We can minimize taxes & maximize wealth
Welcome
Our Firm
Our Staff
Services
Client Login
Links
Calculators
Newsletter
Planning Tools
Track Refund
Contact Us
Survey
Payroll Checks
Feed back on CBS
Specializations
Netclient
Background Checks
Client Bookkeeping
Staff Login
 

 

 

 

Client Bookkeeping Solutions

 

Spend More Time Managing Your Business

 

Client Bookkeeping Solutions (CBS) is designed to help you manage your daily check writing, recording, and business bookkeeping needs so you can focus on running your business.  It offers you ongoing and immediate access to all your checking account balances for an up-to-the-minute picture of your cash flow, and helps you complete your bookkeeping with speed and accuracy.

 

We customize CBS for your business.  We work with you to determine which setup, options, and functions will work best for you.  We set up your accounting information so transactions transfer cleanly and completely into our professional accounting software.  Prior to transfer, we review any electronic notes you may have.  CBS organizes your information in a way that enables us to get a clearer, more thorough picture of your business performance and to produce the financial statements, reports, and/or analyses you need to make informed business decisions.

 

CBS gives you everything you need--full featured bookkeeping software that follows the accounting principles we use in our firm, along with advanced capabilities such as online banking, and an automated way to communicate questions or concerns with us.  With CBS, you can handle your day–to-day bookkeeping needs easily, and leave the more complex accounting to us, while you focus on making your business thrive.

 

CBS: Offering Advanced, Comprehensive Features to simplify your bookkeeping tasks and help you manage your business

 

CBS offers several helpful features that make it easy for you to accomplish your bookkeeping tasks as quickly as possible.  Some features shared by all CBS applications are:

 

  • Online Banking:  Perform online banking securely, including bill pay and fund transfers, for maximum convenience and speed.  Online banking helps you to manage cash flow, set dates for payment, and keep track of payments that have cleared (not to mention save on postage and envelopes).
  • Electronic Notes:  If you have a question about a transaction, attach a message to your transactions for us to review.  Electronic notes help to flag your questions or potential issues so that they receive immediate attention and action from us.  No more waiting for your questions to be answered.
  • Management Reports:  Print numerous informative management reports to help you make informed business decisions using up-to-date, relevant, and thorough data.
  • Layout Editor:  Create professional checks and forms using an intuitive WYSIWYG (what-you-see-is-what-you-get) interface to easily view your layouts as you design them.  You can also add your company logo and signatures to checks and forms.
  • Help:  Get answers to your questions quickly with the comprehensive help files.  You also have the option to call our office for free help anytime.
  • Security:  Ensure the confidentiality of your data with a  secure password-protected system

 

 

 

 

 

 

 

CBS CheckWriter:  CBS CheckWriter is the basic module of CBS.  It automates your check writing and daily bookkeeping functions, enabling you to keep track of your checkbook balances at all times.  CBS CheckWriter is intuitive and easy to use, significantly reducing your learning curve.  We will work with you to set up CheckWriter to work best for you.  Some things CheckWriter will do for you are:

 

  • Print checks individually or in batches.
  • Work with multiple checking accounts.
  • Quickly reproduce repeated periodic transactions.
  • Choose from predefined check layouts.
  • Record all account activity.
  • Add information on the fly.
  • Maintain running checkbook balances.
  • Distribute deposits and check amounts to as many accounts as needed.
  • Enter and print both regular checks and non-calculating payroll checks
  • Print mailing labels.

 

Simplify your accounts receivable processes

 

CBS accounts receivable automates your invoicing and billing functions, maintains receipts information, and tracks sales to give you an ongoing, accurate picture of your receivables.  CBS accounts receivable also significantly reduces data entry time.  You enter customer data only one time.  Once you have set up customers, invoice items, payment terms, sales tax codes, and optional sales persons, the appropriate invoice information automatically transfers into the invoice.

 

System requirements

 

CBS fully supports Windows 98 Second Edition, Windows 2000 Professional, and Windows XP Professional Operating Systems.

 

Processor/Memory

 

  • We recommend a processor speed of 600 MHZ or higher
  • An Intel Pentium III or Celeron (any penetration) processor, or an Athlon, Duron, or Thunderbird.
  • 128 MB RAM or more is required 256 MN of RAM or higher is recommended.
  • A CD-ROM drive, or a access to a CD-ROM drive for software installation (Not required for ASP clients.)  For instillations that are done via the internet, a high-speed internet connection is requires.

 

 

 

info@daireldentoncpa.com