Val,

> The $75/month was a result of
> a search committee I appointed
> to find something or someone that
> will give us monthly reports and do
> taxes at end of the year.

Were you aware that for around $400/year, bivio will handle
the entire club accounting job for you, including signing
the tax return as a paid preparer?

http://www.bivio.com/hm/account-keeper.html

-Jim Thomas

There you go, Val, that probably would be the best way for your club to go,
since they apparently don't mind spending that much money. You would need
to present bivio with balanced cash and shares of stock agreeing with your
broker, and member agreement on what their beginning Member Value and number
of units would be. Gene Rooks

Jim
NO, where is that DVD that shows all the bivio capabilities? Will they give
us a monthly report that my members want? But first I have to have bivio
agree with cash position of our brokers. Lately just notice Better Investing
logos and promotions on bivio site, should check that out.
Val
----- Original Message -----
From: "Jim Thomas" <jimt@bivio.com>
To: <club_cafe@bivio.com>
Sent: Wednesday, February 14, 2007 9:47 PM
Subject: club_cafe: Re: Watch List


> Val,
>
>> The $75/month was a result of
>> a search committee I appointed
>> to find something or someone that
>> will give us monthly reports and do
>> taxes at end of the year.
>
> Were you aware that for around $400/year, bivio will handle
> the entire club accounting job for you, including signing
> the tax return as a paid preparer?
>
> http://www.bivio.com/hm/account-keeper.html
>
> -Jim Thomas

Val, write to support@bivio.com Gene

Gene Rooks writes:
> club. I wish you the best, I am not able to input bivio data from another
> club to get a closer look, like I can with Club Accounting Online, so

You can. And since you are helping out bivio customers, we'll even
give you a free subscription for a new club just for this purpose.
Just email support@bivio.com.

Val can export her accounting, and you can import it into your new
club.

Cheers,
Rob

Jim Thomas writes:
> http://www.bivio.com/hm/account-keeper.html

Jim, your timing is impeccable. :-)

I hate to disappoint Val yet again, but I cannot tell a lie.

We decided very recently that we simply can't afford to run
AccountKeeper any more. It's too much work, and there's just no
margin -- yes, even at $400/year.

Since we added the OFX import feature, the reason for AccountKeeper
goes away. You can now import transactions from pretty much any
financial institution including banks. The reason we created
AccountKeeper was to help out those clubs who simply didn't or
couldn't enter transactions. With the OFX import feature, we feel
we're giving our AccountKeeper customers a natural transition path
while saving them money at the same time. :-)

Cheers,
Rob Nagler
bivio Inc.