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What is Good Information Hygiene?

Small Business Labs

The Trust Barometer has lots of good information and is well worth reading. But we were particularly struck by Edelman's concept of "information hygiene" in this year's report.   " They measure information hygiene across 4 dimensions: Regular engagement with news: Do they stay informed? .  

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Information You Need Cannot Be Optional For Your Client

Virtual Moxie

In your virtual assistance practice, having an intake process which, in part shares how you work, and that also collects information about the client (contacts, preferences, systems, etc.) Once, I heard about a client whose response to that sort of standard was, “I don’t ever do paperwork or fill out forms.”. That’s crap, too.

Forms 130
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Why File Form 2290 Online?

Small Business CEO

If you are into the trucking business, you must be aware of form 2290 and Heavy Vehicle Use Tax (HVUT). The IRS mandates that every person who owns a heavy highway motor vehicle weighing 55,000 pounds or more and covered 5,000 miles or above in the odometer file form 2290 and make the HVUT payment.

Forms 105
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IRS poised to allow e-filing of Form 941-X

BMT Office Administration

The IRS and the National Taxpayer Advocate have been going at each other hammer and tongs over the mountains of paper forms the agency still processes. Earlier this year, it kicked off a new scanning process for Form 940. It says by next winter’s filing season, you should be able to e-file Forms 941-X and 945-X and amended Form 940.

Forms 52
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The Best Ways to Use CRM Forms

Jen Lawrence

CRM (client relationship management) forms are one of the most effective ways to gather or share information with a client. When used well, CRM forms can cut down on the number of emails and meetings you may have to have, as well as save your sanity by easily documenting details. . What do I mean by “forms”?

Forms 52
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Elevating Your Role As An Executive Assistant

ProAssisting Blog

Adapt your support accordingly, whether it's the way information is presented, the timing of communications, or the format of reports. Building Trust and Reliability Reliability forms the bedrock of a successful partnership. Providing those valuable insights will solidify your position as a trusted business partner.

Calendars 739
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Is Your Workspace a CMRA? Prepare Now For Big Compliance Changes

Allwork

Under a new regulation published January 12, 2023 , centers will submit client information to a centralized online database rather than rely on paper forms. The following information is intended to help business centers and coworking spaces understand the changes coming their way. Background: What are the current rules?

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