CSI Accounting & Payroll Provides Unmatched Service to Small Businesses
I’ve spent the past decade trying to hold onto the reins of a rapidly growing (but would still be considered relatively small) business. I had a steady flow of customers, and I had dreams of expanding.
But behind the scenes, my admin couldn’t keep up with bookkeeping, my accountant was unreachable unless it was time to file my taxes, and I didn’t really have a grasp on my numbers throughout the year.
I thought I could hire a bookkeeping service and maybe even an advisor, but it was hard to justify the cost for what I’d be getting. Then I heard about monthly accounting, and while I was searching, I found CSI Accounting & Payroll. Here’s a list of CSI’s services from their website:
- Accounting services
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- Monthly bookkeeping & account reconciliation
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- Monthly financial statements
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- Proactive monthly advice, plus extra communication as needed
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- Audit representation
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- Tax strategy, preparation, & business tax filing
- Payroll services
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- HR packages
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- Timekeeping
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- 401(k) for small businesses
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- Workers compensation insurance
They had tons of good reviews and a great website that told me everything I wanted to know. I even used their price estimator. Their monthly accounting service was in my range and was a better value than hiring a consultant and a bookkeeper, so I requested a call. From the get-go, CSI made things easy. There was no pressure to work with them, even though it was clear that I was their ideal client.
I decided to move forward a couple of years ago, and I got instant value. My accountant answered my biggest questions and even gave me some tips to improve my cash flow and to keep my taxes low. They always answer my calls or give me a call back quickly.
Even tax season is easy now. My accountant communicates with me about exactly what I need to do (and when). We meet in the fall and talk about how much I’ll owe in taxes, and we also meet after my taxes are filed to reflect on how everything is looking.
I should also mention that they only do business and personal taxes for their monthly accounting clients. This means I get much more scheduling flexibility with them, and they’re always current with business tax laws and processes.
Recently, I decided to add CSI’s payroll service to the mix. I was already using a different service, but since I knew that CSI had great customer service and would offer me a discount for adding their payroll service, it seemed like a no-brainer. So far, I’m very happy with how my payroll specialist communicates, and payroll is accurate and on time.
I can’t imagine going back to what I used to be doing. CSI has taken so many tasks off my shoulders and given me the insights to harness my success. If you own a small business in any industry, I recommend CSI Accounting & Payroll.
