance Advisor, we provide more than bookkeeping. We’re a U.S.–based accounting consulting firm that helps businesses stay compliant, cut tax risk, and scale with confidence. Our certified account advisors bring global expertise in taxation and accounting services, guiding you through U.S. GAAP, IFRS, and BRGAAP with precision.
Whether you’re a startup setting up your first chart of accounts, a mid-sized company juggling payroll and VAT, or an enterprise preparing for IPO or cross-border expansion, our accounting and consulting company delivers the systems and reporting you need, done right, on time, and audit-ready.
Schedule a Free Consultation Today to see how our tailored accounting and taxation services can simplify compliance, strengthen financial controls, and keep your growth on track.
Not all accountants see beyond the numbers. At Core Finance Advisor, we combine tax compliance, financial intelligence, and international expertise to keep your business ahead. Here’s why clients choose our accounting and consulting company over traditional firms:
Now it’s your turn.
We designed our process so you always know where your numbers stand, no loose ends, no surprises. Here’s how our accounting and taxation services keep your business compliant, audit-ready, and positioned for growth:
We start by setting up your chart of accounts, accounting software integration, and policies aligned with U.S. GAAP, IFRS, or BRGAAP. From day one, your books are clean, compliant, and ready for filings.
You send us monthly financial data—sales, expenses, payroll, VAT records, and banking activity. Our secure portal ensures encrypted transfer and storage, so your financial data is safe at all times.
Our certified account advisors handle reconciliations, bookkeeping, and journal entries with accuracy. We also flag irregularities, late payments, or compliance risks before they become costly problems.
We deliver monthly financial statements, consolidated reports for multi-entity groups, and tax adjustments that align with U.S. and international standards. This ensures your numbers not only close correctly but also support smarter business and tax decisions.
From income tax filings and VAT submissions to payroll compliance and year-end statements, we handle all filings on schedule. Every report is formatted for auditors, investors, and regulators—so you’re always prepared for an audit, IPO, or due diligence.
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Our clients don’t just need bookkeeping,they need a partner who understands compliance, tax law, technology, and growth. That’s why our accounting and consulting company delivers a full suite of accounting and taxation services built for modern business:
Our accounting and taxation services are built for the realities of U.S. business in 2025. If this sounds like your situation, here’s how we help:
If you’re entering the American market from abroad, we manage U.S. GAAP reporting, IRS filings, transfer pricing, and entity consolidation so your global operations stay compliant while scaling.
If you’re launching a new venture, we set up your chart of accounts, automate payroll and sales tax compliance, and prepare investor-ready reports so you can focus on growth instead of paperwork.
If your company is outgrowing basic bookkeeping, we streamline monthly closings, cross-border compliance, and corporate tax filings so you stay audit-ready while expanding into new markets.
If you’re facing due diligence, M&A, or preparing for an IPO, we deliver consolidated financials, audit-ready statements, and SEC-compliant filings. Our team navigates disclosure rules, S-1 prep, and evolving SEC guidance so your IPO timeline isn’t delayed by compliance gaps.
If you’re protecting wealth across generations, we design tax strategies, coordinate estate planning, and ensure discreet compliance to preserve your financial legacy.
If you operate in a regulated sector, we build accounting systems that meet both government rules and industry requirements,from HIPAA-compliant healthcare reporting to nonprofit fund accounting.
If you’re moving your finance function to the cloud, we integrate modern accounting platforms, dashboards, and analytics so executives get real-time insights without manual reporting.
If you sell through Amazon, Shopify, or SaaS subscriptions, we manage multi-state sales tax, ASC 606 revenue recognition, and global payment reconciliations from Stripe, PayPal, and more.
If your employees work across multiple states or countries, our account advisors manage payroll setup, benefits compliance, and multi-jurisdiction tax filings to keep payroll accurate and compliant.
If you trade or manage digital assets, we apply IRS tax rules, prepare GAAP/IFRS reports for tokens, and navigate evolving FASB guidance on digital asset accounting. With 2025 updates redefining recognition and disclosure standards, we ensure your reporting satisfies both U.S. GAAP and international investors.
If your investors require consistent reporting, we consolidate portfolio companies, prepare audit-ready statements, and deliver financial intelligence that satisfies boards and fund managers.
If you contract with federal or state agencies, we ensure DCAA-compliant accounting, cost allocation, and reporting so contracts remain profitable and audit-proof.
If your stakeholders demand ESG reporting, we integrate sustainability metrics into your financial statements so you meet disclosure standards while maintaining profitability.
If you manage grants, donations, or endowments, our accounting and consulting company delivers fund accounting, donor compliance, and transparent reporting that protects your nonprofit status.
If you run a service-based business, we provide project-based accounting, tax optimization, and cash flow forecasting so your practice remains profitable as you scale.
If you operate a freelancer or contractor marketplace, we handle 1099 reporting, payroll tax compliance, and financial controls so your platform runs risk-free.
If you run a medical practice or clinic, we implement HIPAA-compliant accounting systems, integrate medical billing, and apply healthcare-specific tax deductions to reduce your liability.
The hidden truth? Most businesses don’t realize the damage until it’s too late. A professional accounting consulting firm prevents these traps by combining tax compliance, audit readiness, payroll accuracy, and global reporting into one system,so your growth isn’t derailed by costly accounting mistakes.
At Finance Focus, we keep our accounting consulting services transparent and tailored. No hidden fees. No surprises.
From startups to seasoned CFOs, here’s how our clients across the U.S. achieved clarity, compliance, and growth with Core Finance Advisor:
A U.S., U.K. and Singapore based SaaS enterprise with venture capital financing. The CFO had a three-member finance team that was unable to cope with investor reporting and multi-jurisdiction compliance.
Prior to its Series C raise, the company had been under investor pressure to have a dual GAAP and IFRS reporting with clean subsidiary consolidations, yet the in-house staff lacked IFRS expertise, the CPA firm could not cope with complex consolidations, and the CFO had to spend the night reconciling the transactions rather than focus on strategy and investor relations.
Core Finance Advisor hired a specialized advisor knowledgeable in GAAP and IFRS, recreated the chart of accounts to ensure consistency in entities, combined NetSuite with QuickBooks to ensure seamless consolidation, provided audit-ready workpapers with support of the Big Four, and created custom dashboards to monitor ARR, churn, and SaaS KPIs in real time to fulfill investor needs.
The company completed its $45M Series C on time with audit ready financials, reduced intercompany reconciliation by 10 to 3 days, saved the CFO 20+ hours a week to grow the business, and eliminated audit adjustments of 12 the previous year to zero under our management.
“Before Core Finance Advisor, I was constantly explaining to investors why our numbers weren’t lining up across countries. Their team not only fixed the problem, they built a system that scales. For the first time, I walked into a board meeting with financials I could stand behind 100%. That confidence was a game-changer in closing our Series C.”
– Jonathan, CFO, San Diego, CA
Top Financial Advisors and Investment Management Company in USA.
© 2025 Core Finance Advisor. All rights reserved.
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