Office Automation Solutions For the Interment Industry

Serving Funeral Homes, Cemeteries, Combination Properties, Trust Companies, and Banks

 

Software products

Cemetery sales contract management

· · Installment contracts

· · Open sales contracts

· · Automatic sales tax, finance charges, credit life, trusts, care funds, commissions, cost of sales

· · Trust income and expense allocation

· · 15 different categories of income and expenses available per pre need product sold

· · Co-mingled as well as fixed rate calculations and allocation

· · 1099’s, 1041 Returns & State Returns

· · Merchandise deliveries

· · Trust fund Withdrawals

· · Automatic interface to property and burial management

· · Automatic tracking of merchandise and services owed with interface for purchasing

· · Automatic creation and interface of all general ledger entries

· · One step cancellation procedure allowing for four types of cancellations

· · Optional merchandise inventory control

· · High end report writer included

· · Payment bank debit ACH software included

· · Coupon books

· · Statements

· · Credit/collection module included

· · Delinquent letters, notices and reports.

 

Property and burial record management

· · Maintains property inventory for sale

· · Burials

· · Sold preneed no burials

· · Deeds

· · Transfers

· · Repurchases

· · Disinterments, reinterments

· · Merchandise and services owed and provided associated to graves

· · Direct interface to sales

· · Direct interface to third party mapping software

 

Mortuary sales management and pre need funeral accounting

· · Installment contracts

· · Open sales contracts

· · At need funeral form processing

· · Automatic sales tax, finance charges, credit life, trusts, care funds, commissions, cost of sales

· · Trust income and expense allocation

· · 15 different categories of income and expenses available per pre need product sold

· · Co-mingled as well as fixed rate calculations and allocation

· · 1099’s and grantor letters, 1041 Returns & State Returns

· · Merchandise deliveries

· · Trust fund Withdrawals

· · Automatic creation and interface of all general ledger entries

· · One step cancellation procedure allowing for four types of cancellations

· · Optional merchandise inventory control

· · High end report writer included

· · Payment bank debit ACH software included

· · Coupon books

· · Statements

· · Credit/collection module included

· · Delinquent letters, notices and reports.

 

General Accounting

· · Complete general ledger package with financial statements included

· · Complete accounts payable package with check writing and 1099’s included

· · Open item balance forward A/R with point of sale available for related businesses such as flower and gift shops

· · Payroll and human resource management

· · Complete payroll including check writing, direct ACH deposits, vacation accrual and sick time accrual

· · Flexible deductions including IRA’s and 401K’s

· · Quarterly reports and year end W2’s

· · Distribution and manufacturing

· · Purchase orders and receiving

· · Inventory management

· · Bill of Materials

· · Customer order entry

 

Trust accounting for trust companies

· · Contract management for trust companies offering this service

· · Actual and statute retainage

· · Income and expense allocations

· · 1099s and grantor letters, 1041 Returns & State Returns

 

Services

· · IT consulting services

· · Financial consulting services - Provided by certified public accountants

· · Tax consulting services - Provided by certified public accountants

· · IT support and Programming services- Provided by senior experienced consultants

· · Conversion services

We have experience converting data from all of the major suppliers of death care software. We have converted 100’s of platforms from Windows to IBM mainframes.

You owe it to yourself to give CSII 2000 a try. You'll wonder how you ever got along without it