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It’s time to review (or create) your document retention policy

BMT Office Administration

Worried that your company might not have a particular document on hand if the IRS conducted an audit? They create a document retention policy that clarifies what needs to be saved, where, and for how long. They create a document retention policy that clarifies what needs to be saved, where, and for how long.

Policies 105
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Do I Need to Buy Life Insurance?

Success

Keep reading to learn about the different types of life insurance policies, how to determine if you need to buy it, and how much your policy should be worth. People purchase life insurance to help their families replace lost income and cover final expenses after death. Within permanent policies , there are a few options.

Policies 213
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5 Long-Term Financial Goals and How to Achieve Them

Success

Buy a house or investment property Expected time: 5-10 years Account types: High-yield savings, brokerage accounts, CDs Whether you’re dreaming of first-time homeownership, a vacation home or investment properties, real estate purchases are one of the most popular long-term financial goals.

Goals 233
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5 Tips for Implementing Sustainability Practices as a Small Business

Eco-Office Gals

Without it, you likely won’t be able to implement effective policies. Trade a printer and copier for software that can share documents. For instance, you could provide a discount for those that purchase eco-friendly options. Do Thorough Research. Start by looking into the basics.

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5 SOP examples for your business

BMT Office Administration

Implementing and documenting standard operating procedures (SOPs) is a great way to make sure that all staff members are completing their tasks in the correct manner. A standard operating procedure (SOP) is a detailed document with step-by-step instructions on how to properly complete a task. What is an SOP? How to format an SOP.

Payroll 72
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Stay organized and secure with electronic records management

BMT Office Administration

He put Laura in charge of going through a bunch of drawers with instructions to make folders to organize papers of current worth, box up other documents that somebody might need down the line, and toss insignificant and old material. Fires, floods, and even spilled cups of coffee can render physical copies of documents unreadable.

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The Do’s And Don’ts Of Digital Document Management Systems (DMS)

Small Business CEO

With flexible working and Bring your own Device (BOYD) policies becoming the norm, it is increasingly difficult for business owners to keep track of one of their most valuable company assets, i.e. their business-related documentation. Entrepreneurs documents management' Do you need an onsite, hosted or hybrid solution?