Investment Club Accounting, Tax Preparation and Management Software
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"I can't imagine trying to effectively manage an investment club without using Bivio. It is very intuitive, and easy to use for non-accountant and non-technical types. It makes tracking investments and preparing the club's taxes and investors K-1 forms a breeze. Thank you for your great product and service!"-Joe M., KS
"Thank you for all your help and wonderful service over the years. There's no question that bivio is one of the best things that ever happened to investment clubs."-Bev T., WA
"Bivio is great software. To be able to correct historical transactions and have them flow into today's member values and last year's tax returns is fantastic. I'm a CPA so I know good accounting software when I see it!"-Alec P., NC
Club Cafe
How long to keep records
Excellent information and advice. Thank you. On April 14, 2019 at 2:42 PM Laurie Frederiksen <laurie@bivio.biz> wrote: There is no ...
Wabtec / GE stock split
It can take a while for final information to come out when a reorganization happens. This was a taxable transaction.A ...
Filing a Club Partnership Return in New Jersey
Ira: Thank you.A Paper filing seems like a good idea. Best regards, Ty H. A A On Fri, Mar 22, ...
Computershare
Original Message From: Laurie Frederiksen To: The Club Cafe Sent: March 18, 2019 at 7:02 PM Subject: Re: [club_cafe] Computershare ...
Computershare
Three points. It was painful to move the DRIP and fractional shares from drip management company to our broker, determine ...
Club Cafe - How it Works and Unsubscribing
Laurie, I don't need this but it would probably be helpful to have directions to unsubscribe in the Help with ...
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Top Club Holdings
 |
AAPL | 57% |
 |
AMZN | 32% |
 |
V | 24% |
 |
DIS | 23% |
 |
FB | 20% |
 |
MSFT | 18% |
 |
CTSH | 17% |
 |
BRKB | 17% |
 |
GOOGL | 17% |
 |
HD | 16% |
| Club Index |
Average Portfolio:
$
170,237
Club Home Pages
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