0
Client Reviews
$285 to $2K
Monthly Fixed Fee
$250K
Minimum Annual Revenue
N/A
Minimum Annual Income
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
CSI Accounting and Payroll’s ideal client is a small to mid-sized business owner who values accurate, timely financials and proactive advice. They typically have between 2-100 employees, face challenges with messy or outdated books, payroll complexities, or tax planning, and recognize the need for expert guidance to grow. These business owners may feel burdened by time-consuming manual processes, compliance risks, or inconsistent accountants. CSI’s ideal client is growth-oriented, seeking strategic financial visibility, whether they’re in industries like auto repair, healthcare, retail, construction, or professional services. They appreciate personalized, hands-on support from a partner who understands their industry and takes a proactive approach to ensure profitability, tax efficiency, and compliance.
Clients who wouldNOTbe a good fit
CSI Accounting and Payroll may not be the right fit for businesses seeking minimal, transactional accounting services or those only looking for the cheapest option. Companies with highly complex or enterprise-level needs requiring large in-house teams or sophisticated ERP systems may outgrow CSI’s small business focus. Additionally, startups or sole proprietors without consistent revenue, or businesses that prefer a hands-off, do-it-yourself approach to their finances, may not benefit from CSI’s tailored, high-touch service. Clients unwilling to collaborate, implement recommendations, or provide timely documentation could also face challenges with CSI’s proactive, relationship-based approach.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
$250,000
Client Specialties
Industries CSI Accounting & Payroll doesNOTserve
Services Offered
Service Pricing
Monthly Fixed Fee
$285 to $2,000
Meeting Options
In person meetings
Phone
Video meetings
CSI Accounting & Payroll's Tech Stack
About CSI Accounting & Payroll
At CSI Accounting and Payroll, we specialize in helping small businesses thrive by providing expert accounting, payroll, and tax solutions designed for growth and peace of mind. We understand the challenges business owners face—messy books, tax surprises, and time-consuming payroll—so we take that burden off your plate. With decades of industry experience, we deliver clean, accurate financials, proactive tax planning, and payroll that’s always on time. Whether you’re struggling with compliance, behind on bookkeeping, or looking for strategic financial guidance, CSI offers personalized solutions tailored to your business’s needs. Let us help you focus on running your business while we handle the numbers.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
