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January 2023 by Arvin Fontanilla
I highly recommend they do a great job of helping the business.
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January 2023 by Aiza Malabed
Credo helps me a lot.
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January 2023 by Frank Mengert
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.
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January 2023 by Frank M.
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.
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October 2021 by Alisha Thomas
Interesting Facebook activity by Dan….
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August 2019 by TJ
I never write reviews, even after terrible experiences, but I want others to beware of this firm and not make the same mistake I did.
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August 2019 by T J.
I never write reviews, even after terrible experiences, but I want others to beware of this firm and not make the same mistake I did. Credo, and Dan Lucas in particular, seemed like a great fit for my business when I started working with them. I put a lot of trust in Dan and felt like he was on my side. However, I quickly realized that while Dan masquerades as a very moral and trusting person, he is surprisingly deviant and greedy. I'm not going to get in to specifics because I want this review to remain anonymous but let's just say that Dan has no problem lying to your face if it means some extra $ in his pocket. On top of being a pathological liar, he hires staff accountants that aren't very good at accounting and he doesn't appear to review their work. I've had to amend tax returns that his firm prepared that were done so poorly that I received several hundred thousand dollars back in refunds. I'm since working with a new firm that was blown away by the mistakes that were made. He also aggressively sells tax avoidance schemes like conservation easements and RPT's because he gets paid huge fees for doing so (even though he will lie and tell you he doesn't get paid any fees for selling these products). There's a reason the IRS heavily scrutinizes these products but Dan knows that it's going to be the client that gets screwed when these schemes inevitably get challenged by the IRS. While he was so busy selling me shady tax schemes, he couldn't even prepare my returns properly costing me hundreds of thousands in extra taxes. Maybe he should focus on good accounting and tax preparing instead of selling risky tax schemes to his clients. Oh wait, that wouldn't be as lucrative as a business for him. I've warned you.
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December 2018 by Gil Sarmiento
Needed only by them but us, too.
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November 2018 by Emma Nichols
They do a great job and are a service-oriented, friendly group of people.
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October 2017 by Dr. Ross Carter
Melanie was so friendly and informative.
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October 2017 by Danielle Monts
These guys really know their taxes
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October 2017 by Paul Sims
Dan is great to work with.
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December 2016 by j adam booker
Very professional and knowledgeable. I highly recommend this firm.
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December 2016 by Randy Collins
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.
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January 2016 by Steve G
Credo has made a tremendous impact in my business. I am able to focus on my clients, knowing that Credo has my books in perfect order. I really don't know what I would do without them. They are truly a full service accounting team!
