Credfino

Mission: We refuse to see CPAs as mere “necessary evils” or “tax preparers”; they are valuable business partners and advisors. To change this perception, we researched the latest remote staffing technologies and best practices and identified new business opportunities for CPA firms. We assembled a team of experienced professionals to provide tailored, end-to-end support for firms seeking growth opportunities in areas like business lending, government contracting, and cybersecurity, as well as specialized advisory services like CFO services and tax planning. Our approach quickly gained traction as CPA firms saved on overhead and staffing costs, increased efficiency, and improved client service. This enabled them to invest in growth and expansion, adding new business areas and revenue streams.

Vision: Our vision is to be a partner in the growth of accounting and tax firms, helping them to gallop instead of crawl. We want to empower CPA firms to look beyond traditional accounting and tax services, and become true business partners, growth catalysts for their clients. We do this by providing a “plug-and-play” or a holistic solution that can be seamlessly integrated into the firm’s existing operations.