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5 Ways to Get the Most Out of Your Accountant

Apr 26, 2016 8:44:00 AM / by Brian Paulson posted in monthly accounting


Having a great accountant by your side is an invaluable resource. However, business owners don't always realize that accountants can be used for more than annual tax preparation or periodic financial snapshots. To get the most out of your accountant, use them as a trusted resource to grow your network, gain new insights, and learn best business practices beyond the numbers. 

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Did Your Small Business File for an Extension This Year?

Apr 19, 2016 8:44:00 AM / by Burt Monroe posted in monthly accounting, taxes, payroll, bookkeeping


Depending on the health of your business, the decision to file for a tax extension this year may have been for good reason. You may have experienced unexpected growth that led to more complex tax obligations, or you realized you’re just too busy working on your business at this point in the season to accurately process the required forms. These are valid reasons to file for an extension and a good indication you’re ready for professional accounting services moving forward.

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Tax Time is a Teachable Moment

Apr 14, 2016 8:34:00 AM / by Brian Paulson posted in monthly accounting, taxes


Small business owners are under a lot of pressure during the annual tax season. But once you've prepared and filed your forms, take a bit of time to learn from the process to prepare for next year. It's helpful to evaluate your process and your accountant's performance (if you used one) to determine if a higher level of service is right for your business.

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3 Reasons to Pull Bookkeeping, Payroll, & Accounting Under One Roof

Mar 24, 2016 8:34:00 AM / by Bob Warner posted in monthly accounting, restaurant accounting


You may be keeping the books for your restaurant in-house, which takes a certain number of hours each day, week, and month. You may also have someone on staff or in your immediate family handling the accounting needs. At some point, maybe you decided to outsource your payroll or you installed a new point-of-sale system to track hours. Shortly thereafter, as your business began to grow, you found another service to handle tax preparation and filing.

This type of piecemeal approach for handling your financials can sneak up on you in a hurry. And while you may be making the right decisions in the moment, such an approach is not ideal for long-term profitability and growth.

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Welcome to Our New Website

Feb 25, 2016 8:17:00 AM / by Brian Paulson posted in monthly accounting



We’re pleased to announce the launch of our new website for CSI Accounting & Payroll.

Our goals for the new website:

  • provide users with a simple yet engaging layout;
  • more effective navigation and pleasing user experience;
  • improved access to the site across mobile devices;
  • more information for clients and prospective clients to learn about our services and team;
  • and to address common questions visitors may have about accounting and payroll for their small businesses.
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