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Ready to see if CSI Accounting & Payroll is the right fit for your business? 

Outsourcing your accounting, or even switching accountants, is a big decision.

You probably have a lot of questions regarding how it may affect your small business. We want you to have all of the details to make an informed decision. The best way to do this is to have a candid conversation.

What to Expect From Your Consultation

During a call or in-person meeting, we'll cover your business needs, challenges, and goals. The focus of our discussion will be about your business and whether or not our services are aligned with your needs.

Essentially, we want to make sure you are comfortable throughout the process of partnering with a monthly accounting service, right from the first conversation.

Qualifications We Look For

We have found that certain businesses benefit the most from our services. Our ideal clients are small or medium-sized businesses with:

  • Over $10,000 in the bank and looking for a growth investment
  • $500,000 in revenue at this time or anticipated within the next two years
  • Employees on staff or looking to hire
  • A for-profit business model

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