A monthly accountant can offer many types of advice. They identify common problems and solutions, as well as examine your situation and uncover opportunities.
Businesses that only work with an annual tax accountant are often plagued by:
Communication issues. This is even more true if you work with multiple companies.
Shrinking business. There's no such thing as staying the same; you're either growing or you're shrinking.
Compliance and customer service problems. National providers are known for poor issue resolution.
On the other hand, here's what happens if you work with CSI.
We resolve issues and offer advice quickly.
We proactively offer growth and profitability advice.
Your dedicated expert knows your business inside and out.
Our accounting service combines the monthly activities - bookkeeping, financial statements, and consulting advice - that lead to a better tax season. You'll have expert insight into tax savings and business decisions. Plus, with so much time back in your hands, you have the power to do what you do best: operate and grow your business.
Will Dubois & Erik Dutcher, owners of D & D Autoworks in St. Louis Park
Matt Banker, owner of BankerCreative
Paul Jasa, owner of Jasa Enterprises of Minneapolis
When you follow these steps to partner with CSI Accounting & Payroll, you get to work on your business — rather than in it. That means having more time to work on growing your business and increasing your profitability instead of coordinating with the service providers who are supposed to be saving you time and effort.
Submit the consultation form, and an expert will reach out shortly to schedule time to meet.
Receive a customized quote based on your company’s accounting activity and the complexity of your financial statements.
Use our expert advice - paired with the time you gained back - to focus on growing and improving your business.
Monthly business advice is part of our monthly accounting package and not a separate service. We are willing to accommodate some one-off, large consulting projects, but they would not be able to be based on your current accounting data if you are not a client. Contact us for more details.
Common advice categories include:
Setting KPIs
Your accountant can be reached by call, text, or email and will respond promptly at no extra fee. This remains true for most one-off questions! However, as communication ventures into professional consultation project territory, we will need to prepare a contract outlining what we will cover and what it will cost you. You won’t face any surprise fees here.
Tax strategy is critical to your tax season. An annual tax accountant can’t meet with you year-round to implement tax planning and projections, but a monthly accountant can! Legally minimize your tax liability and know exactly what you’ll owe months in advance by using these strategies.
We have a series of onboarding meetings in which we can address some basic questions. The more general questions can be tackled quickly! However, the best, most customized advice comes into play once we’ve had the chance to work with your accounting data.
Pave your path to less stress and more confidence. If you're ready to talk to an expert, schedule a consultation today!