Credfino
visit site- Undisclosed
- 10 - 49 employees
- Boston, MA
Client Insights
Industry Expertise
50%
25%
15%
10%
Client Size Distribution
Small Business (<$10M) 25%
Midmarket ($10M - $1B) 50%
Enterprise (>$1B) 25%
Common Project Size
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Clients
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Highlights from Recent Projects
Credfino was hired by a bookkeeping and tax services company to assist with detailed daily operations and coordinate with the operations team to provide client services in a timely fashion. The company owner found Credfino through a referral and chose them for their great culture fit and aligned company values. Between two and five Credfino employees were assigned to this project. Their monthly duties included categorization, reconciliation, and account reviews, as well as alerting the operations team about any issues, such as disconnected accounts or unusual account activity. The owner appreciated Credfino's consistent communication throughout the project.