Learning Center

Article

Is Paying $750 a Month for an Accounting & Tax Service Expensive or Fair?

What’s a good deal for accounting services? You can’t compare apples to oranges, so it all comes down to how many things they include. Let’s compare...

Article

Monthly Meetings vs. Quarterly Check-Ins: Which Works Better for CSI Clients?

Did you know that even with a monthly accountant, you don’t need to meet every month – and for some clients, occasional meetings are more ideal?...

Article

Scammers Target Payroll Services, Too! Here’s How We Fight Back for Our Clients.

When scammers aim for your payroll provider, YOU may pay the price. Once your money is gone, it’s gone, so make sure your service knows their stuff....

Article

What Happens Before You Hire CSI? Our Sales & Consultation Process Explained

What's keeping you from scheduling a consultation with CSI? For many, it’s the fear of the unknown. Let's discuss why we offer free consultations,...

Article

Who Will I Work With, and When? (Sales, Onboarding, & Services Moving Forward)

When small businesses hire a service, they typically talk to many people through sales, onboarding, & beyond. However, with CSI, there's one direct...

Video

"DIYing" Small Business Accounting: Smart Move or Costly Mistake?

Thinking about doing your own accounting for your small business? 🧾 While DIY accounting may save you money, it can also lead to bigger issues down...

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