Success

OCTOBER 15, 2022

For example, on April 4, I wrote, “Having a car gives me a lot of mobility options that would otherwise be very expensive.”. If I have any thoughts about what I need “future me” to do, I write them down on a piece of paper (or text file on my laptop) and push it out of my mind.

Self Esteem 299

Self Esteem 2017 Equipment Goals 299

Success

MARCH 20, 2023

Clients generally meet with traditional financial advisers in person, over the phone or via video chat. Traditional advisers are usually the most expensive and may require a high minimum investment balance. Will you file tax returns or help with tax-related questions? Do you always act as a fiduciary?

Retirement 147

Retirement Interviewing Goals Phones 147

Clutter Coach

DECEMBER 15, 2017

Expense reports or any kind of form or report that requires you to gather information you have and compile it, just filling in the little blanks and sending it off. Do some filing. Get that pile off your desk and into the file drawer. Again, it works best with a good filing system. Nice and mindless. Out they go.

Filing 100

Filing Expenses 2016 AT&T 100

Tips From T. Marie

JULY 21, 2016

Telephone Systems- Pretty much everyone carries a cell phone these days, so why cling to an old-fashioned phone system in the office? Utilize a cloud PBX system like Ring Central that can transfer a call to whatever phone you may be at, including cell phones. Replace the office!

2002 100

2002 Fax Phones Filing 100

Success

JUNE 26, 2023

Carrying more insurance than your state’s minimum requirements is generally recommended since accidents can get expensive, especially if someone is seriously injured or has a lot of property damage. If you find a mistake, file a dispute to remove the error and clean up your record. Doing so can help you save money on car insurance.

Policies 139

Policies Credit Card Customer Service Medical 139

Tips From T. Marie

JUNE 26, 2018

We all know about texting, calling and emailing from our phones, but are you collaborating from it as well? With a plethora of collaboration tools online, it’s as simple as finding one with an awesome phone app that works for your business. I know, not all of us can snap photos on our phones like the Insta-famous.

Social Media 127

Social Media Credit Card Dropbox Staples 127

Practically Perfect PA

MARCH 6, 2015

The Camscanner App allows users to convert and save any document into a PDF using their mobile phone. From a mobile phone users can: Scan any kind of document in seconds, texts or graphics. Create PDF files for scans. Camscanner uses a freemium pricing plan, with a free basic account. What does it do? Batch scan documents.

PDF 100

PDF Phones Expenses Filing 100

Clutter Coach

MARCH 8, 2017

” When you’re at the office, you can look at physical files on your desk, but you can’t when you’re home. When you’re in the car, you can make phone calls, but you can’t shop on Amazon (not safely, anyway!). Context means “what can you do given where you are?”

Expenses 100

Expenses Filing AT&T Phones 100

Success

APRIL 10, 2024

“Can a dead person deduct medical expenses?” “Can ” These are just a few of the numerous requests Andy Phillips, director for the Tax Institute at H&R Block in Kansas City, Missouri, fields when tax time rolls around, as his clients muddle their way through what can and can’t count as a deductible expense.

Expenses 213

Expenses Medical Retirement Filing 213

Laughing all the Way to Work

MARCH 17, 2008

Here is what I came up with: Catch up on filing Do expense reports Order supplies Prepare courier slips Get on the phone to check voicemail and return calls, make travel arrangements, register for conferences, book boardrooms etc. At least it does for me.

Filing 100

Filing Expenses Travel Phones 100

Practically Perfect PA

MAY 14, 2014

I will go back and forth to it; check my emails, answer a phone call, make a coffee or just generally procrastinate. So every Friday morning I would insist my boss gave me all the receipts he had and I would spend Friday afternoon processing the expenses. Set deadlines for completing each task. Figure out when you are most productive.

Staples 100

Staples Expenses AT&T Phones 100

Eco-Office Gals

MAY 5, 2011

Add a few jumbo-sized smelly permanent markers, and boxing up old office files and materials seems almost adventurous. If your business is planning a move in which a storage unit has to be used, or files or other materials have to be stored in a unit, be wary of the traditional method of box and tape and move and store.

Filing 100

Filing Expenses Purchasing Phones 100

Practically Perfect PA

APRIL 1, 2014

In the past I’d be answering phones, taking memos and maintaining files – nowadays you are an extension of your Executive. ” “When I first started as an EA, I was answering phones, filing, and typing memos. .” “My role has changed drastically over the years.

