Question 1

Annual Check-Up

Accepted Answer

• 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*

Question 2

Chart of Accounts

Accepted Answer

• Make sure your Chart of Accounts is set up correctly.
 • Organize income and expenses into correct tax categories.

Question 3

Annual Reports

Accepted Answer

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

Question 4

Invoice & Payments

Accepted Answer

• Invoice member for dues.
 • Paper-less data entry.
 • Cloud-based bill payments, with faster payment processing & reconciliation.
 • Cloud-base bank fetch.

Question 5

Phone & Email Support

Accepted Answer

• Free phone and email support
 • Cloud-based and 24/7 access to your accounting books
 • Xero or QuickBooks Online subscription NOT included.

Question 6

Do you have an additional 501 (c)3?

Accepted Answer

Additional 501 (c)(3) Foundation or Service File is an extra $2 per member/month (Must be in addition to club subscription).

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?

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A portion of the proceeds go to the Paul Harris Fund.

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