Financial Consultants in Alpharetta

“We are fairly new clients of Marc and Kelly. They were recommended by a friend. They have now managed our portfolio for a few years. In a very short period of
time they won our confidence by displaying their transparent financial strategy with very satisfactory results.“

“Was recommended by wife and her family which are longtime (20+ yrs) clients.
I am beyond satisfied .“

“Trish is very responsive and answers any questions I may have about my taxes. I highly recommend her.“

“IF ONLY I HAD FOUND CREDO YEARS AGO.As a business owner, there are a few things at the top of my list that could keep me up at night, knowing my business finances are intact are not one of those things thanks to the CredoCFO team.As a start-up founder, I did many of the things internally on my own for many years. It wasn’t until I made the decision to bring in a fractional CFO that I realized how many gaps I had in my business model through our accounting practices, budgeting, P&L, and of course, risk management.Working with the Credo team has been a game changer for ebm as we grew a national footprint and scaled quickly. Not having to worry about the financial operations side of the business was a huge life off our shoulders. As our needs changed, they were there to pivot and adapt as needed. It’s also important to say that their team truly gets excited about working with you (no boring green visors to deal with).I only wish I had started using them earlier on, would have saved a ton of time and aggravation. I highly recommend them and would be happy to speak with anyone about our experience with their team.“