Case Study: DeFreitas & Minsky achieves streamlined advisory services and payroll efficiency with ADP

Transforming challenges into advisory opportunities The DeFreitas & Minsky story

DeFreitas & Minsky, a New York-based full-service CPA firm, was looking to move beyond traditional tax work and offer more advisory support, but payroll was clunky, client data was scattered across multiple systems, and year-end reporting was time-consuming. The firm turned to ADP, using ADP® RUN for Partners and ADP® Accountant Connect to help streamline client payroll and reporting.

ADP implemented a single platform that brought payroll, tax forms, retirement benefits, workers’ compensation insurance, and reporting together in one place. As a result, DeFreitas & Minsky gained faster access to client information, reduced manual work, saved significant administrative time, and improved their ability to deliver proactive advisory services without adding staff.

DeFreitas & Minsky