by Dan Lucas | Nov 10, 2015 | Accounting & Business Services, Articles, CFO Services, Forensic & Valuation
Estimated Read Time: 5 minutes – Many companies provide their financial statements, along with a CPA’s report, to lenders, investors, suppliers and customers. Informed readers of the report will gain varied levels of comfort based on the type of financial statement...
by Dan Lucas | Sep 17, 2015 | Accounting & Business Services, Articles
Estimated Read Time: 2 minutes – “Going Public” and then offering up stock in an IPO is often times a major dream for a lot of entrepreneurs. It represents the “pinnacle” of success. The American Dream for business owners–to hear the opening bell at the NYSE...
by Dan Lucas | May 18, 2015 | Accounting & Business Services, Articles, CFO Services
Estimated Read Time: 3 minutes – Small business owners and other professionals often have a concern over confidentiality and fraud when they are considering using an external service to perform their accounting or bookkeeping function. And, admittedly, the question is...
by Dan Lucas | May 10, 2015 | Accounting & Business Services, Articles, CFO Services
Estimated Read Time: 4 minutes – Strategic planning is the creation of a plan or plans to get a company from where it is now to where it wants to be. Ultimately, the CEO is at the center of this process. However, the CFO is a very key participant in the planning...
by Dan Lucas | May 2, 2015 | Accounting & Business Services, Articles, CFO Services
Estimated Read Time: 3 minutes – We get this question a lot at Credo, especially from business owners or CEOs that have businesses that are growing past the most basic financial needs that involve bookkeeping, cash receipts, and cash payments. First, I think it is...
by Dan Lucas | Apr 13, 2015 | Accounting & Business Services, Articles, CFO Services
Estimated Read Time: 4 minutes – Penny-Wise & Pound-Foolish: I’ve been on both sides of M&A deals, and by no means is there such a thing as a “perfect” transaction. The “merger” is really a dying concept. You are either acquiring or you get acquired, that’s...
