Accounting & 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 tax and accounting service guarantees you get everything you need from a tax 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:

  • Personal 1040 tax preparation and filing for federal and state.
  • Business tax prep and filing for federal and state.
  • LLC and corporation setup, including tax and legal compliance audits.
  • Regular income statements — you’ll always know how your business and investments are doing.
  • Estimated quarterly tax payment calculations for federal and state, based on historical profit and forecasts.
  • Year-end planning sessions to review your big picture, highlight recommendations, identify risks and consider new opportunities.
  • Forensic accounting — we’ll step in to collect evidence and clarify findings when others are stumped.
  • 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 during tax season. Pay one flat monthly fee.  You’ll enjoy direct access to your tax and 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
  • Preparation & Presentation
  • Annual & Ongoing Budgeting
  • Personal Financial
  • Management & Bill Pay
  • Profit and Loss Forecasting
  • Cash Management & Forecasting
  • Internal Controls & Risk Management
  • Forensic Accounting Services
  • Fractional or Interim Controllers
QuickBooks Certified ProAdvisor - QuickBooks Online Certification

CREDO Fixed Fee Retainer Packages

Tax Savings & Compliance Starter Insight Freedom

Custom, starting at
$250 per month

Custom, starting at
$600 per month

Custom, starting at
$900 per month

Custom, starting at
$1500 per month

Annual Tax Preparations and Filings, Business & Personal

Bi-Annual Tax Consultation

Handle IRS Nuisance Letters

Priority Service

Tax Savings & Compliance, plus

Monthly Account Reconciliation

Quarterly Financial Statement Reviews

Credo Starter, plus

Monthly Financial Statement Reviews

Credo Insight, plus

Accounts Payable and Check Processing

Part-Time Controllership

Note: All Monthly Retainers are fully customizable to add and subtract desired services.

Find Out How CREDO Can Exceed Your Expectations.