CSAW Associates
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
Who they say they serve: salons, auto repair (self-reported, from the firm's own website)
0 of 5 answered from a dated source.
Documents 4 of 5 core services; IRS preparer record found for a named person.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | CSAW Associates | home page Sep 26, 2026 | |
| Website | https://www.couleebookkeeping.com/ | home page Sep 26, 2026 | |
| Office locality | Onalaska, WI | home page Sep 26, 2026 | |
| Phone | +16087792143 | home page Sep 26, 2026 | |
| Offers bookkeeping | Documented: CSAW Associates - Coulee Region Bookkeeping and Tax Skip to content Home We help small business owners succeed with timely... | home page | |
| Monthly bookkeeping | Documented: ...QuickBooks Support & Reconciliation QuickBooks setup, cleanup and training, plus monthly reconciliation of bank, card, loan and merchant accounts. QuickBooks training is also... | /our-services | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...monthly financial statements (P&L and balance sheet), reconciliation, and cleanup and catch-up bookkeeping. Payroll We run your payroll in QuickBooks Online Payroll, which files... | /our-services | 5 pts (max 5) |
| Payroll coordination | Documented: ...you can use. Reconciliation: Bank, card and merchant accounts matched every month. Payroll: Through QuickBooks Online, in any state. Taxes: Tax preparation and filing from people... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Payroll Services Personal and business tax preparation and consulting Banking Financial Statement Preparation Compliance Consulting Budgeting You can combine any of these services... | /our-services Sep 26, 2026 | 6 pts (max 6) |
| Industries served (documented) | salons, auto repair | home page | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Christine Louise Metcalf · Annual Filing Season Program record (on the IRS record) · business name on the record: CSAW Associates LLC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Onboarding described | Documented: ...the Gilbert Brown Foundation; Chris and Bill were recognized by the Foundation in 2018. How it works Consultation · Setup or cleanup · Ongoing service · Regular check-ins Get in... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...you can actually use: timely, relevant and reliable financial information, including monthly financial statements (P&L and balance sheet), reconciliation, and cleanup and catch-up... | /our-services | 4 pts (max 4) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-26 (Firm's own website): AP / AR (0 pts, max 4); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not documented. Checked 4 pages of the firm's own site on 2026-11-08 (Firm's own website): What is included / excluded (0 pts, max 5); Named contact / team (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Accounting Examining Board license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Christine Louise Metcalf under the business name 'CSAW Associates LLC' in Onalaska, WI. The record lists: Annual Filing Season Program record. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
Data limitations
- 20 of 21 evidenced items come from CSAW Associates's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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