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10 Best Financial Management Tools for Personal and Professional Use

Success

Managing your business and personal finances can be a headache. Personal Finance Tools Personal financial needs are often a little different from those of a business. So, if you are keeping up with income and expenses, you can quickly pull the data without much thought. Plus, it’s free.

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Business finance: The ultimate guide for non-finance people

BMT Office Administration

Either way, you’ll need to master the basics of business finance if you want to find success. Even employees not working directly in finance generally need a basic understanding of it to succeed. Nothing exists in a bubble, and business finance is no different. Why is that?

Finance 105
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3 Smart Money Moves to Make Before Starting a Business

Success

Unsurprisingly, finances are at the top of the planning list. Financial considerations for setting up your business—such as cash flow management and forecasting—should always be your baseline before going any further. That will help you work with vendors and line up those timelines so your accounts receivable comes in first.

Finance 345
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Greening Up Your Business Finances

Eco-Office Gals

And you might be surprised to learn that there are even ways to do so when it comes to your business finances. For example, many people have already switched to online banking and bill pay when it comes to their personal finances. Post from: Eco-Office Gals Greening Up Your Business Finances.

Finance 100
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5 SOP examples for your business

BMT Office Administration

More complex processes can even be broken up into multiple SOPs to detail different tasks within a larger process. The goal is to make your documentation thorough enough that any employee that follows it will end up completing the task in the same manner with a consistent end result. Expense policy. How to format an SOP.

Payroll 72
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Technology of the week: Expensify

Practically Perfect PA

Expensify’s moto is “Expense reports that don’t suck!” ” Founded back in 2008 Expensify have a number of features that make processing expenses easier. There are a few different elements that make up the Expensify website, here are just a few features. Processing expenses does suck!

Payroll 100
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What electronic record-keeping software best fits your needs?

BMT Office Administration

If you don’t have that document backed up in an electronic format, you may have just lost important company or employee data. Some electronic record-keeping software also allows users to set up alerts for when the retention period has ended. More expensive than basic file storage options. Saving time. eFileCabinet. eFileCabinet.

Filing 98