While we’d love to work with everyone, we know that it’s not so simple.

If we onboarded every person who showed an interest in our services, we’d spend too much time trying to make them into the right fit, and we wouldn’t have enough time to provide quality service to the people we’re supposed to be here for. Plus, working with the wrong person isn’t beneficial to them either; signing a contract to pay for services that aren’t a good match for their business is no joke!

We acknowledge that our services are not the best solution for every business, much like how not every business is an ideal client for us. However, when working together is the right fit for both parties, we can come together to use monthly financial statements to monitor and grow your business, run your payroll efficiently while you maintain as much or as little control as you like, or both! Continue reading to learn about the technical components, values, and beliefs that it takes for us to be a good match.

When you own a small business, you’re hands-on. You want to play a part in every aspect of operating your business, even if that just means having some oversight on the parts that are a little out of your comfort zone. For many business owners, that means accounting. That’s why the next largest concern – if you’re already considering outsourcing monthly accounting – is the price tag.

At this point, you know the differences between your current accounting solution and outsourced monthly accounting. You also know what your current solution costs, but does that mean you’re paying the average rate?

The answer isn’t simple, but we’ll break down our pricing structure so you can get a better idea of what our service might cost you. It isn’t “one size fits all”, so your service level will be based on your company’s needs.

Do you hear from your annual tax accountant at all outside of tax season? Do they check in with you or work on tax planning with you? If not, then you likely don't have any sort of tax projection in place. This means that you have no idea what your tax season is going to look like ahead of time.

Tax projection is not required, of course, but if you had the opportunity to look into a crystal ball, wouldn't you take it? At CSI Accounting & Payroll, we work with our small business clients year-round to ensure their taxes go off without a hitch. Don't walk into tax season with your eyes closed!

Most small business owners, when dissatisfied with their payroll provider, will switch providers only during certain times. Some wait until the end of the quarter, while many others choose to wait until the end of the year. Here, we discuss the reasons why they choose to wait, even when they're in a bad situation with their payroll - and why they may not need to.

If you don't have an accountant, you might ask the IRS for tax advice. However, the IRS's online FAQs may be unclear or need to be applied to your unique situation. With limited hours and representatives, you likely face long hold times before you reach a live person - if you ever do.

Luckily, we know of a tried and true method to get you through the IRS phone systems. Follow the steps in this post to help speed up the process.

Running a business is a lot of work! When you're just getting started, one of the things you need to consider is owner's compensation - or how to pay yourself for your time and effort. How should you take the money? When should you start paying yourself? How much is too much or too little? We consider these questions here.

To succeed, your company must be profitable. When you own a small business, you need to be aware of your financial health, and this is done through tracking KPIs (Key Performance Indicators).

An important one that's easy to calculate on your own is your break-even point. In this blog, we cover:

• What is a break-even point, and why is it important?
• How do I conduct a break-even analysis?
• What are other crucial KPIs, and how can I track them?

A common concern for small business owners is missing a payroll during the process of switching payroll providers. You know that your employees work hard, and they deserve to be paid on time!

What are the common reasons why payroll could be missed while switching? Let's walk you through it.

It can be hard to keep up with tax law changes while running a small business. Luckily, CSI Accounting & Payroll is on top of it! We'll help keep you informed about important details that may affect your business.

You may know that in July 2019, the Taxpayer First Act became law. Here are some updates that are coming in 2022 and 2023, if issued as formal regulation.

With so many businesses turning to COVID-related remote work over the past year and a half, employees are feeling as though they have fewer things tying them to a certain area. Because of this, many employees have begun to relocate. What does this mean for employers?