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Dan Lucas

As the President of Credo, Dan Lucas advises clients with a CFO mentality, in all aspects of accounting, finance, tax, operational strategy and best practices. He also directs the Credo team in establishing the strategies for the growth of the firm and continually raising the bar on its standards of exceeding clients’ expectations.

When To Hire A CFO

by Dan Lucas | Jan 5, 2021 | Virtual CFO, Controller, CFO, Part Time CFO, Bookkeeper, Accounting, Credo

Is your business growing and evolving?
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Small Businesses Prepare for a Stressful Tax Season

by Dan Lucas | Dec 17, 2020 | small business, Accounting, PPP, CPA, loan forgiveness, business tax

The upcoming tax season may prove challenging for small-business owners who received the Paycheck Protection Program (PPP) loan. 
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PPP Loan Forgiveness Terms

by Dan Lucas | Dec 15, 2020 | small business, SMB, PPP, CPA, loan forgiveness, business tax

As 2021 approaches, small business owners who took advantage of the Paycheck Protection Program (PPP) during the height of the COVID-19 pandemic are looking to have their loans forgiven by the US Government. In fact, loan forgiveness was one of the most attractive attributes of the PPP...
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