Full-Service Accounting Firm Uses isolved for Clients' Accounting and Payroll Needs

Precision and Compliance Made Simple for a Trusted Financial Services Firm

If there's an accounting, payroll or tax scenario, chances are Christensen Essig has helped a business through it. Whether they're supporting a single service for a small business or acting as the full accounting department for a growing company, the firm uses isolved to reduce costs and complexity for its customers.

Based in Utah and known for its impeccable customer service, Christensen Essig manages accounts payable and receivable, payroll and tax preparation for small businesses and even serves as some clients' entire accounting department. Senior housing company Maple Springs is one of many Christensen Essig customers using isolved to help manage its four facilities and over 500 employees.

“Since working with Christensen Essig and using isolved People Cloud™, Maple Springs has doubled its number of locations and employee size,” said Dave Essig, managing partner of Christensen Essig. “Before isolved, we were using QuickBooks and then Sage and both were clunky, not easy to use and didn't have very many options. This level of growth would be difficult before isolved."

New Functionality and Smooth Implementation

“When we moved to isolved, it was eye-opening for our clients because they were used to having multiple, unconsolidated software systems. They didn't know all that functionality that even existed. With isolved, we help Maple Springs and others easily manage HR, payroll, and soon, benefits. Our implementation team has been fantastic. They clearly know the system and are some of the best people I've ever worked with.”

While most of Christensen Essig’s customers are small businesses with 30 or fewer employees who aren’t ready to bring HR and payroll in-house, the firm also supports organizations as they grow—all within People Cloud. As clients expand, Christensen Essig can scale their services without adding complexity, giving each business the support it needs at every stage.

“One of the things that impresses me about isolved is how well it serves the small business as effectively as it does the enterprise,” said Essig. “isolved's many different services and solutions that companies can grow into are beneficial, so we don't need to find different software as our customers grow. isolved is also super customizable. Any challenge we've taken to isolved, someone has been able to figure out what we need.”

Driving Growth with isolved

While growth can be predicted to some degree, the COVID-19 health crisis exposed many companies' digital readiness to meet the demands of a changing workplace and new legislation designed to help companies retain staff amid revenue changes. One such legislation was the Paycheck Protection Program (PPP), which came with intense reporting requirements that were nearly impossible to manage without a digital archive of data that could be easily called upon for reporting.

“When PPP came out, accounting firms saw a tremendous spike in activity because everyone went to their accountants to help,” said Essig. “Our firm filed 40 PPP applications in a year, and for clients on isolved, it was a walk in the park for both applying for the loan itself and for applying for forgiveness, due to the available reports within isolved.”

Legislation will continue to change, as will client needs, and Christensen Essig is confident it has a partner in isolved to navigate these changes.

“For us, our smaller clients just need payroll and don't need an HCM, but as they grow in size and complexity, we are there with isolved to manage those changes,” said Essig. “We've had nothing but a positive experience with isolved and are positive our business and our customers' businesses can grow together. We love the company. No complaints.”