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Accounting & Payroll Services

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Accounting & Bookkeeping

At CSI Accounting & Payroll, we mean business. We specialize in small business accounting and bookkeeping, so our clients can focus on growing their businesses.

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Tax Preparation & Planning

Don’t spend more on taxes than you should. Our tax experts will help you be as tax efficient as possible while ensuring that you are also in full compliance. No surprises. No extensions.

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Business Consulting & Advisory Services

We will help you interpret your financial records and reports to improve your profitability. Year-round service and planning are only a phone call away!

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Payroll & HCM Services

We offer simple, affordable payroll services and technology for small businesses. 100% accurate, on time, and compliant. Let us focus on your payroll, so you can focus on your business.
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Technology

We implement the latest technology to help save time and provide the level of service you expect.

 

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Cloud Accounting Services

Our team members are Certified Quick Books Pro Advisors and Xero Pro Advisors. We are committed to helping our clients efficiently and effectively use these tools to achieve clarity and valuable insights into business performance.


As a small business owner, it’s important to be able to spend your time doing the things that you are good at: the ones that will grow your business.

You didn’t start your business because you have a passion for bookkeeping and accounting, but as the owner, those responsibilities fall on you. It can feel like your business is running you instead of the other way around. 

It doesn't have to be that way.

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The good news is you don’t have to do everything.

At CSI Accounting & Payroll, we help small business owners save time and money by providing monthly accounting, bookkeeping, and payroll services. Our accountants can provide guidance in all areas of business finances, including business strategy, tax planning, franchise purchases, and more.

 

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Clean Up Your Books

When it comes to bookkeeping and accounting, we've got you covered for a fixed, low monthly fee.

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Strategic Planning For Your Business

Your success is our success. We offer unlimited profitability advice as part of your monthly service.

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Stay In Compliance

We guarantee payroll tax compliance and handle quarterly and year-end local, state, and federal tax filings.

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Automate Payroll

Choose from a variety of pay calendars, check delivery options, and custom reports.

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Access Reports 24/7

Stop waiting for important information! You'll have immediate access to financial reports using our secure online portal.

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"CSI has helped our business be more efficient and grow. Now we have a real idea of what is going on every month and up to the minute in our business."

-Scott Fares
"I came to CSI with a book keeping nightmare, but everyone at CSI was so great in helping me get organized and on track. I couldn't be happier."

-Jodie Time
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Initial Strategy Session

We start by looking at all of your business structure, accounts, compensation, and most recent tax returns to identify areas for improvement. Then we will review your current internal bookkeeping procedures and make recommendations.

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Monthly Accounting

We take over your financial bookkeeping and provide you with monthly reports. In most cases, we get statements directly from credit card companies and banks, and you can email any additional documents that are needed. We host your QuickBooks file so that we don’t have to email files back and forth. We regularly review your accounting information for accuracy, balance the books and bank accounts. You can always call, email, or request an in-person meeting so that we can answer any of your questions.

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Tax Planning & Preparation

We handle all state and federal tax filings on your behalf, including corporate tax, sales tax, and property tax. We meet at least twice a year to minimize your tax liability through tax planning. We help you to take advantage of every credit and deduction available to you, and we have an IRS audit protection guarantee.

The first step is easy; get started today!
MEET WITH AN ADVISOR
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Payroll Setup Meeting

We start by collecting your employee information, payroll history, and year-to-date information. Then we set up the new payroll system according to your needs. We make it easy for you to switch by inputting the data for you.

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Get Your People Paid

Every pay period, we do direct deposits or send paychecks to your employees. We also handle payroll taxes, retirement funding, child support, and garnishments if needed. You will receive a custom report each pay period showing you exactly where you're at. 

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Quarterly & Annual Filings

We handle your quarterly and annual payroll tax filings for you, so you never have to worry about falling behind or being surprised by unexpected taxes at the end of the year.

The first step is easy; get started today!
MEET WITH AN ADVISOR
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Small Business Accounting Kit

Get a jump on tax preparation and accounting for your small business! Your 2020 tax year information should be put together before you file in 2021.

The Small Business Accounting Kit includes:

  • Payroll checklist
  • Tax return calendar
  • Tips on how to read and use your income statement, balance sheet, and cash flow statement 
  • Advice on when to contact your accountant
Get the kit
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