CSI Accounting & Payroll

Please describe your company and your position there.

I am the Director of Administration for a commercial janitorial company that serves the greater TwinCities area.

For what projects/services did your company hire CSI Accounting & Payroll?

Our previous accounting firm was difficult to work with. They would make mistakes but never own up to them or worse, they would blame us for the mistakes. We needed accurate bookkeeping, payroll processing, and tax filings that we could be confident they were accurate.

What were your goals for this engagement?

We needed a comprehensive solution for our many accounting needs. It is also very important to us that the people we are working with have a team member attitude rather than a "this is you and this is us" mentality.

How did you select CSI Accounting & Payroll?

We interviewed three accounting firms and we felt that CSI was the best one-stop firm for our bookkeeping, payroll, and tax needs.

Describe the engagement in detail.

After interviewing with the team we walked away feeling good with their team approach. They had solutions for our accounting needs but were also able to provide business consulting and HR services.

Describe their billing or cost structure.

They have al la carte pricing and our monthly cost is based strictly on our business needs.

What was the team composition?

We have two main individuals that we work with, one for accounting needs and one for our payroll needs. The people we met with in our sales pitch meeting are the same people we are working with today, 1.5 years later.

Can you share any outcomes from the engagement that demonstrate progress or success?

The transition to CSI was very long and drawn out due to a business partner separation within our company, no fault of CSI's. CSI was extremely understanding and helpful during the year-long transition. During this transition, we were required to continue using our old accounting firm through the separation. CSI graciously provided business advice to help us through the transition. Once we were able to fully switch over, CSI has always been thorough, responsive, and engaged with us and our business.

How effective was the workflow between your team and theirs?

The transition from the old firm to CSI was streamlined and effective. They provided clear and concise lists of information that would be needed and then followed up to keep us on track. We talk regularly and every time I call, they either answer or call me back minutes later.

What did you find most impressive about this company?

I have been impressed with how updated our accountant is with the ever-changing tax regulations during this COVID pandemic. Each time I ask him something about the relief plans he is already fully knowledgeable of the new requirements. I feel very confident with their advice and guidance.

Are there any areas for improvement?

I haven't found anything that I've struggled with yet.

Please describe your company and your position there.

A Medical Device Product Marketing Management Consulting group.

For what projects/services did your company hire CSI Accounting & Payroll?

Payroll services ongoing, but the big project this year was applying for and managing the PPP loan program during Covid. We were shut down for several weeks and Bret's group at CSI was wonderful in assisting and guiding us every step of the way.

What were your goals for this engagement?

The goal was to determine if we qualify for a PPP loan and then have someone manage the process for us.

How did you select CSI Accounting & Payroll?

CSI has been our trusted Payroll partner for many years and Bret's group is always available to answer questions. It was a no brainer to have them help us with the PPP loan.

Describe the engagement in detail.

Bret was quick to respond to our request and mostly thru email, his team guided us thru the process.

Describe their billing or cost structure.

Billing and cost structure are in my opinion a great value. We only pay for services used and the CSI team is fair with their billing.

What was the team composition?

Bret Asmussen was our go to person. He brought in others as needed.

Can you share any outcomes from the engagement that demonstrate progress or success?

Could not be happier with the outcome of the project. He successfully helped us thru the PPP process and now working thru forgiveness options.

How effective was the workflow between your team and theirs?

Again, Bret is always available for questions and responds quickly.

What did you find most impressive about this company?

We were amazed by the speed and the value of their service.

Are there any areas for improvement?

None

Please describe your company and your position there.

I am a psychologist and I have my own part-time private practice in addition to a coaching business.

For what projects/services did your company hire CSI Accounting & Payroll?

I hired CSI for accounting, tax, and bookkeeping services.

What were your goals for this engagement?

My accounting, taxes, and bookkeeping were a complete disaster since I started my practice in 2019. I needed them to get everything organized and up-to-date so I could actually see what my profit and loss looks like and begin to plan a transition out of my full-time job into my private practice.

How did you select CSI Accounting & Payroll?

I found them on Google- they had great reviews.

Describe the engagement in detail.

I met with their accounting manager twice so we could review everything that was plaguing me. They provided clear guidance on next steps. I also worked with their bookkeeper; she outlined everything they needed in order to organize my finances.

Describe their billing or cost structure.

I pay a monthly fee to them that is based on my average earnings over several months in 2020.

What was the team composition?

I mainly worked with the accounting manager and the bookkeeper.

Can you share any outcomes from the engagement that demonstrate progress or success?

I am so thankful for their guidance and expertise! They literally got everything organized and they were always very quick to respond and available if I needed anything at all or had questions. I'm really impressed with their customer service.

How effective was the workflow between your team and theirs?

CSI has a client portal that they use to send to-dos to me. I just upload any documents through the portal. It's really streamlined.

What did you find most impressive about this company?

They are incredibly professional, timely, and organized.

Are there any areas for improvement?

I really can't think of any areas they could improve upon at this time.

Please describe your company and your position there.

General manager for a growing media company

For what projects/services did your company hire CSI Accounting & Payroll?

Needed to streamline revenue coming in from our website

What were your goals for this project?

Communication and ease of use

How did you select CSI Accounting & Payroll?

They were very helpful throughout the process and worked with me to organize our team and website

Describe the project in detail.

Allowed us to convert to an online system

What was the team composition?

Worked with a project manager

Can you share any outcomes from the project that demonstrate progress or success?

My team couldn’t be happier

How effective was the workflow between your team and theirs?

It was beautiful. Loved the communication

What did you find most impressive about this company?

Their open communication and professionalism are impressive.

Are there any areas for improvement?

No

Please describe your company and your position there.

I am the President of JPF and Associates. We are Financial Advisors

For what projects/services did your company hire CSI Accounting & Payroll?

CSI handles payroll and accounting along with tax reporting on both the personal and business side

What were your goals for this engagement?

To focus on my business while they handle all the other necessary tax and payroll requirements.

How did you select CSI Accounting & Payroll?

Bryan has been a trusted accountant for me for many years.

Describe the engagement in detail.

We have developed a team approach for me clients. I refer my clients to him on a regular basis.

Describe their billing or cost structure.

I pay a monthly subscription fee to cover all of my accounting and tax needs.

What was the team composition?

I work with three members of the organization in the payroll and tax departments

Can you share any outcomes from the engagement that demonstrate progress or success?

As my business has grown, so have my needs. CSI has been there to assist with my increasing needs and recommending solutions. A great example would be the recommendation to incorporate.

How effective was the workflow between your team and theirs?

Work flow has been seamless

What did you find most impressive about this company?

They get things done efficiently and effectively.

Are there any areas for improvement?

No

Please describe your company and your position there.

Owner Spring-Green Lawn Care

For what projects/services did your company hire CSI Accounting & Payroll?

Accounting services

What were your goals for this engagement?

Retain accounting services throughout the year

How did you select CSI Accounting & Payroll?

Prior work with accountant

Describe the engagement in detail.

Meetings, phone calls, emails when needed to perform servcies

Describe their billing or cost structure.

Billed as services are ocmpleted

What was the team composition?

Team of accountant professionals

Can you share any outcomes from the engagement that demonstrate progress or success?

All work completed accurately and on time

How effective was the workflow between your team and theirs?

Effective workflow

What did you find most impressive about this company?

They are professional, easy to get a hold of, quick to respond to requests.

Are there any areas for improvement?

None