Member Since 2015
Credo CFOs and CPAs / CVG Advisors
Dan Lucas, CPA, ABV, Investment Advisor, CEO, Shareholder firstname.lastname@example.org As the Founder and President of Credo, Dan Lucas advises clients with a CFO mentality, in all aspects of accounting, finance, tax, operational strategy and best practices. He also directs the Credo team in establishing the strategies for the growth of the firm and continually raising the bar on its standards of exceeding clients’ expectations. In 2004, Dan simultaneously founded Bordwok Enterprises, LLC and Credo Financial Services, LLC. These two entities allowed Dan to provide hands-on leadership and financial management services for various private companies and REITs (Real Estate Investment Trusts). He has accrued broad financial experience working with companies ranging in revenues from $50,000 to $60 billion. This work includes leadership roles with a large public accounting firm, two different marketing agencies, several real estate investment and/or construction companies, a Fortune 15 healthcare technology & pharmaceutical company, just to name a few. Dan has worked with technology services, software, real estate, retail, manufacturing companies, professional services firms (mainly lawfirms and marketing services), marketing/advertising agencies, dental practices, medical practices, and various other industries, providing each with the specific financial guidance needed to establish sustained business growth and financial health.
Every business that's been created was built by the entrepreneur taking some sort of risk. Some risks are obvious, such as taking out a large loan from a family member. Others are more subtle and harder to recognize as they're happening.
Cash flow is a crucial element of success whether your business is just starting out or well-established. However, as a business owner, you may find it difficult to move toward positive cash flow while juggling the other management tasks on your plate.
We are a financial services company offering our clients experience in the fields of taxation, audits & reviews, asset valuations & business valuations, legal transactions, mergers & acquisitions, finance & operations, real estate,and risk management.