by Dan Lucas | Aug 17, 2015 | Articles, CFO Services
Estimated Read Time: 3 minutes – Finance & accounting expertise, marketing spend ROI, operations, raising capital, economic analysis, and even IT familiarity make CFOs powerful executives in today’s business...
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...
by Dan Lucas | Apr 6, 2015 | Articles, CFO Services
Estimated Read Time: 3 minutes – Section 530 & “Reasonable Basis” Section 530 of the Revenue Act of 1978 has not been incorporated into the Internal Revenue Code, but it provides a limited safe harbor for employees to prevent the IRS from retroactively...
