Core Financial Resources LLC

Accountant · 1510 North Main Street, Anderson, South Carolina

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About us

Are you happy with the amount of tax you pay? Probably not. When was the last time your accountant called and said, "I've got a great idea that will save you thousands?" Probably never. Would you be shocked to hear we do this routinely?

Affiliations

Financial Planning Association
National Association of Enrolled Agents

Meet the team

Core Financial Resources LLC advisors: 10 - Xero certifications: 4

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Scott Patterson

EA, CFP(R)

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Core Financial Resources LLC: Bank experience

Clients of Core Financial Resources LLC connect to a range of banks via Xero. Core Financial Resources LLC specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

American Express (US)
Bank of America (US)
Capital One (US)
Chase Bank (US)
First Citizens Bank (SC\, GA) - Bank
PayPal
Relay Financial
SouthState (US)
TD Bank
Truist (US)
United Community Bank Business Banking (US)
Wells Fargo (US)

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Core Financial Resources LLC: Industry experience

Core Financial Resources LLC works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Arts and recreation
Construction and trades
Healthcare and social services
Professional services
Real estate and hiring services
Retail
Administration and support services
Accommodation and hospitality

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Core Financial Resources LLC : App experience

Core Financial Resources LLC serves clients who use 3 different apps that connect and integrate with Xero.

Connected apps

Find us

Core Financial Resources LLC has offices in 3 locations

Anderson: 1510 North Main Street, Anderson, 29621, South Carolina; +1 8642248929

Seneca: 103 Mountain View Drive, Seneca, 29672, South Carolina; +864 8821090

Greenville: 3449 Pelham Road, Suite A, Greenville, 29615, South Carolina; +1 8646265353

New to Xero? Core Financial Resources LLC can help

Xero is beautiful online accounting software for smaller businesses. Core Financial Resources LLC can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

Partner since 2012

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.