Dan Lucas - Cpa, Abv Email and Phone Number
Dan Lucas - Cpa, Abv work email
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Dan Lucas - Cpa, Abv personal email
Dan Lucas - Cpa, Abv phone numbers
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
Credo Cfos & Cpas
View- Website:
- credofinance.com
- Employees:
- 11
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Founder & PresidentCredo Cfos & Cpas 2004 - PresentWww.Credofinance.ComIndividual / 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 -
Managing DirectorCvg Advisors, Llc 2016 - PresentWww.Cvgadvisors.ComSuccession & Exit PlanningBusiness ValuationsStrategic Finance & Capital StructuringCash Flow and Financial Modeling
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Executive Managing DirectorBordwok Enterprises, Llc 2004 - 2009A national real estate development and investment company.
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CfoGem Group Inc. Jul 2001 - Oct 2005Marketing Agencies - Integration of a variety of target acquisitons over a period of several years; ultimately ending in an exit to a publicly traded acquiror.
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Senior Auditor, Assurance And Attestation ServicesArthur Andersen Llp Jul 1997 - Jul 2001
Dan Lucas - Cpa, Abv Skills
Dan Lucas - Cpa, Abv Education Details
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Certification In Mergers & Acquisitions -
Public Accounting, With Special Concentration In Risk Management & Finance -
Hinsdale Central High SchoolHinsdale Il
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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