	COMPLETE THE CBSI NEW CLIENT PACKAGE - PAYROLL DEDUCTION or ACH AUTHORIZATION
		Self addressed envelopes for mailing receipts / Monthly bookkeeping instructions / List of tax deductible expenses

	CBSI will call you within 7 days
		Bookkeeper introduction and phone training - Q&A / Tax Info / Carrier or Corporate Sponsor Info.

	Mail to CBSI on monthly basis (in provided envelopes)
		All receipts for business expenses and settlement statements

	CBSI mails back to Client (within 2 weeks)
	1)	Monthly and YTD P&L Statement
	2)	Calculation of next Quarterly Estimated Tax Payment (state/federal)
	3)	Additional mailing envelopes for next month receipts
	4)	Expense Transaction Summary
	5)	Prior month expense receipts (organized how the IRS would want them in the event of an audit)

	Annually (income tax preparation)
	1)	CBSI will mail Tax Organizer in January
	2)	Customer completes and returns to CBSI with necessary back up info
	3)	CBSI mails completed State and Federal Tax returns for signature (mailing envelopes and additional copies will be provided) or E-FILES on your behalf

Ready to join us? Fill out our signup form online here!

RULE #1 – YOU ARE RUNNING A BUSINESS, NOT JUST DRIVING A TRUCK! CBSI CAN HELP!