1 / 20

MICNOVA: Online Club Accounting

MICNOVA: Online Club Accounting. Irina Clements Partner, MICNOVA. Disclaimer.

martharsmith
Télécharger la présentation

MICNOVA: Online Club Accounting

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. MICNOVA: Online Club Accounting Irina Clements Partner, MICNOVA

  2. Disclaimer • The information in this presentation is for educational purposes only and is not intended to be a recommendation to purchase or sell any of the stocks, mutual funds, or other securities that may be referenced. The securities of companies referenced or featured in the seminar materials are for illustrative purposes only and are not to be considered endorsed or recommended for purchase or sale by BetterInvesting™ National Association of Investors Corporation (“BI”) or the National Investors Association, its volunteer advisory board (“BIVAB”). The views expressed are those of the instructors, commentators, guests and participants, as the case may be, and do not necessarily represent those of BetterInvesting™ or BIVAB. Investors should conduct their own review and analysis of any company of interest before making an investment decision. • Securities discussed may be held by the instructors in their own personal portfolios or in those of their clients. BI presenters and volunteers are held to a strict code of conduct that precludes benefiting financially from educational presentations or public activities via any BetterInvesting programs, events and/or educational sessions in which they participate. Any violation is strictly prohibited and should be reported to the President of BetterInvesting or the Manager of Volunteer Relations.

  3. A Club’s Life Edit Transactions Run Tax Printer Find $0.64 discrepancy Enter Interest Receive deposits Buy Stock Enter 1099s Enter Stock Split

  4. What is Internet Accounting? • Club Web Site with • Built in Accounting tools • Internet Accounting • Accounting • Communication, and • Storage for files and emails • Online Locations • www.myiclub.com or • www.bivio.com

  5. Why go online? • All Members 24/7 Access • Club Portfolio • Files and Email archive • Reports [such Valuation] • SSGs • Special Features • Club calendar (IClub) • Automatic nightly update directly from brokers • Customer Service • Can see your data and help more easily

  6. Access to Internet Club Accounting • Computer • Apple or PC • A web browser • Any internet connection • Dial-up • DSL • Cable Modem or • FIOS

  7. How does Internet Accounting work? • Club officer • “Surfs” to bivio or IClub • Establishes club website • Loads club data • Club Members • All receive website access • Individual usernames and passwords • Permissions • Only designated members edit accounting or personal information

  8. Online Accounting: bivio

  9. bivio Features • AccountSync™ • Gets accounting data every night from selected brokers • Options/Short Sales Module Available • Taxes • Federal Tax Printer included • Documentation • Website has demonstration club that shows members, accounts and portfolio • Visitors can see member clubs’ websites • Getting Started guide limited in scope

  10. Bivio - login

  11. Member Report Finances

  12. Member Report Finances Private

  13. Member Report Finances

  14. Member Report Roster

  15. Member Report Roster

  16. Reports Menu

  17. Valuation Report

  18. Form K-1 Top of Page

  19. Form K-1 Bottom of Page

  20. Questions?

More Related