Services - Credfino

Reimagine what your firm can do!

CredFino’s research and innovation driven approach helps your accounting/tax firm create new business verticals and drive revenue growth.

Accounting and tax businesses need to add new high value services like government contracting, business funding to offer to their existing, prospective clients to grow and capitalize on market opportunities.

MORE REVENUE

Just with your existing clients

Advisory Services

Offer tax planning, business funding, cybersecurity, exit strategy, start-up consulting & advisory.

Upsell More

Engage with existing clients with targeted campaigns to promote new business areas and services.

OUR SERVICES

Built for Your Firm's Growth

Government Contracting

Research, bid for large government contracts which are fit for your accounting and tax firm and create a multi year growth trajectory for your firm

Business Funding & Grants

Create a high growth service area for your accounting firm by offering business funding services to your existing and prospective clients

Marketing & Sales Support

Deploy right marketing strategies for growth, scale your teams, create the right marketing and sales processes for your accounting/tax firm

Branding & Web Design

Build a differentiated positioning, unique brand identity, highly functional and conversion focused website for your accounting/tax firm

Accounting & Tax Offshoring

Improve your firm’s profitability by offshoring your accounting and tax work at a fraction of the staff cost with dedicate remote staffing services

Cybersecurity Services

Add cybersecurity as a service area for your US CPA firm and offer cutting edge solutions and services in a fast growing industry

Done for you lead generation

Credfino helps you setup marketing and sales strategies that drive contextual, result driven campaigns and create processes for predictable and consistent growth.

TESTIMONIALS

What our clients say about us

CredFino has helped me rebrand my accounting practice and helped me with content marketing in a way that has resulted in phenomenal engagement and organic lead generation.

Amy Richardson

Property Tax Queen

The team at CredFino has been instrumental in helping Jackman Professional Accounting set up multiple new business avenues like government contracting, business funding, tax planning and others.

Barry Jackman

Jackman Professional Accounting

CredFino has helped us in delivering CFO services, accounting through remote staffing from their offshore delivery center. This has helped us to scale our services and have higher margins.