Service Above Self
The perfect solution for your Rotary Service so you can focus on making a difference in the world. How can the Firm of the Future help you?
Rotarians working with Rotarians
OUR PACKAGES
Connect Package
Chart of Accounts
-
Make sure your Chart of Accounts is set up correctly. -
Organize income and expenses into correct tax categories.
Annual Check-Up
-
We code and verify entry of all downloaded bank transactions and reconcile bank and credit card accounts ANNUALLY. -
We efficiently and accurately verify coding and data entries. -
Securely import transactions from your bank, credit cards, PayPal, Square, and more*
Annual Reports
Managed reports customized by Boards needs, examples are:
-
Balance Sheets -
Income Statement (Profit and Loss) Report -
Monthly management reports -
Statement of Cash Flows -
AR Aging-Accounts Receivables -
AP Aging-Accounts Payables
Invoice & Payments
- Invoice member for dues.
-
Paper-less data entry. -
Cloud-based bill payments, with faster payment processing & reconciliation. -
Cloud-base bank fetch.
Phone & Email Support
-
Free phone and email support -
Cloud-based and 24/7 access to your accounting books -
Xero or QuickBooks Online subscription NOT included.
Do you have an additional 501 (c)3?
Starting at $4 per member/month
Transform Package
Chart of Accounts
-
Make sure your Chart of Accounts is set up correctly. -
Organize income and expenses into correct tax categories.
Monthly Check-Up
-
We code and verify entry of all downloaded bank transactions and reconcile bank and credit card accounts MONTHLY. -
We efficiently and accurately verify coding and data entries. -
Securely import transactions from your bank, credit cards, PayPal, Square, and more*
Monthly Reports
Managed reports customized by boards needs, examples are:
-
Balance Sheets -
Income Statement (Profit and Loss) Report -
Monthly management reports -
Statement of Cash Flows -
AR Aging-Accounts Receivables -
AP Aging-Accounts Payables
Invoice & Payments
- Invoice member for dues.
-
Paper-less data entry. -
Cloud-based bill payments, with faster payment processing & reconciliation. -
Cloud-base bank fetch.
Phone & Email Support
-
Free phone and email support. -
Dedicated Team Advisor. -
Cloud-based and 24/7 access to your accounting books. -
Xero or QuickBooks Online subscription NOT included.
Do you have an additional 501 (c)3?
​Starting at $5 per member/month
Inspire Package
Chart of Accounts
-
Make sure your Chart of Accounts is set up correctly. -
Organize income and expenses into correct tax categories.
Quarterly Check-Up
-
We code and verify entry of all downloaded bank transactions and reconcile bank and credit card accounts QUARTERLY. -
We efficiently and accurately verify coding and data entries. -
Securely import transactions from your bank, credit cards, PayPal, Square, and more*
Quarterly Reports
Managed reports customized by Boards needs, examples are:
-
Balance Sheets -
Income Statement (Profit and Loss) Report -
Monthly management reports -
Statement of Cash Flows -
AR Aging-Accounts Receivables -
AP Aging-Accounts Payables
Invoice & Payments
- Invoice member for dues.
-
Paper-less data entry. -
Cloud-based bill payments, with faster payment processing & reconciliation. -
Cloud-base bank fetch.
Phone & Email Support
-
Free phone and email support. -
Dedicated Team Advisor. -
Cloud-based and 24/7 access to your accounting books. -
Xero or QuickBooks Online subscription NOT included.
Do you have an additional 501 (c)3?
Starting at $6 per member/month
People of Action Package
Chart of Accounts
-
Make sure your Chart of Accounts is set up correctly. -
Organize income and expenses into correct tax categories.
Annual Check-Up
-
We code and verify entry of all downloaded bank transactions and reconcile bank and credit card accounts ANNUALLY. -
We efficiently and accurately verify coding and data entries. -
Securely import transactions from your bank, credit cards, PayPal, Square, and more*
Annual Reports
Managed reports customized by Boards needs, examples are:
-
Balance Sheets -
Income Statement (Profit and Loss) Report -
Monthly management reports -
Statement of Cash Flows -
AR Aging-Accounts Receivables -
AP Aging-Accounts Payables
Invoice & Payments
- Invoice member for dues.
-
Paper-less data entry. -
Cloud-based bill payments, with faster payment processing & reconciliation. -
Cloud-base bank fetch.
Phone & Email Support
-
Free phone and email support -
Cloud-based and 24/7 access to your accounting books -
Xero or QuickBooks Online subscription NOT included.
Do you have an additional 501 (c)3?
Starting at $7 per member/month
Safety & security - WORKING TOGETHER abiding by your bylaws knowing you're not alone.