About CSI Accounting & Payroll

We acknowledge that our services are not the best solution for every business, much like how not every business is an ideal client for us. You’re a good fit to work with CSI if:

• You are a small or medium-sized business
• You are located in the United States
• You are financially stable
• You value your business’s profitability and growth
• You want to outsource and receive monthly financial statements and advice
• You value great communication, accuracy, and timeliness
• You see the value in year-round tax strategy

Our accounting service includes:

• Monthly bookkeeping and financial statements
• Proactive monthly advice, plus extra communication as needed
• Tax strategy, preparation, and filing

Our payroll service has options to add-on the following:

• Payroll features, such as timeclock solutions and showing PTO on paystubs
• Situational payroll, such as for new hire reporting and employment verifications
• Employee retirement plans
• HR solutions

We want to focus on reasonable service offerings, meaning maximizing efficiency and minimizing fees. Because of this, we currently do not offer:

• Bill pay
• Invoicing
• Job costing
• One-off items (personal financial statements, business valuations, and financial audits)

Accounting and payroll go hand-in-hand. When information about one is needed by the other, you have to pass information back and forth if you’re using different providers. If an accounting department and a payroll department are within one company, your accountant can advise your payroll specialist. Plus, your accountant needs your payroll information every month.

With a smaller company, you’ll receive better customer service for both of these areas. Plus, they tend to have payroll specialists employed much longer, meaning less time you need to spend getting acquainted with a new contact.

Not to mention, CSI Accounting & Payroll adds an extra incentive to bundle with us by offering a discount if you do!

Yes! Three major ways how this can occur are proactive tax savings, accurate and current records, and streamlined payroll.

To learn more about the fees for our services, check out our service pages. Other savings that you may want to know about include:

• Your annual taxes are included in your monthly accounting fee
• You get a discount for bundling our accounting service and our payroll service
• Your subscription fee is covered if you currently use or let us help you switch to Xero accounting software
• There are no additional charges for reaching out to your accountant or payroll specialist with questions