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              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 Insight Freedom Tax Savings & Compliance

              Custom, starting at
              $750 per month

              Custom, starting at
              $1,000 per month

              Custom, starting at
              $1,500 per month

              Custom, starting at
              $250 per month

              Monthly Account

              Reconciliation

              Posting of Journal Entries

              Sales Tax Preparation

              Quarterly Financial

              Statement Reviews

              Credo Starter, plus

              Monthly Financial Statement Reviews

              Credo Insight, plus

              Accounts Payable and Check Processing

              Part-Time Controllership

              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.

              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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