Credfino Credfino Credfino Credfino
  • Home
  • Services
    • Accounting and Bookkeeping
    • Taxation
    • Marketing
    • Growth & Profitability
    • Business Funding
    • Government Contracting
    • Cybersecurity
  • Solutions
    • Sole Practioners
    • Mid Size Accounting/Tax Firm
  • Hiring Options
  • About Us
  • Contact
  • Resources
    • Blog
      • AI & Accounting
      • Marketing
      • Staffing
      • Advisory Services
    • Checklists
    • Ebooks
    • Testimonials
  • FAQ
Schedule A Call
Advisory Services

5 Effective Strategies for Pricing Tax Preparation Services

The key to pricing tax preparation services is implementing models that ensure steady revenue while offering flexibility to clients.

Jaitee WazalwarJanuary 31, 2025
Staffing

Do You Need an Offshore CPA Back Office? 5 Ways to Find Out

Jackie launched her CPA firm back in 2012. After 11 years of running her firm, she finally made the leap to partner with an offshore CPA back office. Why?

Jaitee WazalwarNovember 19, 2024
Advisory Services

5 Steps to Start Offering Client Accounting Advisory Services ​

Before diving into Client Accounting Advisory Services, it’s essential to understand the steps involved to avoid making mistakes.

Jaitee WazalwarNovember 6, 2024
Advisory Services

CAS vs. CAAS in Accounting: What is Better?

Before we dive into comparing CAS vs. CAAS, let’s clarify what each one means. CAS is compliance, CAAS is compliance + Advisory.

Jaitee WazalwarOctober 30, 2024
Advisory Services

What CAS Accounting is (and is not)

The acronym CAS Accounting can mean different things depending on the context. In the realm of remote work, it often refers to Cloud Accounting Software. In traditional accounting, it’s typically about Client Accounting Services.

Jaitee WazalwarOctober 23, 2024
Advisory Services

Guide to Starting a CPA Firm Making 7-Figures with Fewer Clients

I’ve had conversations with hundreds of accounting and tax firm owners about their capacity and profitability challenges. A few of them trusted us as their staffing partner.

Jaitee WazalwarOctober 21, 2024
Advisory Services

Dealing with Scope Creep in Accounting Firm: A Practical Guide

We’ve all been there: what starts as a straightforward project balloon into something much bigger, straining your team, delaying timelines, and eroding your profits.

Jaitee WazalwarOctober 16, 2024
Staffing

Future of Accounting Industry: Trends, Technology and Beyond

A survey revealed that 96% of accountants believe automation is going to be a necessary part in future of accounting. Learn what trends will shape 2024.

Jaitee WazalwarJune 21, 2024
Credfino.com

Transformational growth for accounting and tax firms

Facebook Instagram Linkedin
Company
  • About Us
  • Contact
  • FAQ's
Solutions
  • Sole Practitioner
  • Mid Sized Firm
  • Large Firm
Services
  • Accounting & Bookkeeping
  • Taxation
  • Marketing
  • Growth & Profitability
  • Business Funding
  • Government Contracting
  • Cybersecurity Services
Contact
  • (617) 939 9065
  • info@credfino.com
  • 6 Liberty Square Boston, MA 02109

© 2025 Credfino.com. All Rights Reserved.

Credfino
  • Home
  • Services
    • Accounting and Bookkeeping
    • Taxation
    • Marketing
    • Growth & Profitability
    • Business Funding
    • Government Contracting
    • Cybersecurity
  • Solutions
    • Sole Practioners
    • Mid Size Accounting/Tax Firm
  • Hiring Options
  • About Us
  • Contact
  • Resources
    • Blog
      • AI & Accounting
      • Marketing
      • Staffing
      • Advisory Services
    • Checklists
    • Ebooks
    • Testimonials
  • FAQ
Schedule A Call