Reviews for Credo CFOs & CPAs

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Jan 2023

IF ONLY I HAD FOUND CREDO YEARS AGO.As a business owner, there are a few things at the top of my list that could keep me up at night, knowing my business finances are intact are not one of those things thanks to the CredoCFO team.As a start-up founder, I did many of the things internally on my own for many years. It wasn’t until I made the decision to bring in a fractional CFO that I realized how many gaps I had in my business model through our accounting practices, budgeting, P&L, and of course, risk management.Working with the Credo team has been a game changer for ebm as we grew a national footprint and scaled quickly. Not having to worry about the financial operations...read full review
Jan 2023

IF ONLY I HAD FOUND CREDO YEARS AGO. As a business owner, there are a few things at the top of my list that could keep me up at night, knowing my business finances are intact are not one of those things thanks to the CredoCFO team. As a start-up founder, I did many of the things internally on my own for many years. It wasn't until I made the decision to bring in a fractional CFO that I realized how many gaps I had in my business model through our accounting practices, budgeting, P&L, and of course, risk management. Working with the Credo team has been a game changer for ebm as we grew a national footprint and scaled quickly. Not having to worry about the financial operations side of the business was a huge life off our shoulders. As our needs changed, they were there to pivot and adapt as needed. It's also important to say that their team truly gets excited about working with you (no boring green visors to deal with). I only wish I had started using them earlier on, would have saved a ton of time and aggravation. I highly recommend them and would be happy to speak with anyone about our experience with their team.
Dec 2016

Dan has helped me in the past with some important tax planning for my companies. His team at Credo sincerely care about their clients. I would highly recommend Dan and the Credo team for their knowledge, customer service and hearts to serve.