• Accounting and Business Services

    Take the Mystery Out of Your Accounting Costs

    We believe there’s no such thing as a “one size fits all” accounting solution. So, while we offer typical bundles for businesses small and large, as well as families, we also offer à la carte services to round out our clients’ unique needs. As a result, your service is built specifically for you — never again will you pay for accounting services you don’t need!

    Our all-inclusive, fixed-price, year-round accounting service guarantees you get everything you need from an accounting professional and nothing you don’t. It’s where personalized service meets convenience and value.

    In fact, our clients often enjoy such a tax savings that our fixed-price service is the best investment they’ve ever made.

    What we do:

    • Transaction processes and reconciliation. Optionally, you can add accounts payable services.
    • Regular income statements — you’ll always know how your business and investments are doing.
    • Balance sheet preparation and analysis – needed when meeting with banks and investors.
    • Estimated quarterly tax payment calculations for federal and state, based on historical profit and forecasts.
    • Sales tax filing.
    • LLC and corporation setup, including tax and legal compliance audits.
    • Year-end planning sessions to review your big picture, highlight recommendations, identify risks and consider new opportunities.
    • Reconstruction accounting — if you are behind on your financials, we’ll put all the pieces together to get you caught up.
    • Cash flow analysis and forecasting to help you run your business.
    • Consultations as needed — we’re just an email or phone call away if you want to discuss business results or projections as they relate to your tax planning strategies.

    Now you can say goodbye to surprise invoices and huge accounting bills to pay. Pay one flat monthly fee. You’ll enjoy direct access to your accounting advisors, 12 months a year — no hassle, no fuss, and definitely no invoices for emails and phone calls.

    Contact us about one of the fixed-rate packages below or to receive a free, personalized quote.

    Credo Financial Services

    Here is how CREDO can help:

    • Bookkeeping & Accounting
    • LLC & Corporation Setup, along with Tax and Legal Compliance Documentation Financial Statement
    • Annual & Ongoing Budgeting
    • Personal Financial Planning
    • Management & Bill Pay
    • Profit and Loss Forecasting
    • Cash Management & Forecasting
    • Internal Controls & Risk Management
    • Reconstruction Accounting Services
    • Fractional or Interim Controllers
    QuickBooks Certified ProAdvisor - QuickBooks Online Certification

    CREDO Fixed Fee Retainer Packages

    Starter
    Starting at $750 per month

    Monthly Account
    Reconciliation
    Posting of Journal Entries
    Sales Tax Preparation
    Quarterly Financial
    Statement Reviews

    Insight
    Starting at $1,000 per month

    Credo Starter, plus
    Monthly Financial Statement Reviews

    Freedom
    Starting at $1,500 per month

    Credo Insight, plus
    Accounts Payable and Check Processing
    Part-Time Controllership

    Tax Savings & Compliance
    Starting at $250 per month

    Add On to any Accounting Package:
    Annual Tax Preparations and Filings, Business & Personal
    Bi-Annual Tax Consultation
    Handle IRS Nuisance Letters


    Note: All Monthly Retainers are fully customizable to add and subtract desired services.

    Find Out How CREDO Can Exceed Your Expectations.

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