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4 Simple Steps to Securely Send Credit Card Information

Office Organization Success

Many business owners find themselves in a situation where they are asked to send their credit card information in order to finalize a business transaction. Ask your VA/service provider if she has a Credit Card Authorization form that she can send to you, and you fax back to her. But first, a word of caution ….

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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

While it’s clear that you need to keep a separate file for each employee, which documents should you include in it? After all, there are some documents that you’ll need to keep confidential , and there are some that you don’t even need to include in your personnel files.

Filing 52
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The 12 Privacy Tips of Christmas

Ian's Messy Desk

name, address, phone number) will be used. Minimize the number of identification and credit cards carried. Tear/shred receipts, copies of credit applications, other documentation containing personal information, don’t just throw it in the garbage. Ask to use other forms of identification.

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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. Credit Card Authorization Form: you want to get paid, right? Sign Up NOW For Free.

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Employee Monitoring: How to (and not to) track employee productivity

BMT Office Administration

The history of employee monitoring’s various forms. An example would be call centers, where employee phone calls and voicemails were recorded and closely monitored to ensure their quality and efficiency. Well, that’s a classic form of employee monitoring right there. Time tracking and file tracking.

Filing 52
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Snail Mail 101

Clutter Coach

This category includes bills, medical forms to file, an insurance or telephone plan to compare with what you have now, information about a product you intend to buy and a list of activities put on by a group you belong to. Do you really need to get a better phone plan, or would it just be a nice idea to know what’s out there?

Medical 100
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Tips for Planning Someone Else’s Travel

Office Dynamics

Each traveler has personal preferences and unique quirks that make travel planning a true art form. If you choose to use Uber and Lyft for your the traveler, make sure their phone already has the app downloaded and is properly linked to their credit cards. However, travel is full of unpredictable changes.

Travel 100