bivio - accounting, reports, taxes, and administration for your investment club
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Getting Started with bivio!

Join us online January 17 at 8PM ET (7PMCT, 6PM MT and 5PM PT) as we show you, step by step, how to get started using bivio for your club accounting. Whether your club is new to bivio or is ready to switch, you will benefit from the ideas presented.

Topics include:

1. Registration of your club account
2. bivio screen orientation
3. Importing data from Club Accounting
4. Starting with data from other accounting sources
5. Setting up a new club
6. Entering member payments
7. Entering investments
8. Entering income and expenses
9. Setting up your accountSync broker

Are you a club "treasurer for life"? Encourage other club members to attend this webinar so that you can set up a "succession plan" for you and your club. bivio is easy to use. Anyone can be your club's One Minute Treasurer!

Register Now!

 

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