WHAT DOES A

CFO DO?

Scale your business with outsourced CFO Services!

Our relevant know-how through the breadth of our cross-functional finance expertise gives us the capability to meet (and even succeed) your stakeholders’ expectations. Our core CFO services offerings seamlessly integrate consulting, corporate finance, financial advisory, assurance, and tax. Our tailored offerings support the needs of your business while ensuring strict adherence to professional and regulatory requirements.

Scale Your Business with Outsourced CFO Services!

Not sure if your business needs a full-time or part-time CFO? That’s okay. We get this question often, and we’re equipped to help you determine what makes the best financial and operational sense based on your specific growth goals. 

If you answer YES to one or more of the questions below, it’s time to consider partnering with Credo.

  • Are you often worried about cash and do you deal with cash “shortages” more often than you would like?

  • Do you sometimes have “extra” cash that you are not sure how to invest back in the business to get a good return on the investment?

  • Do you find yourself worrying about the direction of the business and feel as though you lack direction or information to execute the strategies you have developed?

  • Do you work more hours than you would like in areas that are unrelated to growing the business, such as stressing over which bills to pay, tax planning or tax mitigation, customer collections, preparing for bank meetings, etc.?

  • Are you concerned about the accuracy or timeliness of your financials and the security of your company’s assets (i.e. cash, property)?

  • Is your business not making enough margin and profits to both pay you a fair level of compensation as well as make strategic investments for future growth?

or call us at (678) 736-6414

FLEXIBLE CFO SOLUTIONS

Our outsourced, tenured financial experts will take an advisory role in helping you assess exactly where you are in the evolution of your business. 

CONTROLLERSHIP

Our tenured CFOs have the experience needed to accurately analyze and improve upon your existing financial systems. From developing internal controls and budgets to troubleshooting and closing books, our financial experts can either become key players or important additions to your existing team.

CASH FLOW & INVESTMENT DECISIONS

Need an expert to strategize investment decisions and cash-flow issues? Our CFOs are here to help. Our experts can assist your company in creating comprehensive cash-flow forecasts so you can increase control over your finances, avoid unnecessary expenses, and make the best investment decisions to reach your business’ long-term goals.

MANAGING THE CAPITAL STUCTURE

Feel confident in the financing of your company’s operations by bringing on a highly experienced CFO from Credo. By focusing on creating the best mix of financing, debt, and equity, our CFOs will improve your business’ credit and financial flexibility.

FINANCIAL ANALYSIS & BUSINESS INTELLIGENCE

Growing a successful company takes an experienced CFO. Our tenured professionals not only analyze your finances to map out predicted growth and costly pitfalls, but leverage data to offer strategic insights across departments to enhance business intelligence and performance.

COORDINATION & EXECUTION OF LARGE TRANSACTIONS OR CONTRACTS

Credo’s CFOs take the health of your company’s portfolio seriously. To minimize company cost and ensure maximum value, our financial experts will work closely with your team in the preparation and facilitation of transactions and important contracts.

MANAGING THE EXECUTIVE REPORTING SYSTEM

Ensure the accuracy of your company’s financial reports with a designated CFO from Credo. Our experts take complete ownership of your finances by not only creating and executing budgets, but leveraging key data across departments to develop and manage a comprehensive financial-reporting system.

GOVERNANCE & COMPLIANCE

Hiring a CFO from Credo means you can stop worrying over the complexities of government compliance. Our CFOs have years of experience in compliance and tax regulations to ensure your company meets the standards set by the IRS and various government entities.

GETTING RESULTS

Our CFOs work hard to springboard growth and meet the CEO’s vision for your company. By partnering with a Credo CFO, your business will see tangible results in improved profit margins, accelerated revenue, and elevated strategies throughout your business structure.

WHY PARTNER WITH CREDO

BUSINESSES WE WORK WITH

Our tenured CFOs & CPAs have extensive experience working with small- to medium-sized businesses and well-established companies alike. No matter where you are in the life of your business, Credo can help you unlock growth.

INDUSTRIES WE WORK WITH

Our team of finance professionals service many verticals including but not limited to: IT companies, human resources companies, professional services, marketing agencies, real-estate companies, medical facilities, and more.

OUR PARTNERSHIP APPROACH

Unlike other companies offering “outsourced CFO services,” Credo has assembled a hand-picked, dedicated in-house financial team with experience in a wide range of industries and specialties. We take our partnership with your company seriously, keeping all lines open to ensure you receive the financial support system you need, whether that’s an outsourced controller, bookkeeper, CFO, or other financial expert.

BENEFITS OF AN OUTSOURCED CFO

Bringing on a CFO is an investment in your company. By partnering with a tenured financial expert, you’re prioritizing growing your business, improving profit margins, and enhancing operational systems to reach your company’s ultimate goals. Our CFOs are tenured financial experts who can partner with your company in a way that best suits your needs—whether that’s part time, full time, or on a project-by-project basis—to provide high-level financial strategy, systems analysis and design, and operational optimizations.

FLEXIBLE AND CUSTOMIZED SERVICES

Credo’s CFOs offer strategic financial support systems tailored to suit the specific needs of your company. So as your business grows, we can grow with you on a basis that works for your budget and financial goals. We’ll work closely with you to determine the types of services you require and how many hours per month are needed in order to offer you the most straightforward and transparent rates.

Move Your Business Forward With An Outsourced CFO!