FLEXIBLE

TAX

SOLUTIONS

MANAGE YOUR FINANCES

THE CREDO WAY!

Together, let's redefine your tax strategies and explore options in aligning your culture, structure, and talent with your tax management business strategy!

How to Prevent Fraud - Outsource your Bookkeeping & Accounting

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 an important one. What really surprises me is that I rarely hear it asked in relation to hiring internal accountants — the alternative scenario that actually leaves business much more exposed to theft and fraud.

WHY CREDO FINANCIAL SERVICES FITS YOUR TAX NEEDS

STEP 1:

MODEL /STRATEGY

• Business Owners

• Cryptocurrency Investors

• RSU's

• LTCH

• STCG

• High W-2 Earners

• Liquidity Event Strategy

STEP 2:

IMPLEMENT THE STRATEGY

Business Strategies:

• Asset & Risk Management Strategies

• Retirement Plan Strategies

• Cash Flow & Development

• Fixed Asset Strategies

Individual Strategies:

• Land Donation Projects

• Strategic Insurance and Trusts

• Charitable Strategies

• Real Estate & InvestmentStrategies

STEP 3:

REPORTING & FILING

We're not afraid of these strategies. We know how theIRS needs to see each strategy,and we allocate time and research to ensure we are completely compliant.

These strategies aren't uncommon to us.

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User Research

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Free Delivery

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Is it Time to Partner with Credo?

Credo's breadth and depth of expertise in CPA services and consulting is unique in the market. Our consulting services focuses on solutions that address the challenges the CPAs of today face. We provide a suite of CPA consulting services to support other CPA firms in transforming their tax operating model crucial in managing the mounting pressures of today's tax reality.

What Our Clients are Saying

“As an experienced entrepreneur, I pride myself on knowing my numbers inside and out, so I was excited when I heard that CredoCFO had a solution for my business that would provide more financial insight. The Business Inspection report provided me with a focused, digestible and easy-to-explain list of strengths and weaknesses that allowed me to make vital business decisions to restore the health of my company. I highly recommend every curious entrepreneur to try it out -- in my case I thought I knew my business better than I did, and the Business Inspection truly provided me the insight and focus to level-up my business!”

Frank Mengert, EBM

"Aaron Jaeger is the type of leader that demonstrates integrity and doing the right thing in his business and personal life. He is an all around class act. This recommendation is for Aaron as a businessman, a Christ-centered leader, and a great example to others. I wish I had more vendors just like him. Honest, direct, thoughtful."

David Barranco

Barranco Beverage, Inc.

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.

Angela Alea

President and Chief Sales Officer

“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.”