Finance 100

Finance Salary Filing Project Management 100

Practically Perfect PA

JULY 4, 2016

Arranging travel (including training expenses), visas and accommodation and occasionally, travelling with the CEO to provide general assistance. Taking phone calls, enquiries and general requests, handling all queries. Devising and maintaining office systems, including data management, CRM system and filing.

Travel 186

Travel Social Media Suppliers Email 186

Tips From T. Marie

MARCH 21, 2012

If your employee or employees are sitting at their computers all day, making and taking phone calls, working on documents, data input and other tasks that are computer based with little to no public interaction in person they are a good candidate for either choice. You’ll also save money on lost time due to sick children or bad weather.

Telecommuting 100

Telecommuting Retirement Attire Filing 100

Laughing all the Way to Work

JULY 17, 2008

My boss e-mails me or phones me to do this or that so I have to pay attention to the pings that let me know I have another message in my Inbox. I need to check my voicemail when I see the red light is flashing on my phone. Scheduling meeting dates and making business phone calls on behalf of my boss. Does this sound familiar?

Phones 100

Phones Expenses Filing Travel 100

Practically Perfect PA

SEPTEMBER 5, 2012

Both times I’ve replaced my phone as quickly as is humanly possible because I am just lost without it (sometimes I am literally lost without it thanks to my dependence on Google maps to get me about London!). This app is slightly more expensive but worth paying for if your manager travels a lot. [Show as slideshow]. FlightTrack: £2.99

Restaurants 100

Restaurants Travel Phones Calendars 100

Practically Perfect PA

SEPTEMBER 5, 2012

Both times I’ve replaced my phone as quickly as is humanly possible because I am just lost without it (sometimes I am literally lost without it thanks to my dependence on Google maps to get me about London!). This app is slightly more expensive but worth paying for if your manager travels a lot. [Show as slideshow]. FlightTrack: £2.99

Restaurants 100

Restaurants Travel Phones Calendars 100

Stephanie LH Calahan

FEBRUARY 11, 2011

Work With Stephanie « Link Lineup: Time Management, Org Tools, Focus Concentration and Top Mobil Phone Apps | Main | Are you Time-challenged Tim or Non-productive Nancy? It houses so much more than a file index. This allows them to keep it within site, but all projects are kept in an organized file. Smart Phone!!

Filing 100

Filing Office Depot Microsoft Outlook Phones 100

Laughing all the Way to Work

MAY 28, 2008

I said, "If I called you at work in the middle of the day, would you be able to come to the phone and chat?" Any personal calls they have to make to the bank, insurance company or any personal matters, he always asks his wife to do it because he says, "You sit at your desk all day and have a phone readily available, so it is easier for you".

Fax 100

Fax Phones Expenses Filing 100

Stephanie LH Calahan

NOVEMBER 1, 2013

I always synch all of my files from my main Mac computer in my home office to Dropbox so that I am sure to have all of them handy while on the road by using the app on my phone and tablet. I have a data package on my phone and tablet so I can work from anywhere regardless of Wifi. It is worth the extra expense.

Time Zones 100

Time Zones 2003 Lifestyle Dropbox 100

Stephanie LH Calahan

MAY 13, 2011

" That is what I heard from her as we were talking on the phone.  OneNote: My Filing Cabinet In The Clouds. create notebooks and files just like I would with paper, but now it is all organized on my computer. Record Your Phone Calls Like A Pro. " Stephanie you are such a geek."   OK! 

Credit Card 100

Credit Card Google Docs Dropbox Filing 100

Practically Perfect PA

NOVEMBER 23, 2011

At first the consultants picked their own hotels and put the cost through their expenses and as you can imagine their choice of hotels varied wildly and so did the price. Filed under: Accomodation. My director gave me the task of reducing this spend by 20%. In some instances there can be a lack of cleanliness in the apartments.

Negotiating 100

Negotiating Suppliers Expenses Restaurants 100

Laughing all the Way to Work

JULY 15, 2008

My mind is already planning the next Board meeting and how I will organize my desk and the filing at the new place. I want all my filing to be up to date and my desk to be neat and tidy. Filing - We all have filing to do and when you are leaving it is even more important to get it done. Update your filing list.

Filing 100

Filing Calendars Staples Forms 100

Small Business CEO

JUNE 25, 2012

From finishing a restaurant meal when you’re already full, to calculating just the number of minutes you’ll need on your phone plan, we hate to hand over our money for nothing. Better still, have you ever stored a file in Dropbox? The smartest ones, however, utilize a shared file within the cloud. Liberate Yourself.

