Client Bookkeeping Solution (CBS ASP)
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Client Bookkeeping Solution (CBS ASP) is a small business accounting package offered by CPAs for small business clients. The software is a viable option and upgrade to QuickBooks accounting software. Like QuickBooks, it is not a fit for all small businesses. This solution is not a fit for construction contractors requiring job costing, or retail organizations requiring a large level of inventory management or control.
Please contact us at 337-528-aCPA(2272) to discuss your small business accounting software options and what is right for your small business.
Client Bookkeeping Solution Free Online Training for Clients! Contact our office for login information
CBS ASP gives you more time!
Client Bookkeeping Solution (CBS ASP) 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 ASP can help maximize Business Productivity!
With Client Bookkeeping Solution (CBS ASP) you will:
• Focus more on running your business—and spend less time on bookkeeping.
• Use intuitive, easy-to-use software to accomplish your daily bookkeeping tasks.
• Rely on a trusted resource—us, your accounting firm—when you need help or have a question.
The CBS family of software includes six easily integrated modules to help you efficiently and effectively manage
your check writing and bookkeeping, including:
• CBS CheckWriter
• CBS PayCheck
• CBS Accounts Payable
• CBS Accounts Receivable
• CBS Financial Statements
• Intercept Direct Deposit
CBS ASP offering advanced features to simplify your Bookkeeping
Client Bookkeeping Solution (CBS ASP) 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—you can be sure the data we’re using is accurate.
• 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 system help files. The built-in help also includes
searchable user guides and training aids.
• Security—Ensure the confidentiality of your data with a secure password-protected system.

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