About Us

Outsourcing bookkeeping services provides small and medium size businesses with the tools they need to ensure that their finances are being managed as well as those of any large business or firm.

Bookkeepers keep detailed records of every financial transaction in which companies engage. This crucial role is central to accurate reporting, legal compliance, strong banking relationships, and favorable tax results.

No matter what your need, Credo can provide you with reliable solutions. Credo is committed to your complete satisfaction. Our reputation was earned by providing a personalized approach to every single client. That is why our client retention remains extremely high and so many of our clients continue to recommend us.

The Credo Solution is:

Affordable:

At Credo we are able to keep our rates down by employing school trained, experienced and skilled bookkeepers. However, 49% of Credo is owned by a CPA firm, so our clients have access to high level CPA expertise without paying CPA prices.

Flexible:

On-site: For clients who prefer an on-site bookkeeper, Credo will assign a dedicated associate with experience unique to the client’s industry. Our onsite bookkeepers have a reputation for working effectively with existing staff often becoming an integral part of a client’s team.

On-line: Many of our clients take advantage of the savings and flexibility that comes with servicing their account via remote. Secure online computer access allows Credo to handle a variety of bookkeeping functions from our office, saving the client both time and money. On-line clients are assigned a specific bookkeeper who will act as their consistent point of contact.

Training: If you already have a loyal bookkeeper then we recommend you hold onto that valuable asset, however, your bookkeeper could still benefit from our team’s training and experience. We often help existing bookkeepers develop improved systems and reporting, then take up a supporting role as we remain only a phone call away.

Experienced:

Credo’s client list includes the following industries:

Retail / Legal / Medical / Non-Profit / Entertainment / Food Service / Real Estate / Construction

Full Service:

Credo services include but are not limited too:

  • GAAP Compliance
  • Accounts Receivable
  • Accounts Payable
  • Bank Reconciliations
  • Budget Forecasts
  • Internal Controls for Improved Security
  • Financial Reporting
  • Cloud Accounting
  • Financial Projections and Consulting
  • Training