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What electronic record-keeping software best fits your needs?

BMT Office Administration

It also ensures that any information necessary is easily retrievable. If someone within the organization needs access to a file you can easily share it within the software system rather than having to take the physical file to them or needing to scan and email it. Benefits of electronic record-keeping. Preventing lost data.

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Interview with Kate Smith of Juno VA

Karen Vivarelli

I worked in the corporate finance department of an accountancy firm, working as a Research Executive, identifying potential acquirers for businesses for sale, preparing business plans and detailed information memorandums. Kate Smith. Where did you work before you became a VA? Before then, I was PA to 3 of the firms’ 9 partners.

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Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

Wordpress is not just a software, but a platform for managing, creating and publishing information on the Internet without having any technical and programming skills. It allows us to easily email branded invoices to our clients, which they can then pay by mail or online. A Self-Hosted Wordpress Blog. It is FREE to use!

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Trello vs. Monday.com: Which platform is best for task management?

BMT Office Administration

In short, gone are the days of keeping track of umpteen email threads and Slack chats to stay on top of your team’s progress. Each task card has a set of unique information displayed in the quick view, including: Due date. Finance request forms. Email notifications. They can even aid in forecasting future growth.