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

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Club Cafe

Why Start an Investment Club?

Do I use Adjusted Cost Basis or Club Cost Basis after Club has disbanded

Unfortunately, there is nothing you can do about it atA this time. As noted earlier, your cost basis is the ...

What do you think?Ira Smilovitz - The Club Cafe -

Do I use Adjusted Cost Basis or Club Cost Basis after Club has disbanded

It is regrettable TDA gives you this friction, but at tax time there is formally a way to tell the ...

What do you think?Mark Raymond Johnson - The Club Cafe -

How cash affects IRR in down market?

Also remember, it is not the Vanguard Index, its a Vanguard fund tracking the index.A The fund does have some ...

What do you think?Mark Eckman - The Club Cafe -

Getting Ready For Tax Season

Here's a little activity you can do to start to get ready for tax season.A A Go to Accounting>Investments Do ...

What do you think?Laurie Frederiksen - The Club Cafe -

Entering the Express Script & Cigna merger - cash balance is off

OK - thanks! From: club_cafe@bivio.com <club_cafe@bivio.com> on behalf of Laurie Frederiksen <laurie@bivio.biz> Sent: Monday, January 7, 2019 6:21 AM To: ...

What do you think?Merlin Green - The Club Cafe -

Audit Form Update Ready

Our Audit form has been updated to use for doing your 2018 tax year investment club audit. You can find ...

What do you think?Laurie Frederiksen - The Club Cafe -

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