The Core Finance Method

The Core Finance Method: from Latino-owned business to bankable business in the United States

We don't sell accounting. We turn your business into a bankable business — with a 6-step method.

The 6 steps

One path, six steps, one outcome.

  1. 01
    Bankability Score

    We know exactly where you stand.

    Take the free Score →
  2. 02
    Business Cleanup

    Clean, current books.

  3. 03
    Business Structure

    The right structure for your case — LLC, Corp, multi-state.

  4. 04
    Capital Ready

    90 days to become bank-approvable.

  5. 05
    Funding

    We walk you through securing the capital.

  6. 06
    Core Plan

    We grow with you, month after month.

    See the Core Plan →

Accounting creates informationinformation creates trusttrust creates creditcredit creates growth.

Kelly — CPA licensed in Texas
Kelly — CPA licensed in Texas

Bilingual firm with an office in Houston, serving businesses across the US and Latin America.

Book your Fit call