CSI Accounting & Payroll

CSI Accounting & Payroll was hired by an entertainment company to handle their accounting and payroll needs after their previous payroll company folded. The company was seeking a friendly, flexible, and accessible service provider. They selected CSI based on positive online reviews and a successful in-person interview. The engagement involved working predominantly with a senior accountant and a payroll specialist from CSI. The billing was structured based on the number of transactions per month. The client appreciated CSI's confidence in achieving their goals and their suggestions on resolving specific issues. The partnership continues to this day, with CSI handling the company's business taxes and payroll needs.

An embroidery and screen printing company, Odditees Corp., hired CSI Accounting & Payroll to update their QuickBooks (Intuit) system. The company found CSI through a phone call and has been a customer for 15 years. They selected CSI due to their budget-friendly pricing, great culture fit, and aligned company values. The project involved one employee from CSI, Michelle, who successfully set up all the necessary information on the client's Intuit account and coordinated with Right Networks to complete the overall process. The software system was updated to 2024 for 2021, a process that went very smoothly, earning Michelle high praise from the client.

CSI Accounting & Payroll was engaged by the Law Offices of Oren D. Saltzman, LLC, to provide accounting, tax, and financial consulting services. The law firm found CSI through a referral and chose them due to their proximity and aligned company values. The scope of work involved sharing clients and customers for both accounting and legal work over many years. CSI has proven to be an excellent referral source, providing timely and appropriate accounting and tax advice to the law firm's clients. The clients referred to CSI have reported receiving excellent service, further solidifying the successful partnership between the two companies.