We are a dedicated financial services team that believes in personal connection.
Welcome to P-Core
Our story
We know that large firms often make small businesses feel like a number, passing you from person to person.
We built P-Core to be different. With over 20+ years of combined experience, we offer the knowledge of a large firm with the accessibility of a local partner.
What can you expect when working with us?
When you work with us, your calls and emails don’t get lost in the void. From simple questions to complex strategies, we’re your partners.
Active partnership
Our partners, Jim and Emily, are hands-on. We oversee accounts directly to ensure quality.
You are assigned a specific Accounting Agent for day-to-day tasks, meaning you always know exactly who is working on your business.
Designated team
While our leadership is rooted in Maryland, Pennsylvania, and Florida, we serve clients in Texas, California, DC, and beyond.
Nationwide expertise
Meet the partners
We are the faces behind the emails. We are here to ensure your financial success.
Jim Shepherd
Founder
James brings a friendly, hands-on approach to financial management, helping businesses move from simple bookkeeping to strategic planning.
Whether improving your sales processes or forecasting for the year ahead, he focuses on the specific tools that help your business scale efficiently. He is passionate about turning financial challenges into opportunities for long-term success.
Co-Founder
Emily Lisle
With an experienced background ranging from accounting to business development, Emily understands the many hats a business owner has to wear.
She leverages deep expertise in process automation and client support to simplify complex back-office tasks for your business.
Emily is passionate about creating the kind of organized, stress-free environment where your business can thrive.
How can we help you?
When it comes to your finances, it’s crucial to get to know the team you’re entrusting your numbers with. We make a conscious effort to get to know our clients, their goals, and make their options crystal-clear. Get started by reaching out to us, no string attached.