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Financial Statements – Audits, Reviews and Compilations: How CPA Reports Differ

Financial Statements – Audits, Reviews and Compilations: How CPA Reports Differ

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...
Why Does A Company Go Public?

Why Does A Company Go Public?

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...
How to Prevent Fraud – Outsource your Bookkeeping & Accounting

How to Prevent Fraud – Outsource your Bookkeeping & Accounting

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...
What is Strategic Planning?  How can a CFO help me with my Strategic Planning?

What is Strategic Planning? How can a CFO help me with my Strategic Planning?

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...
What does a CFO do?

What does a CFO do?

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...
The Biggest Mistakes in Mergers & Acquisitions

The Biggest Mistakes in Mergers & Acquisitions

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...
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