We provide unlimited support on the operation and use of our software. However, there are times when some of you want or need a little extra accounting help. When you do, we are pleased to offer our accounting Concierge Service.
Purchase Concierge Service hours and you'll be able to schedule a time to work with a bivio support specialist. They will work with you one on one to help you resolve your accounting issues.
$150/hour, 2 hour minimum initial purchase, hours purchased in advance
For example, you can use our concierge service when you need help to:
- Reconcile your bivio records so they agree with your brokerage records
- Make more difficult or unusual accounting entries such as withdrawals, corrections of withdrawal mistakes, expense reimbursements, advanced payment entries etc.
- Make adjustments for dividends reclassified on 1099 forms at tax time
- Make corrections in historical entries to correct current year cost basis
- Adjust lot selection in bivio if FIFO not used when making trades
- Update cost basis and member tax basis to accountant numbers for investments in partnerships
- Straighten out issues related to repeated wash sales or wash sales in accounts with multiple lot purchases
- Make gift transfer entries
- Make entries to straighten out incorrect withdrawal payments
- Correct the cost basis for DRIP investment lots
- Assist with lot selection edits when the same investments are held in more than one account.
- Assist clubs with the disbanding process
- Assist in other non-standard accounting entries
Concierge hours are non-refundable and expire 1 year from purchase.