<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=351166518341071&amp;ev=PageView&amp;noscript=1">
Skip to main content

Insurance Accounting Service


Get insurance accounting off of your plate and receive monthly bookkeeping, financial statements, advice, tax planning, and annual taxes. Don't forget payroll!

Insurance Service Page - Hero

Insurance Service Categories


CSI Accounting & Payroll offers a small portfolio of specialized services that we believe are critical to the success of insurance agents.


Specialized Insurance Accounting

Instead of worrying about your accounting and payroll, outsource to experts with independent insurance agent and agency experience.

We advise on your industry's unique challenges - like commission-based pay and travel reimbursements, variable cash flow and large expenses, and high turnover - and focus on claiming all of your deductions to minimize your taxes.

Doing Your Own Accounting

Insurance Services FAQs




Why should insurance agents outsource monthly accounting?

How can CSI improve my tax season?

Can I just use the bookkeeping portion of CSI’s services and continue using my annual tax accountant?

Why should insurance agencies outsource payroll?

Can CSI help motivate my workers?

Better Accounting Starts Now

To find time to grow your business, you need to get accounting and payroll off your plate and under one roof. Using multiple providers for these services means poor communication, extra work, and frustration. 

There's a better solution. Outsource your accounting and payroll with one experienced company, just like thousands of our satisfied clients did.

CSI Accounting and Payroll sign