6 Reasons Not To Do a 5 Minute Records Check Each Month
Laurie Frederiksen on
It's true. Sometimes it's more fun to watch funny cat videos than spend the time to do a quick check each month that your club records are lining up with what your broker shows. Here are some more reasons not to check things:
You use AccountSync and computers are always right.
You prefer a marathon sessions where you go through years of past transactions to find problems.
Nobody in your club has a problem filing amended personal tax returns for the last 3 years because you just found your past club tax filings were wrong.
You didn't want to be the club treasurer but nobody else stepped up to help.
You're not the club treasurer so it's not your problem.
If you don't look, you won't have to fix anything.
Of course, for those who prefer to stay on top of things, we're always glad to help you get through any issues you find. Just send the details to support@bivio.com
Laurie Frederiksen Invest with your friends! www.bivio.com
-----Original Message-----
From: Laurie Frederiksen <laurie@bivio.biz>
To: The Club Cafe <club_cafe@bivio.com>
Sent: Fri, Dec 5, 2014 10:04 am
Subject: [club_cafe] 6 Reasons Not To Do a 5 Minute Records Check Each Month
It's true. Sometimes it's more fun to watch funny cat videos than spend the time to do a quick check each month that your club records are lining up with what your broker shows. Here are some more reasons not to check things:
You use AccountSync and computers are always right.
You prefer a marathon sessions where you go through years of past transactions to find problems.
Nobody in your club has a problem filing amended personal tax returns for the last 3 years because you just found your past club tax filings were wrong.
You didn't want to be the club treasurer but nobody else stepped up to help.
You're not the club treasurer so it's not your problem.
If you don't look, you won't have to fix anything.
Of course, for those who prefer to stay on top of things, we're always glad to help you get through any issues you find. Just send the details to support@bivio.com
Laurie Frederiksen
Invest with your friends! www.bivio.com
>> If you don't look, you won't have to fix anything. <<
That's what I always say. -- Ed Berners
Roy Chastain on
Mine is "If you don't look, termites and dry rot will get ya."
Roy Chastain
"We make a living by what we get, we make a life by what we give." (Ronald Reagan, 8/8/1992)
From: Mark Robertson <markr@manifestinvesting.com> To: club_cafe@bivio.com Sent: Friday, December 5, 2014 12:34 PM Subject: Re: [club_cafe] 6 Reasons Not To Do a 5 Minute Records Check Each Month
Words to live by. Thanks -- and Happy Holidays! -- Ed.