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CBS. Your Day-to-Day Business Bookkeeping Solution. Presented by:. James M. Sworzyn, CPA, P.C. Click to Continue. CBS.

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slide1

CBS

Your Day-to-Day Business Bookkeeping Solution

Presented by:

James M. Sworzyn, CPA, P.C.

Click to Continue

slide2

CBS

is a full featured bookkeeping system equipped with everything you need to accomplish your daily bookkeeping tasks – and does not burden you with unnecessary, overly complex accounting functions.

Click to Continue

slide3

An easy to use, cost effective solution, designed to work with you and with the software we use in our firm.

Generate and record checks quickly and automatically

Monitor account balances any time

Produce valuable management reports

CBS Modules

CBS CheckWriter

CBS PayCheck

CBS Accounts Payable

CBS Accounts Receivable

Click to Continue

slide4

CBS is ideal software because it is:

  • Customized- We tailor CBS to serve your precise business needs.
  • Easy to Use- To handle your day-to-day bookkeeping needs effortlessly.
  • Integrated– Designed to enhance the partnership between our firm and your business.
  • Supported - You rely on our firm as your technical partner.

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slide5

CBSisCustomizedto your business needs

  • We determine the CBS modules that best suit your accounting needs and your capabilities and add new modules as your needs change.
  • We set up your chart of accounts and vendor accounts with account numbers.
  • We tailor data entry with dropdown menus for common, recurring data you use frequently to save you time.

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CBSis integrated - designed to enhance the relationship between our firm and your business.

  • CBS works with the software we use in our firm. We customize it to serve your firm’s needs best. You get everything you need – and nothing you don’t.
  • Your transaction data flows directly into our software – there’s no possibility of transcription errors or loss of data.
  • If you run into a question or a problem, you call us – not a faceless 800 number.
  • We update CBS to grow as your business needs grow – it’s truly designed to grow with you.
  • We both work together to gain a more accurate and thorough understanding of your business picture.

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CBSis Easy to Use– You’re producing checks in no time!

  • Print professional-looking checks in one step.
  • Access checking account balances instantly, any time.
  • Produce custom management reports in a few keystrokes.
  • When you have a question for us, simply attach an electronic note.

Click to Continue

slide8

CBSisSupported– our firm is your technical partner

  • We install your system, customize it to work best for you, and help you get started using it.
  • We review your data before processing it, to ensure accuracy and consistency, with your business plans in mind.
  • We provide technical support whenever you need it.

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CBS/ASP– Using the Internet for Ultimate Convenience…

  • With CBS/ASP, access your CBS software via your private portal on our website 24/7 from any location.
  • We can access your transaction data for processing at any time. No data transfer is necessary.
  • We set up, upgrade and troubleshoot your software online – justlet us know and we can begin helping immediately.
  • Software updates are automatic and instant – you’re always using the most up-to-date version of the software.

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slide10

HowCBSWorks

  • We determine the CBS modules and capabilities that will serve you best,

and set up your system accordingly.

  • You enter transaction data, and send data to us at the

end of the processing period.

We review your data and notes, answer your questions, make necessary adjustments, and produce financial statements and reports.

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You write checks, recorddaily transactions.

You attach electronicnotes with questions.

We prepare financial statements, provide analysis and advice.

Your

Business

Send transaction data to our firm viaemail, diskette, orthe Internet.

Our

Firm

Wereview transactions,answer questions.

Your data transfers

directly to our

system – no transcription errors.

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slide12

CBSSpecial Features

Electronic Note – for questions or issues for your accountant

Management Reports – use these reports to:

Make informed decisions

Monitor checkbook balances

Keep track of cash flow

• Online Help

Searchable PDF user guides

Step-by-step procedures to help you perform specific tasks

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slide13

CBSCheckWriter

The basic module for CBS: Automates check writing and monitors checking account balances.

Record all account activity quickly and easily, including bank deposits, debits, credits and transfers.

Maintain running balances.

Choose from 14 different cash flow management reports.

Print checks individually or in batches with or without reports.

View multiple checking accounts at one time while working.

Add information on-the-fly during data entry for new accounts, employees and vendors.

Much more!

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Using CheckWriter, you can also:

Choose from predefined check layouts or customize your own.

Print one or multiple checks instantly.

Include MICR encoding, firm logos, and signatures on your checks.

Review all amounts onscreen before printing your check.

Use the online check register to quickly recall any transaction.

List vendors as payees to quickly produce checks.

Click to Continue

slide15

CBS -

CheckWriter

Checkbook

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slide16

CBSPayCheck –

Quick and easy payroll processing – With CBS PayCheck you can:

Print checks directly from the data entry window.

Customize checks to accommodate employees who want to withhold amounts at higher rates.

Review all calculated amounts onscreen before printing your check.

Update benefit accruals on-the-fly.

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slide17

CBS

PayCheck-

Update

Benefit

Accruals

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WithCBSPayCheck you can also:

Define deduction items based on the total number of hours worked.

Set up templates of default information to facilitate setting up new employees.

Find specific transactions or view all transactions through the onscreen context list.

Produce 11 different payroll reports.

Forward time-sensitive payroll information to your accountant instantly.

Much more!

Click to Continue

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CBSAccounts Payable

Manage cash flow more effectively with an ongoing and complete picture of your payables.

With CBS Accounts Payable you can:

Automate your accounts payable system to minimize data re-entry to save time

Maintain a complete record of current open balances, including what’s been paid and what’s owed.

  • Automatically track payroll liabilities (when using

CBS Accounts Payable with CBS PayCheck).

Designate fixed expenses as recurring payables for automatic notification of payment dates.

Click to Continue

slide20

CBS Accounts Payable–

Payable Distributions

Data Entry

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slide21

CBSAccounts Payable also allows you to:

Record payables, track cash requirements, and produce aging reports.

Handle vendor-issued credit memos.

Accommodate handwritten checks and cash payments after-the-fact.

Override pre-calculated information at any time to accommodate special circumstances, such as a change in discount amount.

Choose from 6 cash flow management reports

Much more!

Click to Continue

slide22

CBSAccounts Receivable

Automate your invoicing and statement processes to ensure more timely collections with CBS Accounts Receivable.

With CBS Accounts Receivable, you can:

  • Edit transaction records and account information, remove customer payments as needed,

and enter invoices and cash receipts after-the-fact to maintain accurate accounting of

all sales activity.

Automate your receivables to reduce repetitive tasks and reduce work hours.

Enter pending transactions for review before accepting the data as “final.”

Produce up to 12 management reports, including aging schedule, customer ledger, and transactions list.

Click to Continue

slide24

CBS–The ideal, easy to use, day-to-day bookkeeping

software for you…

Helps you organize and manage bookkeeping information easily

Saves you time and enhances productivity

  • Offers advanced Internet options for maximum

efficiency

  • Is custom designed and supported by us, your

accounting firm and technical partner

Click to Continue

slide25

CBS

Manages Your Bookkeeping So you Have More Time to Manage Your Business.

Click to End