Grow your business.

Discover what's possible.

Results matter.

Put your numbers to work.

Deep Experience. Honest Service. Upfront Pricing. Timely Response.

Information at Your Fingertips

Get to Know Us

Our team is our strength and yours. We embody the CREDO Way.

Get Informed

Let us give you free tax updates and business information when you need it.

I Need Help!

Need help with the IRS? Have a specific problem or question? Let’s talk!

Let's Talk

Call (678) 802-8800 or email us – our Crystal Ball is on the fritz.

CREDO Services

interim or fractional CFO working with financial data

CFO and Controller Services

Finally, You Can Relax. We Got This.

Accounting Services

Accounting and Business Services

Take the Mystery Out of Your Accounting Costs

Tax Forms

Tax Strategy, Prep and IRS Assistance

Where Peace of Mind Meets Money Saved

Exit Strategy

Exit Strategy and Valuation Services

Valuing Now, Looking Forward to What’s Next

Services We Don’t Offer

We’re good at what we do — really good — so we’re not afraid to tell you when something is outside our wheelhouse or when you can receive a better price or level of service elsewhere. It happens. We’re cool with that. Our clients appreciate it, and we think you will, too.

What Our Clients Say

I have enjoyed working with Dan and his team over the last few years. I like the combination of personal relationship, solid integrity and high-level knowledge that Credo brings to the table.

Jason Smith


Dan is a true professional. An expert in his field. Dan takes the time to truly understand your business, vision, industry and what you are up against to create a wholistic approach to the financial side of the business. His command of his accountancy field is very impressive. Many people have expert knowledge, but Dan is exceptional because he has the relationship skills that foster communication and trust. He executes in a timely way and flawlessly. We feel fortunate to have Dan Lucas on our financial team. Top Qualities: Great Results, High Integrity, Creative.

Wendy Johnson


Credo Finance has been a real blessing for our company and family. I really appreciate all you guys have done to help me get a better handle on the business God has blessed me with so hopefully I can use it more wisely for His kingdom.

Lee Wagner

RL Wagner Custom Homes

Recent Articles

Captive Reinsurance

As a business owner you’re constantly facing challenges, and two of the most daunting of those challenges is business risk and tax liability. You probably don't even want to think about it. But wait, as I’m going to show you how to safeguard your business...

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Find Out How CREDO Can Exceed Your Expectations.


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