Dan Lucas - Cpa, Abv

Dan Lucas - Cpa, Abv Email and Phone Number

Providing tailored financial solutions for your business through our team of tenured CFOs and financial experts. @ Credo CFOs & CPAs
alpharetta, georgia, united states
Dan Lucas - Cpa, Abv's Location
Atlanta Metropolitan Area, United States
Dan Lucas - Cpa, Abv's Contact Details

Dan Lucas - Cpa, Abv work email

Dan Lucas - Cpa, Abv personal email

n/a

Dan Lucas - Cpa, Abv phone numbers

About Dan Lucas - Cpa, Abv

I started my career as a CPA at Arthur Andersen doing audit and tax work for small business. I was assigned to help small technology startups and enjoyed being part of the companies and watching them succeed. A client asked me to take the leap to take on the CFO role for their company, and I never looked back. I'd seen a lot of problems with the way that my industry was delivering services and knew we could serve the marketplace a lot better. Credo was born in 2004, and since then we have been delivering outsourced CFO and CPA services and watching the businesses we support thrive. There is no “one size fits all” solution for our clients. We take our clients through our copyrighted CFO Blueprint process to identity their specific needs and build a plan for them to succeed. Throughout this process, I realized not many CFOs have experience in raising capital, taking a company public, and managing investors. That’s when CVG Advisors was born. _____Credo Finance provides full service financial services for your business. Whether you are beginning your business, or preparing to exit or sell, we have tailored solutions to meet your need. Some our our services include: - Interim & Fractional CFO- CFO-level projects- Strategic Tax Planning & Compliance- Valuations- Transaction Advisory / M&A

Dan Lucas - Cpa, Abv's Current Company Details
Credo CFOs & CPAs

Credo Cfos & Cpas

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Providing tailored financial solutions for your business through our team of tenured CFOs and financial experts.
alpharetta, georgia, united states
Website:
credofinance.com
Employees:
11
Dan Lucas - Cpa, Abv Work Experience Details
  • Credo Cfos & Cpas
    Founder & President
    Credo Cfos & Cpas 2004 - Present
    Www.Credofinance.Com
    Individual / Business Tax Strategy & Tax Return PreparationAccounting & Bookkeeping (including Compilations)Hourly CFO Services for growing businessesBusiness Transaction & AdvisoryLicensed Business ValuationsBusiness Compliance ServicesLegal and Litigation SupportIRS Support and Audit Representation
  • Cvg Advisors, Llc
    Managing Director
    Cvg Advisors, Llc 2016 - Present
    Www.Cvgadvisors.Com
    Succession & Exit PlanningBusiness ValuationsStrategic Finance & Capital StructuringCash Flow and Financial Modeling
  • Bordwok Enterprises, Llc
    Executive Managing Director
    Bordwok Enterprises, Llc 2004 - 2009
    A national real estate development and investment company.
  • Gem Group Inc.
    Cfo
    Gem Group Inc. Jul 2001 - Oct 2005
    Marketing Agencies - Integration of a variety of target acquisitons over a period of several years; ultimately ending in an exit to a publicly traded acquiror.
  • Arthur Andersen Llp
    Senior Auditor, Assurance And Attestation Services
    Arthur Andersen Llp Jul 1997 - Jul 2001

Dan Lucas - Cpa, Abv Skills

Finance Leadership Management Strategic Financial Planning Financial Reporting Mergers And Acquisitions Financial Analysis Accounting Strategy Strategic Planning Internal Controls Tax Forecasting Business Development Budgets Financial Planning Cpa Business Valuation Mergers Internal Audit Corporate Tax Managerial Finance Tax Preparation Risk Management Forensic Accounting Executive Management Corporate Finance Taxation And Irs Representation Due Diligence Analysis Investments Small Business Business Analysis Erp Budgeting Asset And Business Valuations Business Operations Golf Revenue Recognition Financial Modeling Sec Filings Sarbanes Oxley Act Part Time Cfo

Dan Lucas - Cpa, Abv Education Details

Frequently Asked Questions about Dan Lucas - Cpa, Abv

What company does Dan Lucas - Cpa, Abv work for?

Dan Lucas - Cpa, Abv works for Credo Cfos & Cpas

What is Dan Lucas - Cpa, Abv's role at the current company?

Dan Lucas - Cpa, Abv's current role is Providing tailored financial solutions for your business through our team of tenured CFOs and financial experts..

What is Dan Lucas - Cpa, Abv's email address?

Dan Lucas - Cpa, Abv's email address is dl****@****nce.com

What is Dan Lucas - Cpa, Abv's direct phone number?

Dan Lucas - Cpa, Abv's direct phone number is +167880*****

What schools did Dan Lucas - Cpa, Abv attend?

Dan Lucas - Cpa, Abv attended Columbia Business School, Illinois Wesleyan University, Georgia State University - J. Mack Robinson College Of Business, Hinsdale Central High School.

What are some of Dan Lucas - Cpa, Abv's interests?

Dan Lucas - Cpa, Abv has interest in Children, Reading, Fitness, Tennis, Health, Golf, Coaching Little League.

What skills is Dan Lucas - Cpa, Abv known for?

Dan Lucas - Cpa, Abv has skills like Finance, Leadership, Management, Strategic Financial Planning, Financial Reporting, Mergers And Acquisitions, Financial Analysis, Accounting, Strategy, Strategic Planning, Internal Controls, Tax.

Who are Dan Lucas - Cpa, Abv's colleagues?

Dan Lucas - Cpa, Abv's colleagues are Jennifer Miller, Sineiro Silva Neya, Becky Williams, Fabiola Morales Tello, Ashley Smith.

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