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Using a Financial Planning Checklist Can Help You Meet Your Goals

Success

The more often you use it, the more data you have to compare your past and present situations. 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.

Goals 306
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Employee personnel files — what should and shouldn’t be included

BMT Office Administration

Agreements related to the use of a company car or business credit card. These documents tend to be ones containing sensitive or confidential information. For instance, employers cannot include medical information in an employee’s general personnel file due to the Americans with Disabilities Act (ADA). Doctor’s notes.

Filing 121
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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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The 12 Privacy Tips of Christmas

Ian's Messy Desk

Image by d70focus via Flickr On the first day of Christmas , the Office of the Information and Privacy Commissioner gave to me… 12 tips for protecting privacy. Six points for consumers : Ask how personal information (eg. Minimize the number of identification and credit cards carried. Thanks for visiting!

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

Office Organization Success

If you can, add an informal picture so your clients get to see the person, not just the business owner. Enrollment Form/Project Booking Form: depending on your profession you may have an enrollment form if you’re signing up a client to one of your coaching programs, or a project booking form if you’re a VA.

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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

  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. Today, I'm going to walk you though processing a credit card, but as you can see, you could use this app as a general cash register if you wanted to.