Our process

Step 1:
Build your package

Work with one of our sales team members to find the plans that work for you. You'll then be emailed a custom proposal.

Step 2:
Meet your People Advisor

After you accept the proposal, your People Advisor will reach out with more details. This person will be responsible for your entire MyCORE experience.

Step 3:
Schedule your strategy meeting

This strategy meeting will show you the possibilities for improving the overall experience of bookkeeping, payroll, benefits, and HR at your company. We listen to your needs, share what we know, and make a plan together.

Step 4:
Set up your dashboard

Setting up a dashboard sounds complicated. But it’s not. We’ll collect the information we need to set up the dashboard for you, and take it from there. That includes migrating your historical data from your previous provider.

Step 5:
Onboard your employees and celebrate!

Onboarding your employees with their own dashboard is a reason to celebrate. It marks the new beginning of streamlined payroll, benefits, and HR. Doing bookkeeping with us? Your People Advisor will continue to work with you to ensure things keep getting better for your business, and your employees.


People Advisor


Chief Experience Officer


People Advisor


People Advisor

We tech

The engine that powers our services.

At MyCORE, we believe in using high tech, without losing high touch. We’re not afraid of new technologies, and we’re constantly updating our platform to give you reliable services in a user-friendly package. You know, something that’s super-easy to set up and use, with a dedicated People Advisor who will help you throughout the entire process.

Our current stack allows you to

  • Run your business on the go with a mobile-friendly interface
  • Access your bookkeeping, payroll, benefits, and HR from one place
  • Give your employees an intuitive experience
  • Highlight your brand with a polished look

Client love

Portrait of Tricia D.
"MyCORE was there when we were able to offer contractors employee-status and to finally offer benefits and HSAs. MyCORE has been an integral part of our growth and continue to handle our payroll, benefits, and HR far beyond my expectations. I couldn't do what I do without them!"
— Tricia D.
CEO & Chief Strategist
"MyCORE is the kind of company that really cares about your business. We were with a PEO for 11 years before switching to MyCORE. And we made that change a couple of years ago, we never looked back. MyCORE’s services were tailored to our specific needs and their awesome team made their services even better."
— David N.
Partner & COO
Portrait of Troy D.
"Payroll and HR are not my areas of expertise and not where I want to spend my time. MyCORE has now made this very easy to execute and allows me to focus on where I need to be in my business - sales. I highly recommend MyCORE to any business owner that doesn’t have their own HR department and doesn’t want to incur the huge costs of utilizing other payroll systems."
Troy D.
Portrait of Jenny O.
"Having MyCORE as our HR team allows me to work on my business while they do the work behind the scenes. They have been invaluable in managing our benefits, integrating them with payroll and providing professional HR services to our employees. MyCORE is an extension of our company and I look forward to our continued relationship."
Jeni O.

Empower your team with MyCORE

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