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Using a Financial Planning Checklist Can Help You Meet Your Goals

Success

Review your bank and credit card statements Even if you check on your bank accounts daily, pulling your bank and credit card statements can help you understand how the first quarter of the year has gone. Don’t beat yourself up if you had to put a repair or unexpected expense on a credit card.

Goals 303
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Give Your Clients Options

Step It Up VA Coaching

The abundance of available methods of delivering information and services these days means savvy customers and clients will demand options. Do you offer a number of different ways on your site for people to receive your message, and get the information they need? by Donna Toothaker. Here are a few tips to consider: Get rich.

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Give Your Clients Options

Step It Up VA Coaching

The abundance of available methods of delivering information and services these days means savvy customers and clients will demand options. Do you offer a number of different ways on your site for people to receive your message, and get the information they need? by Donna Toothaker. Here are a few tips to consider: Get rich.

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Payment Processing "On Location" Just Got a Whole Lot Easier (App How-To and Review)

Stephanie LH Calahan

1 - Download the PayPal Here app.   When I set up my account to use PayPal Here I used their online form to get signed up, but found when I was helping my client that calling PayPal was a much faster way. . You'll also notice that this screen shot tells you that the card reader is not attached. 

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Give Your Clients Options

Step It Up VA Coaching

The abundance of available methods of delivering information and services these days means savvy customers and clients will demand options. Do you offer a number of different ways on your site for people to receive your message, and get the information they need? by Donna Toothaker. Here are a few tips to consider: Get rich.

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Snail Mail 101

Clutter Coach

I know they have fascinating and important information in them, but you don’t have time to read them and keep up with what came in today. Information is only useful when you can get at it. Just having all that information is not the same as being able to use it. Also shred credit card applications.

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. Last, but not least, is the meeting information.

Travel 100