RESULTS MATTER!
Regardless of where you are in your business’ growth, Credo partners with you to provide honest and effective ways to spur growth and profitability.
Let us transform a strategic vision into practical results that lead to cost reductions and business model transformation!
CREDO IS A PROUD PARTNER AND PRESENTER AT THE AMERICAN INSTITUTE OF CPAs ANNUAL CONFERENCE!
WHAT WE DO
CFO SERVICES
Driving your company leaves little time for optimizing your finances. Allow Credo to drive the finance function for you!
TAX, STRATEGY & PLANNING
Credo’s breadth and depth of experience in personal and business CPA services and consulting is unique in the market.
CONCIERGE BOOKKEEPING SERVICES
Integrated with our CPA and CFO Services
CREDO’S VALUE PROPOSITION
CUSTOMIZED STRATEGIES
REAL SAVINGS & COMPELLING ROI:
FINANCE TRANSFORMATION STRATEGY
FULL SPECTRUM FINANCIAL SOLUTIONS
CLIENT-CENTERED APPROACH
CREDO’S STRENGTHS
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STRATEGY: Credo works with clients in developing a roadmap that addresses their company’s needs while meeting their budget through our FRACTIONAL CFO SERVICES.
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ANALYSIS: Credo gives clients the confidence in charting their company’s path to success through our CONTROLLER SERVICES.
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EXECUTION: Credo untangles the financial traps that have been plaguing businesses through our full spectrum ACCOUNTING SERVICES.
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TRANSFORMATION: Credo’s TAX STRATEGY SERVICES enable the transformation of our clients’ finance functions which is crucial in achieving their corporate strategic goals.
A COMPANY OF CHOICE
Credo helps companies to come up with new innovative ways to spur their growth and mitigate risks. Let us transform a strategic vision into practical results that lead to costs reductions and business model transformations.
CREDO’S ROLES
CATALYST
We help you achieve strategic and financial objectives through inculcating a financial perspective aimed at execution and growth.
STEWARD
We protect and preserve the assets of your business via risk reduction and correct management of your books.
STRATEGIST
We help in shaping strategic business decisions through strategic business directions that are aligned with your financial strategies.
OPERATOR
We manage your finance operations effectively and efficiently through stabilizing capabilities, costs, and service levels.
LIVING THE CREDO WAY!
Visionaries. Strategists. Communicators.
Motivators. Leaders.
That’s how we live the Credo Way!
CLIENT TESTIMONIALS
“As outstanding as one can get in service. They are knowledgeable in action and advice and humble enough to listen to the customers ideas, needs and wants. I enthusiastically recommend them.”
“I like the combination of personal relationship, solid integrity and high-level knowledge that Credo brings to the table.”
“Credo Finance has been a real blessing for our company and family. I really appreciate all you guys have done to help me get a better handle on the business God has blessed me with so hopefully I can use it more wisely for His kingdom.”
OUR BLOG
Fee Title Acquisition vs. Conservation Easements? Choose Your Conservation Approach Wisely!
Land conservation can be achieved through two primary methods: fee title acquisition and...
Fee Simple Land Donations vs. Conservation Easement Donations: Preserving Wealth and Enjoying Tax Benefits
When it comes to wealthy individuals seeking to preserve their wealth while making a positive...
SVB’s Collapse and the Changing CFO’s Ability to Adapt to Adverse Conditions
SVB Bank's failure has sent shockwaves throughout the financial and IT industries, with many...
CREDO PARTNERS
