Success
FEBRUARY 13, 2024
Pay off major debts Expected time: 5+ years Account types: Credit card debt, mortgage, student loans, car loans Getting out of debt is essential to the success of your other long-term financial goals. However, most people get started by creating estate planning documents like a will and taking out life insurance policies.
Office Organization Success
APRIL 9, 2010
When you start developing your multiple streams of income business by adding products and programs which are available on your website, there’s a very specific policy you need to have in place … and that is a clearly defined Sales Policy. Part way through the payment plan one of your client’s credit cards gets declined.
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Success
OCTOBER 16, 2022
What if he wrote down my name from my credit card and used it to find out who I was? Having allies at work isn’t just about having a confidant or an enforcer of policies. What if he knew the front desk agent and found out exactly what hotel and room I was staying in? The impact of toxic work environments.
BMT Office Administration
NOVEMBER 21, 2022
Agreements related to the use of a company car or business credit card. Reference and background check results. With help from legal, IT, and other departments, they create a written-out document retention policy. This policy clarifies what needs to be saved, where, and for how long. Marital status.
BMT Office Administration
JULY 3, 2023
For instance, if your employment records contain all the disciplinary actions and policy violations committed by the offending employee, you’ll have a better chance of defending your decision to terminate an employee in court. While it’s clear that you need to keep a separate file for each employee, which documents should you include in it?
Ian's Messy Desk
DECEMBER 14, 2011
Here is a quick outline of some of the lists you can keep: Reference. These are a few of the lists he keeps on his handheld device: Account and $ numbers - credit card #s, PIN #s, etc. ( David Allen suggests some lists can be useful, fun, and interesting, that fit in the area of “reference” or “support.”
Practically Perfect PA
MARCH 22, 2012
Do you have an expense policy in place? If you don’t have an expense policy, speak to other assistants and see if there is a common approach to expenses. It is a nightmare, especially if they travel abroad a lot and have loads of foreign currency in addition to the receipts and credit card statements.
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