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3 Smart Money Moves to Make Before Starting a Business

Success

Knowing what resources you have on hand before you get in too deep can provide peace of mind that you’ll either have the funds you need to support your startup phase or that you need to save more before you order those new business cards and call yourself CEO. It requires time, energy and resources. All investing involves risk.

Finance 345
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How to Start a Nonprofit Organization In 5 Simple Steps

Success

Donors asked if they can deduct the cost of the donated items on their tax return, and a few people suggested you make your project legal by filing for nonprofit status. You may have a harder time obtaining funds from donors if the charitable group you want to support already has access to the resources you intend to offer. “A

Filing 162
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It’s time to review (or create) your document retention policy

BMT Office Administration

Creating an effective documentation retention policy involves reviewing company and human resources requirements, state law, federal law, industry and governmental regulatory requirements, and insurance policies. Input from senior management, human resources, and the record-keeping department is a must.

Policies 105
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

That’s not even mentioning all the paperwork involved in the onboarding process, such as employee handbooks , contact information, and direct deposit/banking information — just to name a few. These types of violations can cost your organization $75,000+ , so keeping confidential information separate is a must.

Filing 52
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Essential Systems for Entrepreneurs

Jen Lawrence

There’s a lot to consider – legal concerns, tracking financials, and getting all the work done. Supports keeping your client information orderly. Bookkeeping, Invoicing, Expenses, Accounting, Taxes. That’s why I’ve created these two incredible resources. Client Management. Supports all things money.

Legal 52
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Essential Systems for Entrepreneurs

Jen Lawrence

There’s a lot to consider – legal concerns, tracking financials, and getting all the work done. Supports keeping your client information orderly. Bookkeeping, Invoicing, Expenses, Accounting, Taxes. That’s why I’ve created these two incredible resources. Client Management. Supports all things money.

Legal 52
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How to Choose a Financial Adviser

Success

Traditional advisers are usually the most expensive and may require a high minimum investment balance. One way to do that is to verify that your adviser is a fiduciary, which means that they are legally required to put your interests ahead of their own. What information do you need to develop a financial plan for me?