Core Business Services

Accurate, compliant and transparent — so you can get back to the business.

A comprehensive suite covering your financial reporting requirements. The three pieces work together, and outsourcing them is what lets our clients focus on their core activities instead of the close.

Piece one01 / 03

Core Tax + Ongoing Advisory

Personalized tax planning strategies to minimize liabilities and optimize outcomes, with a team that stays current on the tax code so you don't have to.

Returns & review

  • Business returns
  • Individual returns
  • Post tax return review

Meetings

  • Mid-year business & tax meeting
  • Year-end business & tax meeting

Support

  • IRS & government responses
  • Unlimited emails & phone calls

Offered at four levels — Advanced, Standard, Essentials and Returns Only. Essentials and Returns Only are for clients who already have internal or external accounting and tax support. Which level fits, and exactly what it includes, comes out of the advisory conversation.

Piece two02 / 03

Core Accounting

Bookkeeping, financial statement preparation and financial analysis on modern accounting software — with the insight and recommendations that turn records into decisions.

The books

  • Bookkeeping, monthly or quarterly
  • Account reconciliations
  • Year-end trial balance & adjusting entries
  • Accounting / bookkeeping review

The reporting

  • Prepared financial statements
  • Annual compiled financial statements

The relationship

  • Client meetings & check-ins
  • Unlimited emails & phone calls
  • QBO subscriptions at 30% off retail

Offered at four levels — Full Service, ADJ & REC, Check In and Annual. Annual is for clients who already have internal or external accounting and tax support.

Piece three03 / 03

Core Payroll

Every aspect of payroll processing handled — or a review of the third-party provider you already use, so nothing falls between the two of you.

Running it

  • Live payroll reporting
  • Review of 3rd-party payroll provider
  • Unlimited emails & phone calls

Filings

  • Quarterly payroll tax return preparation
  • Annual tax preparation

Year-end forms

  • Preparation of W-2s & W-3s
  • Information returns (1099)

Offered at four levels — After The Fact, Shareholder, Support and Informational. Informational-only services are available for companies with no payroll; all information returns are subject to volume limitations.

Accurate, compliant, and ready to support your business

Which level fits you?

Capocore quote a tailored set of services as one fee package rather than billing by the hour, so the number is agreed before the work begins.

Keep going

The other two pieces

CORE Advisory

The upfront work that sets the strategy these services then carry through the year.

Core Business Advisory

CORE Specialized

Succession, controller support, estates, classification, BOI and the rest of the advanced work.

Core Specialized Services