All records and tax strategies are reviewed. We verify whether accounting procedures have been set up properly and look for all available tax-saving deductions.
Proactive, Scheduled Meetings and Strategy Sessions
Our Concentration is Specializing in Small Business Owners
Records Updated Monthly
Your Company’s Financial Snapshot is Always Current.
Client Knows Their Tax Liability 4-6 Months Before Due Date
It’s too late in March or April to search for tax savings! We proactively and efficiently search for your tax savings ALL YEAR LONG.
We manage your bookkeeping, taxes, payroll, tax planning, and business planning. Our entire team keeps every facet of your business running smoothly, all under one watchful eye.
Our Experienced Staff Knows You and Cares About You and Your Business
We want to be your trusted business and financial partner for life.
Flat Rate Pricing, Quoted Up Front, All Inclusive
We’ve Got A COMPETITIVE ADVANTAGE!
VIP Immediate EMERGENCY Access to Your CSBS Advisor
Contact us via a specialized procedure we provide only to VIPs!
Cloud-Based Bookkeeping Software
All your financial documents can be transferred securely to our office. Our clients get complimentary access to their accounting and bookkeeping data on our cloud computers. We provide software downloads and updates, and software training is available.
State-of-the-Art Technology Allows Us to Outperform Our Competitors
Cloud-Based Portal Communication Tool
Our cloud platform permits 24/7/365 immediate & auto-encrypted access to all documents, files, and communication with email notification. Your software and data are always available and retrievable from any location.
Our firm places a HIGH VALUE on your time. With any PC or mobile device, you can see, hear, and conference with us in real-time.
Email is a Secondary Communication Tool
How many unwanted emails do you plow through daily? Our technology notifies you directly and immediately and uses an importance scale to alert you to what needs to be read now or reacted to later.
We Employ Layers of Technological Resources to Propel Our Clients To Efficiency & Success
Advantages to Our Clients
Highest Levels of Security
Video & Screencast Communication Platforms
We send you videos so you can SEE AND HEAR US on your PC, cell phone, or other mobile devices. No more misinterpreting (voice mail messages, lengthy email explanations, snail mail communication) what we ask or share with you in regards to your documents! This saves time and increases efficiency.
Bookkeeping Worry-Free Accounting
Turn Over Time-Consuming Bookkeeping Tasks To Us:
Year-End 1099s, W2s
We are Accurate, Convenient, and Paperless!
You Have Access to Your Financials Anytime, Anywhere!
The CSBS Bookkeeping Advantage
Focus On Your Business Instead of Bookkeeping
Cost Savings By Eliminating On-site Clerical Staff
Simple & Secure Online Process
Convenient & Flat Rate Pricing
Bookkeeping Made Simple
Securely Scan Documents To Our Office
Our Bookkeeping Professionals Process Documents
All Financial Documents Delivered To You Online
Are you ready for a Fresh Approach to your Accounting Needs?
State of the Union Address
Owner Compensation Analysis
Financial Statement Review
We Proactively Call You
Avoid Costly Mistakes/Surprises
Structured, In‐Person Meetings
Year-Round Involvement & Advice
Comprehensive Tax Planning Checklist
Timely Guidance & Consultation
Up To Date Business Picture
Foundation for Effective Tax Planning
Year-Round IRS Compliance
Tax & Accounting Needs & Concerns
Your Company Profile
Specific Next Steps
Timely Tax Preparation
Business Returns Completed in January
Individual Returns Completed in February
Plan & Review Results in March
BREAKING UP is Hard to Do!
Review of the Last Meeting
Schedule Strategy Session
Call Us for a totally free business checkup.
Take One Step!
Your business can reap huge benefits by changing to a more future-focused, business-oriented accountancy firm – a firm that will help you reduce liabilities and avoid surprises. A quick consultation with us will reveal if you are getting all the services you really need. We understand the difficulties associated with change, and we will help you work through them should you decide to convert to our services. When necessary, we will write a letter to your current accountant explaining that you are leaving, and we will have your files sent directly to us. No awkward explanations or phone calls for you – just a better direction for your business’ future.