Dropbox 40

Dropbox Payroll Filing Restaurants 40

BMT Office Administration

MAY 9, 2024

The IRS is now encouraging businesses that filed ERC claims to re-examine their eligibility and, if necessary, withdraw the claims via the ERC Withdrawal Program. Mail your requests for e-filing waivers to Internal Revenue Service Ogden Submission Processing Center, Mail Stop 1057, Ogden, UT, 84201.

Payroll 52

Payroll 2024 Filing 2023 52

Productivityist

DECEMBER 15, 2013

File exchange: Dropbox, WeTransfer. Here are some examples of the “recipes” I used: Sync Dropbox file with Google Drive: Every time a VA saved or updated a file in our shared folder, the file would automatically upload to a designated Google Drive folder, which was useful for editing documents. Review: Google Docs.

Dropbox 40

Dropbox Filing Google Docs Google 40

Tips From T. Marie

JANUARY 27, 2022

Why it was a wise choice: Storing my files in the cloud rather than on a physical hard drive or flash drive makes it easy to access them from my desktop, laptop, iPad, and phone. It’s also super easy for me to share files with others. 2 A Business Phone. They say you must spend money to make money, and it’s true.

Dropbox 209

Dropbox 2012 Purchasing Filing 209

Ian's Messy Desk

JUNE 7, 2011

In a nutshell, you can save anything to this program and access it from your computer, from the web, or even your phone. Idea File – Ideas strike at random times, in the oddest places. Save recognized file formats to that folder and Evernote will upload to your account. Evernote on a mobile phone can geotag the photo.

Business Cards 100

Business Cards Twitter Staples PDF 100

The Small Business Blog

JANUARY 11, 2010

Business Telephone Systems & Phone Lines For Your Business techdepot.co.uk Add up all your monthly expenses so you can estimate how much money you will have left each month. » « Previous Entries This entry was posted on Monday, January 11th, 2010 at 7:58 pm and is filed under Business Checklists.

2007 100

2007 2008 2006 2009 100

Stephanie LH Calahan

JULY 18, 2012

My FAVORITE 1400 - Any time I had issue with any type of technical issue from my pc or laptop to pager to phone to printer to cell phone, you name it, I dialed 1400 and that group took care of it for me.    Filing and other administrative tasks took second seat and piles started accumulating. 

AT&T 100

AT&T Payroll Purchasing Filing 100

Success

FEBRUARY 16, 2023

office professionals surveyed agreed that they spend more time searching for documents and files they need than responding to emails and messages,” according to a 2021 survey conducted by Wakefield Research for Elastic. Don’t save an email or a phone call to deal with later. 54% of U.S. They never touch things twice.

2022 331

2022 Email Filing Agenda 331

Musings of a High-Level Executive Assistant

AUGUST 12, 2013

Set your cell phone alarm so you give yourself enough time to wake up, get out of the sleepy daze, and be functional when you return to your desk. If you're lucky, there's not a phone in the restroom or you're not expected to answer your cell phone from there. Or go sit on the steps in the stairwell, or the supply room.

Phones 52

Phones Gossip Policies Holidays 52

Musings of a High-Level Executive Assistant

MARCH 3, 2013

Surely, as executive assistants we may feel this way when we have to do all the boring stuff - filing, expenses, travel, calendaring, and phones. Often, the battle over work is being bored, not challenged, or one's job not being fulfilling. However, sometimes you are also given fun work and special projects.

Customer Service 40

Customer Service Gifts Finance Calendars 40

Stephanie LH Calahan

DECEMBER 2, 2009

  Some say the traditional paper planner is the best, while others swear by their smart-phone or on line tool.  Recommended Tool: Smart phone (I use the Nokia E71 & also recommend a Blackberry) [link] is a Hand-held Device great for Business Professional Pros of Planning Tool: Easy to use. Keep it charged!   

Calendars 100

Calendars Microsoft Outlook Twitter Purchasing 100

Administrative Arts

AUGUST 16, 2010

Answering Phones and Screening Calls. This includes setting up and managing electronic and physical files. Making Travel Arrangements and Compiling Expense Reports. However, regardless of the specifics, most duties fall within certain general guidelines for Administrative Assistants. Generalized Administrative Assistant Duties.

Fax 40

Fax PowerPoint Filing Meeting Minutes 40

The Small Business Blog

JUNE 15, 2010

Business Telephone Systems & Phone Lines For Your Business techdepot.co.uk We all start our own businesses because we have passion and drive, this can easily become lost in the day to day monotony of paperwork and tedious tasks, yet employing full or part-time staff can be expensive and risky.

2007 100

2007 2008 2006 2009 100