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?


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

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?


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

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?


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

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.




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




Invoicing


  • Invoice member for dues.
  • Paper-less data entry.
  • Cloud-based bank fetch.




Phone & 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?


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




Bill Payments


  • Dual signature or Electronic Dual Authorization Service.
  • Cloud-based dual authroization, bill payments, with faster payment processing & reconciliation.





Starting at $7 per member/month

Safety & security - WORKING TOGETHER abiding by your bylaws knowing you're not alone. 

Add-Ons

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

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