Client Testimonials

"If you're looking for an exceptional accountant, look no further than Chad Plettl. I have had the pleasure of working with Chad for several years now, and I can confidently say that he is one of the best in the business. Chad is an expert at what he does. 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. One of the things I appreciate most about Chad is his commitment to providing high-quality service at reasonable prices. He understands that small business owners like myself have to work within a budget, and he always goes above and beyond to make sure his services are affordable and accessible. Chad is also 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. I have used Chad's services for all my business needs, and I couldn't be happier with the results. He 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. Chad's website is also 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. 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.


"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
Grow Your Business

Today is the day to build the organization of your dreams! Let’s talk about how optimizing your financial processes can take it to the next level.

Get Started