Helping You & Your Business Grow.

Growing your business can be a struggle. You already have so many different aspects of your business to focus on and it can be a challenge to make sure you are doing everything correctly on the financial side of your business. That is why we decided to specialize in helping non-profit companies take their business to the next level. Our mission is to help you focus on running your business with the peace of mind that your accounting and advisory services are being handled by a company that understands your needs.

Your Financial Expert.

Chad Plettl

Founder & President
Experience and Expertise

Chad Plettl, the captain of CP Financial Services, boasts over 16 years of experience in accounting and financial services. His deep understanding of business finances makes him a seasoned expert in navigating the complexities of bookkeeping, payroll, business setup, and cost reporting.

A Passionate Entrepreneur

Driven by a dream of living differently and a passion for helping others achieve the same, Chad founded CP Financial Services in 2017. His entrepreneurial spirit and dedication to client success have made him a trusted partner for small to medium-sized business owners.

A Fisherman's Approach to Finances

Chad's love for fishing extends into his professional life, where he helps clients cast their nets wide to capture financial success. Whether it's meticulous bookkeeping, precise audits, comprehensive clean-ups, or strategic financial coaching, Chad's expertise ensures your business is always sailing smoothly.

Mission and Vision

Chad's mission is to guide business owners through the financial waters, helping them reel in growth and stability. Dive into financial success with Chad Plettl and CP Financial Services, where your business's prosperity is our priority.

Education and Specialties
  • Education: AAS Degree in Business Management from Aaker’s Business College
  • Specialties: Bookkeeping & Bookkeeping Advisory Services

Experience the difference with CP Financial Services, where our three-step method is just the first cast towards your business's success.