We provide reliable back-office support for small to mid-sized businesses, including virtual assistant services, bookkeeping and advisory, payroll management, and training/systems support—so you can stay focused on running and growing your business.

Yes. We work remotely and can support businesses across the U.S.

Yes—CorePoint works with clients globally for Virtual Assistant and Training & Systems services.

For bookkeeping and payroll, we currently support U.S.-based businesses only.

We’re a great fit for small to mid-sized businesses that want consistent, professional support and have the budget for ongoing monthly services.

Yes—we offer both.

Most clients work with us on a monthly plan for consistent results. We also take on one-time projects, like a bookkeeping cleanup or a systems/workflow build-out, when it’s the right fit.

Start with a quick intake so we can understand your goals, current setup, and volume/complexity. Then we’ll recommend the best package and confirm your exact monthly rate.

We use a packages-per-service model with “starting at” monthly rates. Your exact monthly rate is confirmed after a quick intake based on volume, complexity, and qualifiers—no surprises.

Because needs vary. For example, bookkeeping depends on transaction volume and account complexity, and payroll depends on employee count, pay schedules, and states.

Each service has Lite, Standard, and Pro options. After intake, we’ll outline exactly what’s included, what success looks like, and what we’ll handle each month.

Yes—many clients combine services (for example, bookkeeping + payroll, or VA + systems support). We’ll help you choose the most efficient setup.

We typically work on a monthly service basis. If a longer-term commitment is required for your scope, we’ll communicate that upfront.

Common support includes inbox and calendar management, scheduling, follow-ups, admin coordination, document organization, light research, and other recurring back-office tasks.

• Lite: $499/mo

• Standard: $899/mo

• Pro: $1,499/mo Final pricing depends on request volume, number of inboxes/calendars, and complexity.

• Lite: $399/mo

• Standard: $699/mo

• Pro: $1,199/mo Pricing varies by transactions, accounts, cleanup needs, and number of entities.

• Lite: $199/mo

• Standard: $349/mo

• Pro: $499/mo Pricing varies by employee count, pay schedules, states, and benefits/deductions.

• Lite: $999/mo (1 workflow/SOP)

• Standard: $1,499/mo (2 workflows/SOPs)

• Pro: $2,499/mo (4 workflows/SOPs) Pricing varies by tools, automation needs, and documentation complexity.

We’ll set up a simple workflow for submitting requests, tracking progress, and communicating updates so you always know what’s being handled.

We can handle monthly categorization and reconciliation, reporting, and ongoing bookkeeping support. Advisory support is available depending on your needs.

Yes. If your books are behind or messy, we can assess what’s needed and recommend the best approach.

No — CorePoint does not offer free bookkeeping reviews. To ensure you get clear, actionable guidance (and to avoid quick “drive-by” opinions), we start with a Bookkeeping Paid Diagnostic Review.

A paid diagnostic review is a structured, fee-based service where we review your bookkeeping data (for example, QuickBooks Online) to identify errors, assess the overall health of your books, and outline what needs to happen next.

Even if you don’t enroll in monthly services, you’ll leave with a clear written action plan you can implement right away—so you’re not guessing what to fix or where to start.

• Cost: $300

• Includes: 60-minute review + written action plan + 30-minute follow-up call

• Credit: The $300 fee is credited toward your first month when you enroll within 14 days.

We work with common bookkeeping and payroll tools. If you already have a system, we’ll confirm compatibility during intake.

Yes. We can map your current process, improve it where needed, and deliver clear SOPs your team can follow. We can also provide the training.

Yes. You’ll have a clear point of contact and an agreed-upon workflow for communication and requests.

We treat client information with care and follow secure, professional practices for access and documentation.

No problem. As your business changes, we can adjust your package to match your new volume and priorities.

Send us a message through the contact form to start the intake. We’ll follow up with a few questions and recommend the best plan for your needs.