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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