What Happens in CSI’s Monthly Accounting Meetings?

Updated 9/29/2026

If you’ve just started researching business accounting options, you may not be very familiar with the monthly accounting process.

What’s the point of meeting more than annually, and what do these meetings cover? 

These are valid questions, especially if you’re used to only working with an annual accountant. Some business owners believe that an annual accountant provides enough service, but others see room for improvement in their accounting service and seek a more consistent approach.

CSI Accounting & Payroll is that consistent approach. Our monthly accounting services focus heavily around handling the accounting for you and bringing it all back together in the form of our monthly meetings. 

This article will briefly explain:

• What these regular meetings are like.
• What kind of discussions we’ll have.
• What our dedicated tax planning meetings are like.

Regular Meetings

When Do Regular Meetings Take Place?

Our regular meetings occur up to once per month as needed after onboarding is completed. They can occur at any time of the month, depending on when you want to schedule.

If you love meeting monthly or just have a lot of questions, then at the end of each meeting, you can schedule your next one. Otherwise, you can reach out to your accountant via call, text, or email at any time with one-off questions. This advice is included in your monthly investment.

How Long Do Regular Meetings Last?

Our meetings often last around 30 minutes to help us stick to the most important information.

That doesn't mean we have a hard stop! We're happy to chat until all of your priority questions are answered, and you can contact your accountant between meetings if more topics come up.

What Do We Discuss in Our Regular Meetings?

There is no set agenda for these meetings because every client’s needs are different.

Most of our clients want advice based on the financial statements that we create for you each month. These follow your trends with profits, bank accounts, loans, and how you can leverage yourself. For example, your Profit & Loss Statement shows if revenue is up, down, or flat. We can advise you on smoothing out inconsistencies throughout the year. Plus, your Balance Sheet shows your cash flow, and we can tell you if you’re taking the right amount of money out of your business.

We can also cover the outlook for your business, your growth plans, and your challenges. Our experts can also handle a wide variety of other topics at your request, including ones related to your industry. Check out some common advice topics by clicking this button:

It's not just regular meetings. We also meet to plan for tax season! Since this is such an important topic, we'll talk about it next.

Tax Planning Meetings

Meetings about taxes can be part of your regular meetings, or they can be separate. It depends on how much advice you want or need at that time.

We typically have at least two major tax discussions per year: A spring one and a fall one.

Spring Tax Planning Meeting

The spring meeting takes place in April or May and is a reflection on how you did from a tax perspective and where you’re starting the next tax year.

If you owed a lot in taxes, we can make a plan to prevent that for the next tax year. The same goes for if you received a large refund and would prefer to have that money to use throughout the year instead.

Fall Tax Planning Meeting

The fall meeting takes place in October or November and is a preparation for the upcoming tax season.

We’ll talk about business strategies to help you lower your tax bill, such as making purchases for your business, taking a look at your withholdings, and paying or holding off on expenses. It's also a good time for a tax projection.

If you only work with an annual tax preparer, you'd be lucky to have one meeting like this per year... at your request. They don’t typically help you plan or prepare for the next year.

Know What to Expect from CSI's Meetings