Hunter Rademacher CSI Accounting & Payroll

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

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.

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.

CSI Accounting & Payroll was founded in the early 1960s by Al Clausnitzer, specializing in bookkeeping, consulting, and tax services for businesses that are too small to justify hiring their own accountants. Our goal is to help you outsource these services to stay current and compliant.

Business size: Small or Medium You need to be a small or medium-sized business that isn’t large enough to warrant having an internal accounting or payroll department. Essentially, this means your business is more than a hobby - it generates profits. Location: USA You need to have an operating location in the United States. We cannot service businesses in other countries. Industry: Any There is no industry requirement. We’ve had over 50 years to work with a variety of industries, so chances are we’ve run into a business or two that are similar to yours! Financial Position: Stable and Willing to Grow If you’re interested in monthly accounting services, you must be in the position to grow, not struggling to pay your bills. This is especially true for new businesses. Think of us as protein powder, not a Band-Aid. If you’re interested in payroll services, you must be able to pay your payroll taxes. You must also have the funds to run a payroll for your employees. Be sure that payroll is set to come out of the correct account so your employees can get paid! Values of a Client To justify the purchase of an item, you need to understand and appreciate the value. The same can be said when you partner with a service. To ensure CSI’s services are right for you, you should value the following ideas and benefits. Your business’s profitability and growth If you don’t value this, you likely won’t see the value in receiving monthly financial statements. Outsourcing With CSI, this means having the pressure taken off of you without feeling like you're losing control. Accuracy, timeliness, customer service, and communication These are all qualities that CSI’s accounting and payroll experts have that are ordinarily not found in an annual tax accountant or national payroll service. Monthly statements to gain financial analysis and advice You should be able to understand why monthly statements provide insight on your business, and you should have the faith in them to utilize the advice that your accountant brings forward. Setting aside time each month with your accountant to review how your month went and to plan for the future If you can’t make time to analyze your statements, you might as well not be working with a service that provides them! Tax planning, preparation, and filing to keep you in the tax loop year-round This helps you prepare for tax season ahead of time, and it helps you find potential ways to reduce what you owe. Doing your research on accounting options available to you. Check out our Learning Center to learn more about the basics, and be sure to research other solutions on search engines like Google or Bing. Agreements You also need to have a certain mindset when thinking of partnering with a service. To ensure a good working relationship between you and your provider, it’s critical that you agree on certain points. The following are some points that we should agree on. An annual tax accountant can’t provide hands-on advice throughout the year; they can only record your historical financial data. Monthly statements help you understand how your business is performing in real-time. They also help build a solid foundation for evaluating your business' health and guiding business decisions. Not all professional services are made equal. Some offer lower quality and less detail, and others offer higher quality and a more complete service package. It is up to you to decide which service level is the best match for your business. When it comes to accounting fees, you get what you pay for. Rather than moving away from a quality service in favor of a lower-priced one, consider what you can do to minimize your fees with a quality service first. Professional experience is invaluable when it comes to business services. An experienced accounting service will have a background of working with and offering professional advice on profitability, operating budgets, buying and selling businesses, and your industry in general. An experienced payroll provider will have experience with working with various payroll taxes, garnishments, and additional features, such as time clocks and reports.

We recently helped a home health care business who was paying sales tax when they did not need to, get back 190K.

Communication, Communication, Communication is so very important when looking for an accounting firm. Making sure they communicate and treat you like a priority is something you should be searching for.

Do you focus on working with business owners, rather than individuals? Do you know what the benchmarks for my industry are? Will you provide me with full support and take agent responsibility in the case of an audit? Do you focus on tax planning to help me year-round? Will you prepare and help me analyze my financial statements each month? Do you reconcile accounts every month and leave an audit trail? Do you do payroll in-house, rather than outsourcing it? Can I budget my accounting expense with fixed fees, or will you charge each time I call? Do you provide monthly consultations with all of your clients? Will you provide advice based on my financial statements?