Sent 9/25/2009
It's Worth Your While To Reconcile!
Remember the commercial that said a salad without salad dressing is
just a bowl of wet vegetables? It's the same with your investment club
accounting. Without regular verification of the accuracy of your
records, your accounting might end up being just a bunch of
numbers. Fortunately, reconciliation is a simple, straightforward
process. If done monthly it will go quickly and will ensure peace of
mind for all your club members. Join us for a free webinar Sept. 27 at
7:30PM EDT and Sept. 30 at 1:00PM EDT as we discuss the monthly
reconciliation process as well as yearly tax time and audit
verification procedures.
Our webinars are free and everyone is invited to attend and ask all
the questions they'd like!
Register now at the Club Cafe.
Laurie Frederiksen promoted to COO
We are pleased to announce that Laurie Frederiksen has been promoted
to Chief Operating Officer (COO). Laurie has been with bivio for almost
two years now. She has brought many new initiatives to bivio including
webinars, model clubs, and conferences. Laurie has been treasurer of
her investment club for many years, and has been active in the club
community for about a decade. Please be sure to congratulate
Laurie
at our next webinar,
the Club Cafe, or at
support@bivio.com.
Hope to see you online!
Your friends at bivio
