Insurance Accounting Service

Chances are, you probably already outsource your accounting - to an annual tax accountant, that is. Outsourcing monthly accounting brings bookkeeping and tax filing together, but it also includes:

• Year-round tax strategy to minimize what you owe in taxes
• Monthly financial statements to guide you
• Monthly bank and credit card reconciliation 
• Monthly meetings with your accountant to get personalized advice
• Unlimited contact with your accountant at no extra cost
• Sales tax returns filed on time and accurately

While your industry might not get too much value from monthly statements if you run a small operation, we can still greatly improve your outlook for tax season.

Between CSI's proven tax strategy, our efforts to adjust estimated quarterly payments, and our 50+ years of insurance tax deduction knowledge, you're set up for success with our team.

No, this does not align with our business structure. Our monthly accounting fees include the cost to file annual taxes, and monthly accounting is made up of monthly bookkeeping, financial statements, and advice.

Often, small insurance agencies don't have many workers on payroll.

However, once you grow your team and running payroll takes up time, energy, and effort that you can't prioritize over other aspects of running your business, it's time to hire a payroll service.

A good, reputable payroll service provider will, in an accurate and timely manner:

• Pay your employees
• Pay your payroll taxes
• Prepare your W-2s
• Handle all weekly, monthly, quarterly, and annual compliance with the state and federal government

Plus, if you've been facing those pesky IRS penalty notices, a payroll service will stop them.

Yes! In high-turnover industries, you can still improve your workers' job satisfaction.

We can motivate your workers through commission structures customized to your agency's needs, plus offer benefits like 401(k) plans!