Sundar Kasyap Review from Google

5.0★

Sundar Kasyap's Review Sourced from Google

Our small clinic in Texas was struggling with billing and insurance claims. Invensis’ Revenue Cycle Management services turned that around quickly. Claims are processed faster, and denials have decreased. They're professional, easy to work with, and understand the U.S. healthcare system inside out.

Prem Kumar Review from Google

5.0★

Prem Kumar's Review Sourced from Google

We partnered with Invensis Inc for eCommerce support, and it's been a game-changer. Our order processing, returns, and customer service have become faster and more accurate. The team is responsive, US-business savvy, and really understands online retail. Highly recommend for any U.S.-based business looking to streamline operations.

Marya Samuelson Review from Google

1.0★

Marya Samuelson's Review Sourced from Google

CSI Accounting may try to spin this by saying they offered me a new accountant or that taking onboarding fees from my account—after our relationship was terminated—was warranted. It was not.The truth: I received no tax advice, no business guidance, and no real onboarding. The only thing they provided was payroll, which I paid for separately. My assigned tax person came to our meeting without reviewing my file, admitted to being new to the systems, and openly struggled to use them.Charging me for this is indefensible. Withholding services, then helping themselves to my business account after termination, destroyed any trust. Whatever they claim, the fact is simple: I paid for services I never received.I hired CSI Accounting to support my business with the expectation of receiving high-quality service based on their confident promises. Unfortunately, the experience was deeply disappointing. Despite the strong sales pitch, they failed to deliver on key aspects of their service.When I raised concerns and requested a fair negotiation regarding payment for services that were never rendered, they abruptly ended our relationship “effective immediately.” I then began formally disputing those charges through my American Express account. Rather than respond to the dispute in good faith or allow the process to play out, CSI took an entirely inappropriate step: they bypassed the dispute process and directly accessed my business checking account—without my consent—to withdraw the same funds.This withdrawal occurred more than a week after our business relationship had already been terminated and without any form of authorization from me. I did not give permission for this transaction, and their actions represent a serious breach of both trust and professional ethics.

Derek Zschokke Review from Google

5.0★

Derek Zschokke's Review Sourced from Google

CSI has done a great job handling our payroll services. Everything is always done on time. Online tools are smooth and intuitive, and our rep, Emma, does a great job helping us stay compliant with new laws and regulations. She saved my butt this week when I entered my payroll but forgot to submit it. Thanks Emma!

Calli Brown Review from Google

5.0★

Calli Brown's Review Sourced from Google

I have used CSI for all of my payroll, bookkeeping and accounting needs for over one year now. I also use them for my taxes, both personal and business.I really appreciate the fact that it is all in one company. They all work as a team and support each other in their roles. Burt, my accountant, has been instrumental in my growing business, taking the time to really hear my concerns and answer all of my questions. He provides me with insightful ways to save money and build up my business. Alex, our payroll specialist, is spectacular. Alex manages a very very complex payroll (everchanging) with such grace and support. Bert, our payroll specialist supervisor is awesome, and jumps in when needed. My books are always concise, thank you, Erin, and questions needing answers are relayed to me in a way that works for my busy schedule. I would recommend CSI to any business looking for that type of personable and knowledgeable support for your growing business. Thank you, CSI. Here is to another year of growth!

Faithful Companion Pet Cremation Services Carolinas Review from Google

5.0★

Faithful Companion Pet Cremation Services Carolinas's Review Sourced from Google

Jonathan, Beth, Brad, and the team at Greer Walker are professional and highly knowledgeable. We used them to clean up our books, as our company had grown quite quickly. For accounting services, business advising, and tax planning, Greer Walker is a great choice!

Nathalie leblanc Review from Google

5.0★

Nathalie leblanc's Review Sourced from Google

I just wanted to share how great Diane is!!! She is quick to respond and truly has me and my company's best interest at heart. She even answered a email on a Sunday morning! I wasnt expecting a response until the following day. I am so happy I went with Appletree Services. I have to do a shout out to Kelly as well! Both are sweet and professional.

Grayson Phillips Review from Google

5.0★

Grayson Phillips's Review Sourced from Google

The Appletree team is great. I’ve used them for multiple services, qofe to bookkeeping, and the experience has been top notch. Everyone from the accounting team (shoutout Diane & Jacquelyn) to the owner is invested in our success. I’d recommend them to anyone buying and/or running a small business. I almost want to buy another business just to go through the Appletree experience again.

Mike Romanowicz Review from Google

5.0★

Mike Romanowicz's Review Sourced from Google

We absolutely love working with Appletree Business. Kirsten and Rachel are incredible — responsive, thoughtful, and just a joy to collaborate with. Before switching to Appletree, we had a bloated, expensive CFO solution that was way more than our small company needed. Making the switch was one of the best decisions we’ve made. Appletree gives us clean, clear reporting, super fast turnaround on any changes, and most importantly, it feels like working with real people who care. If you're still stuck with an overkill CFO setup, do yourself a favor: fire them and hire Appletree.