CSIA Financial Checkup ‎


Healthy, Wealthy and Wise:

The CSIA Financial Checkup

Valuable financial and accounting services from the CPAs at Clayton & McKervey 

The CSIA Financial Checkup program is designed exclusively for CSIA members to provide valuable financial and accounting services at member pricing with a firm experienced in the business of system integration: Clayton & McKervey.

Through the CSIA Financial Checkup program – available only to CSIA members -- Clayton & McKervey offers support in four key areas:

  • Tax Planning
  • Performance Metrics
  • Cash Management
  • Accounting Systems

Starting at just $950, Clayton & McKervey has a variety of packages to meet your unique needs, including your budget, business goals and level of readiness. 

Insurance
Coverage tailor-made for those pivotal control system integrators.
Legal Services
Access to quality legal advice from lawyers who understand your industry.

CSIA Pulse
Designed to give you ready-access to relevant business metrics.

Talent Retention Toolbox
Track your company's compensation practices with the toolbox.