Client Testimonials

A Reliable Partner for Business Success

"I’ve worked with Chad Plettl from CP Financial Services for a few years at my former employer and he’s great to work with on keeping financials in order and handling business needs.  When I decided to go into business for myself and open my own company I instantly hired Chad Plettl to help me take care of everything I needed in order to get my company started from tax forms to city and state application approvals to payroll.  Chad helps you get through everything so you have peace of mind that your business is being financially stable.  He’s very prompt, courteous, polite, and respectful.  He is also very good at researching and explaining so you can understand some of the technical things most people don’t understand.  I  believe keeping my business financials in the care of Mr. Plettl that I have the peace and mind to operate a successful company knowing my investment is safe in his care."  

- Adrian F
Trustworthy and Knowledgeable Support

"Chad has been very helpful. I don't have the time to juggle all the tasks required to run a business, and bookkeeping isn't my strength, so I knew it was time to get help from someone smarter than myself. I know Chad from a BNI group, and I have gotten to know, trust, and like him. My life has been less stressful since having Chad help me.Chad Plettl has been great to work with and is very knowledgeable. If you know anyone in need of bookkeeping services, Chad is a pro!"

- Jeff Carney
Exceptional Expertise
"If you're looking for an exceptional accountant, look no further than Chad Plettl. He is incredibly knowledgeable, detail-oriented, and always up-to-date on the latest tax laws and regulations. I trust him implicitly with all of my accounting needs, from bookkeeping to tax preparation to financial planning."

High-Quality Service at Reasonable Prices
"Chad understands that small business owners like myself have to work within a budget. He always goes above and beyond to make sure his services are affordable and accessible. His commitment to providing high-quality service at reasonable prices is unmatched."

Organized and Reliable
"Chad is incredibly organized. He is always prompt in responding to my emails and calls, and he keeps meticulous records of all our transactions. I never have to worry about missing a deadline or forgetting an important detail because Chad has everything under control."

Comprehensive Support
"Chad has helped me save money on taxes, streamline my bookkeeping processes, and make informed financial decisions for my company. I have recommended him to several of my colleagues and friends, and they have all been equally impressed with his work."

Educational Resources
"Chad's website is a great resource for small business owners. It's easy to navigate and full of helpful information about accounting and finance. I appreciate that he takes the time to educate his clients and provide them with the tools they need to succeed."

Highly Recommended
"Overall, I highly recommend Chad Plettl as an accountant. He is a consummate professional who truly cares about his clients' success. If you're looking for a reliable, knowledgeable, and affordable accountant, look no further than Chad Plettl."

- Susith D.

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