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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
Connect Package
• 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
Transform Package
• 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
Inspire Package
• 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
People of Action Package
• 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.
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