CORE Financial Pros: A Trailblazer in CAS

In the bustling city of Las Vegas, NV, CORE Financial Pros is making a significant impact in the Client Advisory Services (CAS) sector. Founded in 2021, this dynamic firm has quickly risen to prominence, earning recognition as one of Woodard's Top 50 CAS Practices. Known for its innovative approach and commitment to client success, CORE Financial Pros is setting new standards in the industry.

Core values that drive success 

CORE Financial Pros thrives on values of industry focus, clarity, transparency, partnership, and education. These principles guide every client interaction, ensuring that health and wellness business owners receive expert financial guidance tailored to their unique needs. Sharrin Fuller, CEO of CORE Financial Pros, emphasizes the importance of empowering clients through education and partnership. 

A dedicated team with niche expertise 

With a team of 10 professionals, CORE Financial Pros specializes in serving health and wellness business owners. Their core services include bookkeeping, month-end close, payroll, HR administration, CFO/controller advisory, and tax compliance. By offering full-stack CAS under one roof, they provide comprehensive solutions that address the specific challenges faced by their clients. 

Empowering client success stories 

A standout success story involves Jamie, the owner of a growing wellness studio with multiple locations. Overwhelmed and without professional financial systems, Jamie turned to CORE Financial Pros for help. The firm organized her finances, documented processes, and clarified team structures, allowing her to lead rather than react. Within a year, she received multiple acquisition offers and sold her business on her terms. Jamie’s words capture the transformation: "I finally built something bigger than me, and it was worth more than I expected." 

Recognized for excellence 

CORE Financial Pros' achievements have been widely recognized. Their founder, Sharrin Fuller, has been named to the Insightful Accountant Top 100 Advisor list for three consecutive years and was recently honored as the 2025 Top QuickBooks Educator. Their inclusion in the Woodard Top 50 CAS Practices highlights their commitment to excellence and innovation. 

Innovation and community at the core 

Innovation is at the heart of CORE Financial Pros’ operations. By mastering their niche and providing education and resources, they enhance client satisfaction and deliver exceptional value. Their forward-thinking approach ensures they remain at the forefront of the industry.  

Community engagement is equally important. CORE Financial Pros fosters a supportive environment where clients feel empowered and informed. This community-driven approach not only enhances client relationships but also contributes to the firm’s overall success. 

A bright future ahead 

CORE Financial Pros continues to inspire with its blend of professionalism, innovation, and client-centric service. As they look to the future, their commitment to empowering clients and fostering a positive community remains unwavering. Sharrin Fuller’s advice to new CAS firms is insightful: "Start lean. Document everything. Your systems are the real secret."  

For more information about CORE Financial Pros and their services, visit their website at corefinancialpros.com.  

This spotlight is part of our Top 50 CAS Practices series. Stay tuned as we continue to celebrate innovation and excellence across the profession.     

This article was written with the assistance of AI and edited by a human.