MICNOVA: Online Club Accounting Irina Clements Partner, MICNOVA
BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 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 Better. Investing™ 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 Better. Investing™ 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 Better. Investing programs, events and/or educational sessions in which they participate. Any violation is strictly prohibited and should be reported to the President of Better. Investing or the Manager of Volunteer Relations.
BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training A Club’s Life Run Tax Printer Edit Transactions Find $0. 64 discrepancy Enter Interest Receive deposits Buy Stock Enter Stock Split Enter 1099 s
BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training What is Internet Accounting? • Club Web Site with – Built in Accounting tools • Internet Accounting – Communication, and – Storage for files and emails • Online Locations – www. myiclub. com or – www. bivio. com
BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 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
BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Access to Internet Club Accounting • Computer – Apple or PC • A web browser • Any internet connection – – Dial-up DSL Cable Modem or FIOS
BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training 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
BETTERINVESTING NATIONAL CONVENTION Online Accounting: bivio 2009 Volunteer Training
BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training bivio Features • Account. Sync™ – 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
BETTERINVESTING NATIONAL CONVENTION Bivio - login 2009 Volunteer Training
BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Member Report Finances
BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Member Report Finances Private
BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Member Report Finances
BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Member Report Roster
BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Member Report Roster
BETTERINVESTING NATIONAL CONVENTION Reports Menu 2009 Volunteer Training
BETTERINVESTING NATIONAL CONVENTION Valuation Report 2009 Volunteer Training
BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Form K-1 Top of Page
BETTERINVESTING NATIONAL CONVENTION 2009 Volunteer Training Form K-1 Bottom of Page
BETTERINVESTING NATIONAL CONVENTION QUESTIONS? 2009 Volunteer Training
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