Frequently
Asked Questions
Have questions? I’ve got answers. Explore my most common client questions about my business, HR, bookkeeping, and web design services—so you know exactly what to expect when working with Core Wise Strategies.
Your Questions, Answered
At Core Wise Strategies, I know that every business has unique questions before getting started. Whether you’re exploring HR solutions, bookkeeping, financial reporting, or website design, I’m here to give you the clarity you need. My FAQ page covers some of the most common questions I receive about my services, pricing, and process, so you can move forward with confidence knowing what to expect when partnering with Core Wise.
General
What types of businesses do you work with?
I work best with small business owners and solopreneurs — typically 1 to 20 employees — who need reliable support without hiring a full-time person.
How is Core Wise Strategies different from other business support companies?
What makes me different is that I work with you, not just for you. At Core Wise Strategies, I focus on practical, personalized solutions that fit your business. From HR to bookkeeping to financial reporting. I make sure your systems are clear, organized, and work together so you can grow confidently and sustainably.
Do you work with remote or hybrid teams?
Whether your team works in person, remotely, or a mix of both, I help you create clear, simple processes that keep everyone connected, organized, and working efficiently.
Can you customize services to fit my specific needs?
I understand that no two businesses are alike. I will take the time to learn about your goals, challenges, and vision, then tailor my services to fit your specific needs. Whether you need full-scale support or help in a few key areas, I will meet you where you are and build solutions designed for your success.
Bookkeeping & Financial Services
How often do you provide financial reports?
Financial reports are typically provided monthly, but I can adjust the frequency to fit your business needs. Some clients prefer weekly updates for closer tracking, while others choose quarterly reviews for broader insights. I’ll work with you to determine the reporting schedule that best supports your goals.
Do you offer catch-up or cleanup bookkeeping for past months?
Yes! I provide catch-up and cleanup bookkeeping services to get your records current and accurate. The setup process may take some time, depending on how much needs to be reconciled, but I’ll work closely with you every step of the way to ensure everything is organized, compliant, and up to date.
What accounting software do you use or support?
I primarily use QuickBooks Online to manage and organize your financial data. The cloud-based platform allows secure, real-time access to your information, so you can review reports, track progress, and stay informed anytime, anywhere.
Can you help me understand my financial data, not just record it?
Absolutely. I don’t just send reports. I help you understand what the numbers mean. Together, we’ll review your financial data, identify trends, and assess where improvements can be made. My goal is to give you the insight and confidence to make informed decisions that support long-term growth.
What's the difference between bookkeeping and financial reporting?
Bookkeeping is the process of recording and organizing your day-to-day financial transactions, like income, expenses, and reconciliations.
Financial reporting, on the other hand, takes that data and turns it into clear insights through reports such as profit and loss statements, balance sheets, and cash flow summaries.
At Core Wise Strategies, I handle both, so you not only have accurate books but also a clear understanding of your business’s financial health.
HR Services & Employee Management
What HR services do you provide?
At Core Wise Strategies, I handle your HR needs from start to finish. From creating employee handbooks and workplace policies to developing onboarding processes and job descriptions, I can help you build structure, clarity, and a positive workplace culture. Whatever your HR needs are, I’ve got you covered.
Can you help create or update employee handbooks and policies?
Yes! At Core Wise Strategies, I believe clear handbooks and policies are essential for keeping your business running smoothly. I can create them from scratch or update your existing materials to reflect the current direction of your business, ensuring your team stays informed, aligned, and supported.
Do you assist with onboarding and offboarding employees?
Yes! I will streamline your onboarding and offboarding processes to ensure every employee enters and exits your business smoothly and efficiently. From documentation and checklists to communication and compliance, I help you create a professional, organized experience for your team.
How do you help businesses improve workplace culture and communication?
I can help you build a positive and functional workplace culture through clear processes, thoughtful policies, and open communication. By creating structure and encouraging transparency, I help your team feel supported, valued, and at ease which fosters collaboration and long-term success.
Can you write or update job descriptions for my team?
Absolutely. At Core Wise Strategies, I believe clear roles and responsibilities are key to a team’s success. Well-defined job descriptions create structure, improve communication, and help every team member understand how they contribute to the bigger picture.
How does the website design process work?
Through my partner, Clear Vision Web Design, I can bring your story and brand to life online. Together, we’ll discuss your business, your goals, and the message you want to share. From there, Clear Vision creates clean, compelling website designs that tell visitors who you are, what you do, and why it matters.
What's included in your website packages?
Clear Vision Web Design offers a range of packages tailored to your business needs. From simple two-page websites to fully customized e-commerce solutions, each package includes professional design, responsive layouts, and SEO-friendly structure—everything you need to showcase your brand and grow your online presence.
She also offers ongoing website maintenance and updates, so your site continues to perform beautifully as your business evolves.
Can you update or redesign my existing website?
Yes! I specialize in WordPress websites through our partnership with Clear Vision Web Design. WordPress offers more flexibility, security, and SEO benefits than other platforms, which is why it’s our area of expertise. If your site is on WordPress, we can update or redesign it to better reflect your brand and business goals.
Do you handle content writing and SEO?
Yes! Through my partner, Clear Vision Web Design, I offer content creation and SEO services that help your business stand out online. From compelling, keyword-rich copy to strategic SEO optimization, I create content that connects with your audience and boosts your visibility in organic search results.
How long does it take to launch a new website?
The timeline depends on the scope and complexity of your project. A simple, three-page website may take just a few weeks, while a more customized or content-rich site can take up to two months. During your consultation, Clear Vision Web Design will provide a detailed timeline based on your goals and project needs.
Pricing & Process
How is pricing determined for your service?
My pricing is customized to fit your business needs. I take into account your goals, company size, and the scope of services required to create a pricing structure that makes sense for you. After discussing your objectives, I’ll provide a detailed proposal outlining the services included and the total investment—so you know exactly what to expect.
Do you offer package options or hourly rates?
At Core Wise Strategies, I offer package options. This allows me to support your business through ongoing services with flat rate fees.
What if I'm not sure which service I need?
At Core Wise Strategies, I offer flat-rate packages and custom solutions designed to fit your business. This means you get predictable pricing and reliable support for the services you need, with no hourly surprises.
Do you require contracts or ongoing commitments?
Core Wise Strategies gives you the flexibility to work with me in the way that fits your business best. You can contract my services…
What's the first step if I want to work with you?
The first step is simple—reach out to me! I’ll schedule a consultation to learn about your business, goals, and challenges. From there, I’ll outline recommendations and create a customized proposal tailored to your needs. It’s all about understanding where you are and building the strategy to get you where you want to go.
Ready to get things off your plate?
I’m here when you’re ready — no pressure, no sales pitch. Just a real conversation about what your business needs.