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What to Expect From Your Consultation

During a call or in-person meeting, we'll cover your business needs, challenges, and goals. The focus of our discussion will be about your business and whether or not our services are aligned with your needs.

Essentially, we want to make sure you are comfortable throughout the process of partnering with a monthly accounting service, right from the first conversation.

Qualifications We Look For

We have found that certain businesses benefit the most from our services. Our ideal clients are small or medium-sized businesses. Learn more by reading our article on Who is a Good Fit to Work With CSI.

"CSI is doing a really great job taking care of all the things I don’t know how to do and don’t want to do. You help us a lot. I would not hesitate to give your name to other business owners."

Will Dubois & Erik Dutcher, owners of D & D Autoworks in St. Louis Park