FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
CSI Accounting and Payroll offers a variety of accounting and payroll services, and our pricing is based on your specific needs. We do not charge hourly, but rather have a fixed monthly investment that covers all of your accounting and payroll needs. This includes: Bookkeeping Payroll processing Tax preparation Financial statement preparation Consulting services
- What is your typical process for working with a new customer?
Initial strategy session: We will meet with you to discuss your business goals, current accounting practices, and areas where you need assistance. We will also provide you with an overview of our services and how we can help you achieve your goals. Entity structure advisory and guidance: We will help you choose the right entity structure for your business, taking into account your tax and legal liability concerns. Setup accounting system: We will set up your accounting system, including your chart of accounts and bookkeeping procedures. We will also train your staff on how to use the system. Frequent conversations on needs and progress: We will meet with you on a regular basis to discuss your needs and progress. We will also answer any questions you have about your accounting or taxes. Review prior tax returns and accounting records for completeness: We will review your prior tax returns and accounting records for completeness and accuracy. We will also identify any areas where you may be able to claim tax deductions or credits. Analyze financial information to provide business advice: We will analyze your financial information to provide you with business advice and help you make sound financial decisions. Complete prior accounting periods (back work): We will complete any prior accounting periods that are outstanding. This may include tasks such as reconciling accounts, journalizing transactions, and preparing financial statements. Make sure all compliance requirements are satisfied: We will make sure that you have met all of your compliance requirements, including tax filings and payroll reporting. Advise the owners on the most tax advantageous way for them to take money out of their businesses: We will advise you on the most tax advantageous way to take money out of your business, taking into account your individual tax situation. Review current chart of accounts: We will review your current chart of accounts to make sure that it is accurate and efficient. Advise the client of tax benefits that they are not currently taking advantage of: We will identify any tax benefits that you are not currently taking advantage of and advise you on how to claim them.
- What education and/or training do you have that relates to your work?
CSI Accounting and Payroll has CPAs and EAs on staff, which means that our team has a combined level of education and training that is unmatched by many other accounting firms.