What Services Does CSI Offer?
January 24th, 2022 | 7 min. read

You care about your small business's profitability and growth. That means if your current services are unaffordable or not meeting your needs, it’s time to find an alternative. You're here because not all professional services are made equal.
At CSI Accounting & Payroll, we've spent nearly 60 years growing to be the small business owner's one-stop shop. You’re probably asking yourself, "What makes CSI so special? What do they do that my current bookkeeper, tax accountant, and payroll specialist don't?" Let's talk about it!
This article will cover the services we offer and how they vary from other solutions.

Expert Advice
Complimentary Business and Financial Advice
CSI uses your monthly statements to offer financial advice. We’ll set aside time each month to analyze your documents and review how your month went, and then we’ll plan for the future. This is a big reason why many businesses choose monthly accounting over an annual tax accountant.
While we also offer business advice to payroll-only clients, it's much more helpful to have monthly accounting statements to monitor your big moves. This is a key benefit to bundling payroll and monthly accounting together.
Free Resources for Small Businesses
We also offer free resources to help small businesses. We believe that they should have the information they need to thrive. Our website provides viewers with valuable content, whether they’re a client of ours or not. Check out our Learning Center for yourself!
Accounting
Bookkeeping: the Bare Minimum
Everybody knows that businesses are required to keep detailed financial records, so many businesses opt for basic bookkeeping. Did you know that there's another option? At CSI, we go beyond just record keeping to provide small business owners with monthly accounting.
Bookkeeping vs. Monthly Accounting
To put it in simple terms, bookkeeping is the process of data entry for mandatory records, whereas monthly accounting provides monthly financial statements.
Monthly statements help you understand how your business is performing in real time. These also help build a solid foundation for evaluating your business's health and guiding decisions. Most bookkeepers don't have the qualifications to offer this level of advice, if any. Don't make blind decisions leading up to tax season each year!
Get the Most Out of Tax Season
Meeting with an accountant once a year just doesn't cut it for business owners who are seeking growth. Annual tax preparers can only record your historical financial data, but our monthly accounting service includes tax planning, projections, preparation, and filing to legally minimize what you owe and avoid tax surprises.
Plus, your tax season will go off without a hitch if you're up-to-date with your accounting. At CSI, your books are ready to translate to your tax forms, and we only serve small business owners (so we don't get bogged down with thousands of walk-in individual tax clients, as most other firms do).
Experience: Unique Situations and Industries
An experienced service will have a background of working with profitability, operating budgets, mergers, acquisitions, and more. Not to mention, they should be extremely familiar with your industry outside of those topics. CSI has been guiding small businesses for nearly 60 years and offers accounting services that are tailored to over 20 different industries!
See our accounting services here.
Payroll
Payroll Management Options
We offer a variety of payroll management options for you. Choose from these various options for both you and your employees:
- Pay calendars
- Check delivery options
- Custom reports
Want more features? We also offer:
- Easy timekeeping solutions
- “Pay as you go” worker’s compensation insurance
- Retirement plans
- Pay card solutions
- HR support plans
Stay in Control: Accessible Reports
We want to take the pressure off of you, but we don't want you to feel like you're losing control. Our secure online portal provides convenient access to up-to-date financial data. Access payroll and tax reports for you, and get pay stubs and W-2s for your employees.
Don't Forget Payroll Compliance
Here's one of the most important parts of what we offer: guaranteed payroll tax compliance. We'll handle the details, including:
- New hire reporting
- Quarterly and year-end tax filing on local, state, and federal levels
- & more!
See our payroll services here.
Find Out What You’re Missing!
Don't trust just anyone with your business! Our client testimonials say it all; CSI Accounting & Payroll has the industry expertise and decades of professional experience to handle your unique challenges.
Did we convince you yet? If so, click the button below for a free consultation to see if we're a good fit for each other.
Not ready to talk? That's okay! First, you can learn more about what it's like to work with us:
This article was composed by a member of our staff who interviewed our experts to get the facts straight. Any uncited information found here came straight from a knowledgeable accountant or payroll specialist. We are dedicated to being a source of information and do not plagiarise from AI or other sites.