Investment Club Accounting, Tax Preparation and Management Software
"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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Maximum Percentage a Partner Is Allowed to Own
Thank you all so much for your guidance! I just wanted to make sure we didn't become lawbreakers :) Each ...
I belonged to a club that twice went down in membership like yours but we perseveredA and added new members ...
Closing bank account on bivio
Hi, You need to enter all the transactions that happened in the bank account.A When you have done so correctly,A ...
some folks by a few shares of stock to have the opportunity to disagree with the Board! Peter Dunkelberger On ...
Question about a withdrawal
Thanks. Found it. Dick From: Joe Farrell via bivio.com Sent: Tuesday, August 20, 2019 12:29 AM To: firstname.lastname@example.org Subject: Re: ...
Federal & State Tax Reporting Requirements for Disbanding Clubs
Mike, Thanks for the helpful hints.A You're right about the date also.A Old habits.A Thanks again. On Sat, Aug 17, ...
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