Transforming Business Finance Into Strategic Advantage

Experience Financial Expertise that Delivers

We are the premier provider of CFO services, strategy consulting, and advisory solutions that transform organizations into financial powerhouses.

Our team goes above and beyond to offer strategic consulting and advisory solutions that unlock your organization’s full potential allowing you to capitalize on new opportunities while driving greater value for your organization and personal finance.





CFO Blueprint

Credo partners with stakeholders to diagnose and prioritize areas for improvement, providing the CFO Blueprint report to determine the most effective use of existing staff or fractional resources.

Fractional / Interim CFO

We offer the opportunity to leverage experienced financial leadership and strategic expertise on a part-time basis, allowing businesses to access high-level CFO services and guidance without the cost of a full-time hire.

Treasury Management System

Optimizing treasury management through strategic objectives and tactical approaches, we maintain working capital, create reserves, build tax strategy accounts, and distribute excess cash for investment, while continually assessing and optimizing cash balances.

Exit Strategy & Transactions

We provide provide comprehensive valuations integrated within a strategic sell-side approach, enabling businesses to maximize value and optimize outcomes during the selling process.

CFO Business Inspection

Our comprehensive business inspection provides a detailed report that benchmarks your performance against competitors, offering invaluable insights for strategic decision-making.

Accounting Clean-up and Management

We ensure accurate and organized financial records, enabling businesses to streamline their accounting processes and make informed financial decisions.

Management Reporting and KPI

We deliver comprehensive insights and key performance indicators, empowering businesses to make data-driven decisions and drive performance excellence.

Forecasting, Planning & Analysis

We offer businesses comprehensive financial insights and strategic foresight, empowering them to make informed decisions and effectively plan for future growth and success.

Sales Tax Compliance

With our deep understanding of omnichannel transactions and multi-jurisdictional sales, we guide you through the intricacies, ensuring your operations align with legal requirements and industry standards.

Trust our experienced CFOs to drive your business forward while you focus on your vision and strategy.