Hired 11 times
53 years in business
(Central Time Zone)
Mon - Fri
8:00 a.m. to 6:00 p.m.
Credit card, Cash, Venmo, Paypal
Michael M.Jan 10, 2019VerifiedCSI Accounting & Payroll's reply
Thank you for your help!Aug 30, 2017VerifiedCSI Accounting & Payroll's reply
An absolute in-depth knowledge. Great professional!Sep 22, 2018VerifiedCSI Accounting & Payroll's reply
Lee at CSI provides top-notch services for all your business needs. He really goes above and beyond for all his clients and cares about your needs and will find solutions that work for you. True professionalism and expertise in the industry. I highly recommend working with him and CSI Accounting & Payroll.Dec 19, 2018CSI Accounting & Payroll's reply
Thank you Lisa, your review means a lot! You deliver top-notch service, extra-mile effort, and best in class results—in every.single.interaction you have with clients—you are a pleasure to work with!
Lee was so much help. My business is currently growing and I needed a company that is on top of my accounting needs. Lee set my mind at ease about the transition.Oct 30, 2018CSI Accounting & Payroll's reply
Thank you Lori. You do amazing work and are a pleasure to work with!
Photos and Videos
- What should the customer know about your pricing (e.g., discounts, fees)?CSI Accounting & Payroll provides accounting, tax planning/filing, business profitability advice, and bookkeeping services on a monthly flat fee basis. Our flat monthly fee includes many things, not the least of which is your business's annual tax return filing (no separate fee for the end of year return). Our pricing structure is fair, and equally applied to all of our clients. Your monthly rate depends on the complexity of your business's accounting needs (there are specific criteria for this) and the amount of accounting activity that will be involved (again this is based on specific criteria and is not subjective). It is very quick for us to determine your rate with a little bit of information from you. Our pricing structure is the same for all of our clients and there are no hidden fees, gimmicks, fake discounts, etc. All of our services are month-to-month with no long-term commitments (motivating us to constantly earn your business to keep it), and we review your rate at least once per year to make sure it is in line with the work we are doing (this can mean your rate stays the same, increases, or decreases). **Our monthly accounting/tax services are discounted if we also are providing payroll service. This discount often covers a very substantial amount of the monthly payroll cost. Our payroll services are very competitively priced even before the discount with our accounting service. Our rates are often comparable or better than those of large national providers, without requiring you to sacrifice any services, in fact you get the benefit of working with a local payroll provider, an assigned payroll processor, combined with the expertise that comes from distributing thousands of payroll checks each month to hundreds of local business clients. Our payroll rates are determined the same way for all of our clients -- so they are transparent, reasonable, and not confusing with promotions, teaser rates, or "discounts" off of inflated starting rates. Your rate is determined based on the number of employees on payroll, how often you pay them, whether you offer direct deposit or not, and a couple other very quick and obvious factors. I can get you a payroll quote in minutes.
- What is your typical process for working with a new customer?For those interested in our monthly accounting, bookkeeping and tax planning/advice services, the first step is typically an in-person meeting (a brief phone call or email may precede this), so we can discuss the business's current needs and desires, what we offer that may meet those needs, and go over some limited paperwork to scope and provide a proposal/price/quote for our service. For a payroll quote an in-person meeting is preferred, though the work can often be done largely or completely via phone and email. A quote for payroll services can be prepared within a few minutes. After a new client signs up with CSI Accounting & Payroll the assigned accountant and/or payroll manager reaches out within 24 business hours to set-up a 'getting started' meeting(s). For our monthly accounting clients, there are typically either two or three 90 minute meetings where the accountant reviews your business's needs, plans, and a variety of documents to set the stage for a successful working relationship. For payroll-only clients, the set-up meeting may be in-person but sometimes is taken care of via phone and/or email instead depending on the client’s needs and preference.
- What education and/or training do you have that relates to your work?I have over 18 years of experience in business and client development in the accounting, legal, and insurance industries.