It’s tough when you’re excited to start working with a new accounting firm, but they tell you they aren’t accepting new clients right now.
It probably took a lot of research to make your decision, and you’d rather go back to looking at other firms than be forced to wait for this one.
Spoiler alert! CSI Accounting & Payroll is different. Unlike our competitors, we’re always taking on new clients. After nearly 60 years of service, plenty of prospective clients have asked us:
Monthly accounting is a year-round service. We do accounting on a monthly basis and payroll for each pay period. The work is spread out, minimizing the work required at year-end and tax season.
Due to these shorter service cycles, new clients need us faster than people who only need annual service from tax firms. Since we have less of a busy period (unlike tax season at a tax firm when every client needs all of their work done), we have an easier time onboarding new clients at any time.
Our firm also has a history of great employee retention. With less time worrying about hiring and training, we have more time to onboard new clients. We also have a dedicated Onboarding Team to move clients along smoothly and confidently.
We want new clients to come in, and we have the service to support them. Read about who is a good fit to work with CSI.
Why does CSI always accept new clients when other firms don’t? If a business owner just wants their taxes done at a tax firm, they do it during tax season - when the firm is its busiest.
The firm is receiving a full year’s worth of items to process all at once. Not to mention, many firms also work with personal taxes, and this makes up a good portion of their work. It takes attention away from business clients. Plus, when firms have poor employee retention, they can easily become short-staffed. We speculate this is a primary cause of annual firms often being at full capacity.
Can anything be worse than an annual tax firm turning you away as a client when you need them? Yes. To many, it’s worse to be accepted as a client - and then ghosted when they get busy.
What if you have your eyes on a firm that says they’re too busy for you right now? Do you wait half a year for them to even start looking at your books, or do you move on? (Keep in mind, being accepted and put on extension doesn’t push back the date that any tax funds are due from you.)
We advise finding a different firm. Falling behind on your books creates an even bigger headache for when you’re able to get caught up, and falling behind on your taxes can result in penalties. At the very least, you’d be putting yourself in a frustrating situation by not getting timely service.
If you’re being neglected by your current accounting firm or are facing roadblocks in joining another, now is the time to switch to a firm that is ready to accept you as a client and begin the onboarding process.
After you’ve learned more about why CSI can take on new clients when annual firms often can’t, plus why it’s not the best plan of action to delay accounting service, you should feel more confident in exploring your options.
With CSI Accounting & Payroll always accepting new clients, it’s always a great time to find out if we can be a good fit for you. Click the button below to schedule a free consultation:
Not ready for a conversation yet? That’s okay! Learn more about the advice that a monthly accountant can offer you first: