CREDO CFOs & CPAs
Alpharetta, GA
Alpharetta, GA
We “Credo Financial Services, Inc”. are a CPA and fractional CFO firm based in Atlanta GA, founded in 2004. Our goal is to offer honest and candid advice to our clients, while giving them the complete and respectful service they deserve. Our all-inclusive, fixed-price, year-round tax preparation and accounting concierge service guarantees you get everything you need from a CPA and nothing you don’t.
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Tax Strategy and Preparation
Tax Preparation Strategy and IRS Help - Our all-inclusive, fixed-price, year-round tax preparation concierge service guarantees you get everything you need from a tax professional and nothing you don’t. Ensure all of your required forms are filed on time and properly. And have direct access to a tax code expert, so you can avoid the biggest risks and take advantage of the best opportunities in the ever-changing tax code.
Accounting Services
FIXED MONTHLY FEE [based on needs below]
☐ - General bookkeeping
☐ - Accounts payable (weekly/monthly)
☐ - Accounts receivable and invoicing (weekly/monthly)
☐ - Reconciliation of bank accounts (monthly)
☐ - General ledger review
☐ - Recording journal entries into Client’s QuickBooks account
☐ - Financial reports (monthly):
• income statement
• balance sheet
• cash flow statement
• budget-to-actuals report
☐ - Set up, install, or provide training for a bookkeeping system or software
☐ - Construct Chart of Accounts specific to your industry
☐ - We provide Full Service Payroll through Intuit.
