WHAT DOES A
CFO
DO AND HOW TO KNOW IF YOU NEED ONE?
You’ve worked hard to get your business to this point, but you’ve suddenly risen to a level where each decision becomes more difficult because it’s attached to higher stakes and larger consequences.
What Our Clients are Saying
Dan is a true professional. An expert in his field. Dan takes the time to truly understand your business, vision, industry and what you are up against to create a wholistic approach to the financial side of the business. His command of his accountancy field is very impressive. Many people have expert knowledge, but Dan is exceptional because he has the relationship skills that foster communication and trust. He executes in a timely way and flawlessly.
Dan has been a great business partner to both me and my clients. He is a valuable resource with sound guidance for business owners. I appreciate the attention he gives to my clients and his ability to consistently be a great source of knowledge and expertise for them.
I have known Dan for the past 6 years. Dan has a great skill set- a solid CPA with strong Financial Leadership skills. He has impressed me with his combination of technical accounting expertise while also possessing sound business acumen. He is a natural leader with effective management skills and the ability to interact with all levels of an organization. He would be an excellent addition to any corporate team. I strongly recommend him.
“Credo and Dan Lucas have been terrific tax and financial advisers for me. Dan doesn’t have the attitude of a CF”No” rather than that of a CF”Know”. I have the utmost confidence in the integrity and competence of Credo and I confidently refer my clients to them for services.”