About us

The strategic finance department for growing businesses.

We started Core Finance Group because founders deserve more than a bookkeeper. They deserve a finance team that helps them decide.

The Core Finance Group team walking through downtown Houston
Our mission

Finance that helps you decide.

We help small and mid-size businesses make better decisions with reliable financials, obtain bank financing when they need it, legally optimize their taxes, improve profitability, and grow sustainably. Everything in one bilingual team.

What we believe
  • Accurate before optimized. You can't plan tax, cash or growth on numbers you don't trust.
  • Integrated, not siloed. Accounting, tax, CFO and capital in one conversation.
  • Bilingual by default. Because the American economy already is.
  • Fixed fees, no games. You'll always know what you're paying and why.
Our approach

How we work with you.

Diagnose

We start by understanding your business, your numbers today, and where you want to be in 24 months.

Build

Clean books, a tax plan, cash forecasts and the reporting cadence your team actually needs.

Partner

We stay in the seat — monthly reviews, quarterly plans, and support when you need to move fast.

Let's talk about your numbers

A 30-minute consultation to understand where you are and where you want to go. No cost, no obligation.