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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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