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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.

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Even Processing Credit Cards Can Be Paperless

Eco-Office Gals

Not having a method to accept payments from these cards could cost you sales. However, you don’t have to be drawn into a merchant account for credit card processing that uses paper receipts, a bulky device at the register and paper monthly reports sent to you in the mail. photo by: 401(K) 2013. Guest Post Paperless'

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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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Credit Card Merchants Make Accepting Payments Simple

The Small Business Blog

Chances are that the “register” being used by that business is an iPad with some form of mobile card swiper plugged in to the earphone jack. It’s great that the credit card merchants out there are catching up to a public that wants what it wants in the most convenient way possible.

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

Office Organization Success

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. Credit Card Authorization Form: you want to get paid, right? Sign Up NOW For Free.

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Simple Cybersecurity Rules Everyone Should Follow

Jen Lawrence

You fill out interest forms or cart check-out fields and you’re being asked for your phone number, birthday, and blood type. One big no-no I see most often is small businesses collecting and saving credit card information. Send the credit card number in one email and the security code via text.”

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Give Your Clients Options

Step It Up VA Coaching

Make sure your website copy is concise, the navigation is intuitive, and information is available immediately and easily, in more than one form. You must offer a credit card payment option, easily implemented through an online service such as 1ShoppingCart, or PayPal. Acknowledge that everyone learns differently.