How much work is Personal Bookkeeper to do ? What are the
task I would need to perform? I am looking to get account
sync but I am worried that not having the Personal
Bookkeeper will cause me problems.

James Mitchell wrote:
> How much work is Personal Bookkeeper to do ? What are the
> task I would need to perform?
 
Our AccountKeeper service is for clubs which would like to off-load
the treasurer duties to a bivio staff member. We enter all the
accounting transactions, audit the club books, and prepare the federal
returns.
 
Our AccountSync service automatically enters any brokerage
activity. The club treasurer only needs to assign the payments to the
members, verify the account balances, and print the tax
returns. Examples of our AccountSync service can be found in our
Getting Started guide below:
 
https://www.bivio.com/f/bivio-guide.pdf
 
A club can upgrade to our AccountKeeper service at any time, just send
a message to support@bivio.com and we'll give you a quote.
 
Paul Moeller
bivio, Inc.