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@credofinance.com
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2 phones found area 678
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LinkedIn matched
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Dan Lucas - Cpa, Abv is listed as Providing tailored financial solutions for your business through our team of tenured CFOs and financial experts. at Credo CFOs & CPAs, a with 11 employees, based in Atlanta Metropolitan Area, United States. AeroLeads shows a work email signal at credofinance.com, phone signal with area code 678, and a matched LinkedIn profile for Dan Lucas - Cpa, Abv.
Dan Lucas - Cpa, Abv previously worked as Founder & President at Credo Cfos & Cpas and Managing Director at Cvg Advisors, Llc. Dan Lucas - Cpa, Abv holds Executive Mba, Certification In Mergers & Acquisitions from Columbia Business School.
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AeroLeads found 1 current-domain work email signal for Dan Lucas - Cpa, Abv. Compare company email patterns before reaching out.
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
Listed skills include Finance, Leadership, Management, Strategic Financial Planning, and 39 others.
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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
Www.Cvgadvisors.Com
Succession & Exit PlanningBusiness ValuationsStrategic Finance & Capital StructuringCash Flow and Financial Modeling
A national real estate development and investment company.
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.
Other employees you can reach at credofinance.com. View company contacts for 11 employees →
Fabiola Morales Tello
Colleague at Credo Cfos & CpasUnited States
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JM
Jennifer Miller
Colleague at Credo Cfos & CpasRoswell, Georgia, United States
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AS
Ashley Smith
Colleague at Credo Cfos & CpasAtlanta Metropolitan Area, United States
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BW
Becky Williams
Colleague at Credo Cfos & CpasUnited States
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SS
Sineiro Silva Neya
Colleague at Credo Cfos & CpasCuiabá, Mato Grosso, Brazil
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Activities and Societies: Baseball, Theta Chi Fraternity, Phi Eta Sigma national honorary society, 1994-1998Magna Cum Laude
1990-1994
Quick answers generated from the profile data available on this page.
Dan Lucas - Cpa, Abv works for Credo CFOs & CPAs.
Dan Lucas - Cpa, Abv is listed as Providing tailored financial solutions for your business through our team of tenured CFOs and financial experts. at Credo CFOs & CPAs.
AeroLeads has found 1 work email signal at @credofinance.com for Dan Lucas - Cpa, Abv at Credo CFOs & CPAs.
AeroLeads has found 2 phone signal(s) with area code 678 for Dan Lucas - Cpa, Abv at Credo CFOs & CPAs.
Dan Lucas - Cpa, Abv is based in Atlanta Metropolitan Area, United States while working with Credo CFOs & CPAs.
Dan Lucas - Cpa, Abv has worked for Credo Cfos & Cpas, Cvg Advisors, Llc, Bordwok Enterprises, Llc, Gem Group Inc., and Arthur Andersen Llp.
Dan Lucas - Cpa, Abv's colleagues at Credo CFOs & CPAs include Fabiola Morales Tello, Jennifer Miller, Ashley Smith, Becky Williams, and Sineiro Silva Neya.
You can use AeroLeads to view verified contact signals for Dan Lucas - Cpa, Abv at Credo CFOs & CPAs, including work email, phone, and LinkedIn data when available.
Dan Lucas - Cpa, Abv holds Executive Mba, Certification In Mergers & Acquisitions from Columbia Business School.
Dan Lucas - Cpa, Abv is listed with skills including Finance, Leadership, Management, Strategic Financial Planning, Financial Reporting, Mergers And Acquisitions, Financial Analysis, and Accounting.
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