CS Financial & Accounting Services, Inc.

Clients

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Featured Client Success Story

In an effort to share many great success stories, and as a thank you to our clients, we will feature a client profile on our website every month. These profiles consist of a brief bio-testimonial and a short photography session; all completed by Janine Domingues-Vasquez, an amazing local photographer and writer who will help us with this initiative. We will announce each featured client on social media with a link to our page and theirs. Stay tuned!

 
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Janet Lee, Poké Master

Janet Lee’s life changed in a yoga class. The Duke business school graduate took her instructor’s gentle reminder to “do what you love and take care of your body” and turned it into her life’s mission. The next day the food-lover gave her 30-day notice and planned her move from corporate sales and management into the restaurant industry. ZenFish Poké Bar in Durham was born. She knew she wanted to create a space full of love and inclusivity. Two values important to every aspect of Janet’s life. “Do good. Eat well.” is the ZenFish Poké Bar motto. Janet named her Signature Bowls after the values she holds dear: courageous, kindness, grateful, compassion, and veggie. Janet described some of her challenges as asking for help, delegating tasks, and finding funding. Since the beginning, she was used to doing all the financial tasks herself which ate up a lot of her time.

Working with CSFAS has allowed Janet to focus on the bigger picture. They are accommodating, responsive, trustworthy, and dependable. “If it weren’t for this accounting team, I wouldn’t be able to expand to a second location,” says Janet. For Janet, having clean financial records means knowledge and good decision-making. CSFAS helps ensure that the financials are healthy and running smoothly; handles all the monthly sales tax and analyzes where the business might be overspending. Patricia and her team are always willing to explain and teach, which Janet appreciates. “We want to keep the business profitable,” says Janet. Fresh, local ingredients, a strong team, and balanced books are key ingredients for Janet’s success.

 

 

More Client Success Stories
 

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Jeffrey L. Austin, Elder Law Attorney

Austin’s small business is a one-man shop with support staff that help with operations, administration, and finance. Some challenges he faced at the start were creating a time management system, accounting and bookkeeping tasks, and administrative work. He spent two years doing most of the work himself but within two years Austin was introduced to Patricia Villa and CS Financial & Accounting Services Inc. (CSFAS) by a trusted local business owner. Austin hired the team for their knowledge, professionalism and high level of customer service. The CSFAS team provides support by overseeing client billing, managing time sheets, making bank deposits, and more. CSFAS advises Austin on taxes and business growth. Austin states, “Patricia and the CSFAS staff give me clean financial records that help me budget appropriately, do projections, and much more.” Now he spends two hours every week reading his business financial reports and other tasks that only he can complete. The rest of his new-found time is now allotted towards big picture planning, self-learning, and client work. Austin says he appreciates “that Patricia and the entire team give such personalized attention, always make time for clients, and are so customer-focused.” To learn more about Jeffrey and his work, please visit http://www.jeffaustinlaw.com/.