DeFreitas & Minsky LLP is a full-service CPA firm based in New York, with offices in Jericho and Greenport. With over 70 years of dedicated service to a mix of individual and business clients, the firm focuses on strategic guidance rather than just numbers. They have cultivated many long-term relationships, emphasizing personal service and smart technology. Owner Manny DeFreitas leads the charge, and Melissa Madsen, director of tax and reporting, is an integral part of the key leadership team. As they transitioned to a more advisory role, they faced challenges in payroll efficiency, inconsistent systems, and difficulties in tracking year-end information. “Business is just much quicker today,” says Manny. “The client wants you to take care of all of it for them.”
Payroll is less manually intensive from a labor point of view for the client and for us. ADP, with their software, is able to produce everything we need so we can really advise our clients.
Manny DeFreitas,
Owner
DeFreitas & Minsky LLP
Challenges
- Managing client payroll and tax advisory was clunky, with client information dispersed across multiple systems.
- Providing real advisory services was difficult requiring a lot of manual work and time-consuming data gathering.
- Because client information was dispersed across multiple platforms, expanding their advisory services was nearly impossible without hiring additional staff
How ADP helped
- Through their partnership with ADP, DeFreitas & Minsky has transformed their service delivery model, managing their clients’ payroll, reporting, tax forms, retirement benefits, and workers’ compensation insurance all through ADP’s single platform, simplifying their access to client information and giving them the ability to provide truly strategic advisory services to their clients.
ADP Solutions
- ADP® RUN for Partners, ADP® Accountant Connect
Life Before ADP
Before ADP, the staff at DeFreitas & Minsky struggled to manage their clients’ needs with client information housed across multiple platforms, hindering their ability to provide accounting and advisory services to their clients in a timely manner. “Before ADP, payroll was clunky,” says Manny. And managing payroll wasn’t the only challenge. “The type of reports we would receive were all over the place,” says Melissa. "ADP really helped streamline that for us. At the click of a button, we can now access anything we need. ADP's platform is a one-stop shop — it helps us streamline payroll and focus on advising clients.”
