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.
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.