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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
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*
Make sure your Chart of Accounts is set up correctly.
Organize income and expenses into correct tax categories.
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 member for dues.
Paper-less data entry.
Cloud-based bill payments, with faster payment processing & reconciliation.
Cloud-base bank fetch.
Free phone and email support
Cloud-based and 24/7 access to your accounting books
Xero or QuickBooks Online subscription NOT included.
Additional 501 (c)(3) Foundation or Service File is an extra $2 per member/month (Must be in addition to club subscription).
Starting at $4 per member/month
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*
Make sure your Chart of Accounts is set up correctly.
Organize income and expenses into correct tax categories.
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 member for dues.
Paper-less data entry.
Cloud-based bill payments, with faster payment processing & reconciliation.
Cloud-base bank fetch.
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.
Additional 501 (c)(3) Foundation or Service File is an extra $2 per member/month (Must be in addition to club subscription).
​Starting at $5 per member/month
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*
Make sure your Chart of Accounts is set up correctly.
Organize income and expenses into correct tax categories.
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 member for dues.
Paper-less data entry.
Cloud-based bill payments, with faster payment processing & reconciliation.
Cloud-base bank fetch.
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.
Additional 501 (c)(3) Foundation or Service File is an extra $2 per member/month (Must be in addition to club subscription).
Starting at $6 per member/month
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*
Make sure your Chart of Accounts is set up correctly.
Organize income and expenses into correct tax categories.
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 member for dues.
Paper-less data entry.
Cloud-based bank fetch.
Dual signature or Electronic Dual Authorization Service.
Cloud-based dual authroization, bill payments, with faster payment processing & reconciliation.
Dedicated Team Advisor.
Cloud-based and 24/7 access to your accounting books.
Xero or QuickBooks Online subscription NOT included.
Additional 501 (c)(3) Foundation or Service File is an extra $2 per member/month (Must be in addition to club subscription).
Starting at $7 per member/month
Safety & security - WORKING TOGETHER abiding by your bylaws knowing you're not alone.
A portion of the proceeds go to the Paul Harris Fund.
