OUR CAPABILITIES
CPA SERVICES
Credo’s breadth and depth of experience in CPA services and consulting is unique in the market.
CFO SERVICES
Driving your company leaves little time for optimizing your finances. Consider bringing on an expert CFO through Credo!
WHITE GLOVE, BOOKKEEPING SERVICES
Integrated with our CPA and CFO Services
PARTNERS & CLIENTS
CREDO’S VALUE PROPOSITION
CUSTOMIZED STRATEGIES
We create targeted service packages that address the specific requirements and priorities our clients.
REAL SAVINGS & COMPELLING ROI:
Our experience, methodology, and client service creates real savings for our clients and compelling return on investment (ROI).
FINANCE TRANSFORMATION STRATEGY
Our CFO services transform your finance organization through our hands-on approach, depth of industry experience, and best practices
FULL SPECTRUM FINANCIAL SOLUTIONS
We offer a wide range of high quality financial management, tax advice and accounting services for a diverse list of verticals
CLIENT-CENTERED APPROACH
Clients can concentrate on their core competencies
as we manage their day-to-day financial concerns.
CREDO’S STRENGTHS
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STRATEGY: Credo work with clients in developing a roadmap that addresses their company’s needs while meeting their budget through our FRACTIONAL CFO SERVICES.
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ANALYSIS: Credo gives clients the confidence in charting their company’s path to success through our CONTROLLER SERVICES.
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EXECUTION: Credo untangles the financial traps that have been plaguing businesses through our full spectrum ACCOUNTING SERVICES.
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TRANSFORMATION: Credo’s TAX STRATEGY SERVICES enable the transformation of our clients’ finance functions which is crucial in achieving their corporate strategic goals.
A COMPANY OF CHOICE
Credo helps companies to come up with new innovative ways to spur their growth and mitigate risks. Let us transform a strategic vision into practical results that lead to costs reductions and business model transformations.
CREDO’S ROLES
CATALYST
We help you achieve strategic and financial objectives through inculcating a financial perspective aimed at execution and risk-taking.
STEWARD
We protect and preserve the assets of your business via risk reduction and correct management of your books.
STRATEGIST
We help in shaping the overall direction of your business through strategic business directions that are aligned with your financial strategies.
OPERATOR
We manage your finance operations effectively and efficiently through stabilizing capabilities, costs, and service levels.
CLIENT TESTIMONIALS
“As outstanding as one can get in service. They are knowledgeable in action and advice and humble enough to listen to the customers ideas, needs and wants. I enthusiastically recommend them.”
“I like the combination of personal relationship, solid integrity and high-level knowledge that Credo brings to the table.”
“Credo Finance has been a real blessing for our company and family. I really appreciate all you guys have done to help me get a better handle on the business God has blessed me with so hopefully I can use it more wisely for His kingdom.”
OUR BLOG
Fee Title Acquisition vs. Conservation Easements? Choose Your Conservation Approach Wisely!
Land conservation can be achieved through two primary methods: fee title acquisition and conservation easements. Understanding the differences between these approaches is crucial for effective land protection. Both techniques have their role to play in preserving...
Fee Simple Land Donations vs. Conservation Easement Donations: Preserving Wealth and Enjoying Tax Benefits
When it comes to wealthy individuals seeking to preserve their wealth while making a positive impact, Fee Simple land donations and Conservation Easement donations emerge as two prominent options. These choices not only enable the preservation of natural resources,...
SVB’s Collapse and the Changing CFO’s Ability to Adapt to Adverse Conditions
SVB Bank's failure has sent shockwaves throughout the financial and IT industries, with many wondering how it could have happened in light of the tightened laws and controls enacted in the wake of the 2008 financial crisis. Though many factors contributed, the bank's...
OUR AFFILIATIONS
