Accounting
Less than $10,000
Jan. 2021 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They get things done efficiently and effectively."

Mar 9, 2021

President, JPF & Associates LLC

Jeff Filipek

Financial services
Vadnais Heights, Minnesota
1-10 Employees
Online Review
Verified

A financial advisor hired CSI Accounting & Payroll to provide payroll, accounting, and tax reporting services. The goal is to help the client focus on their core business.

Thanks to CSI Accounting & Payroll's assistance, the client is able to cope with his business' increasing needs satisfying the company's expectations. The team exhibits a seamless workflow. Customers can expect comprehensive accounting support.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I am the President of JPF and Associates. We are Financial Advisors

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire CSI Accounting & Payroll?

CSI handles payroll and accounting along with tax reporting on both the personal and business side

What were your goals for this engagement?

To focus on my business while they handle all the other necessary tax and payroll requirements.

SOLUTION

How did you select CSI Accounting & Payroll?

Bryan has been a trusted accountant for me for many years.

Describe the engagement in detail.

We have developed a team approach for me clients. I refer my clients to him on a regular basis.

Describe their billing or cost structure.

I pay a monthly subscription fee to cover all of my accounting and tax needs.

What was the team composition?

I work with three members of the organization in the payroll and tax departments

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

As my business has grown, so have my needs. CSI has been there to assist with my increasing needs and recommending solutions. A great example would be the recommendation to incorporate.

How effective was the workflow between your team and theirs?

Work flow has been seamless

What did you find most impressive about this company?

They get things done efficiently and effectively.

Are there any areas for improvement?

RATINGS

5.0

Accounting
$200,000 to $999,999
Jan. 2007 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 4.5

Willing to Refer: 5.0

"They are professional, easy to get a hold of, quick to respond to requests."

Mar 9, 2021

Owner, Spring-Green Lawn Care

Rob Leiner

Utilities
Bloomington, Minnesota
1-10 Employees
Online Review
Verified

A lawn care service partnered with CSI Accounting & Payroll in order to provide accounting services for their business.

The CSI Accounting & Payroll team successfully completed all of their work on time with their effective workflow. The company was most impressed by the team's professionalism, adaptability, and responsiveness throughout their partnership.

CSI Accounting & Payroll

50+ years of small business services

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