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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For many solopreneurs a large part of their business is working one-on-one with clients, and that means having a way of keeping all of their client information organized and easy to access. This file will contain things like the agreement form from your client, assessment forms, or details of any projects that you’ll be working on.

Filing 100
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3 “Needs” of Time Management

Ian's Messy Desk

The post 3 “Needs” of Time Management appeared first on Ian's Messy Desk. Before you can start managing your time, you have to analyse how it’s being used. If a regular sales report is needed, perhaps an assistant can prepare the information. How to Better Manage Your Time and be More Productive.

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3 Needs of Time Management

Ian's Messy Desk

Before you can start managing your time, you have to analyse how it’s being used. If a regular sales report is needed, perhaps an assistant can prepare the information. Do the meeting minutes need to be prepared, printed, collated, staples and distributed to committee members? Keep a log of your daily activities for 2–3 weeks.

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A 4-Question Guide to Unlock Your Creativity

Success

In an informal poll, we asked friends, family members and neighbors the same question, and the results were unanimous: A retired accountant: yes. Relationships involve inventive problem-solving at every turn, for example, as does the management of our own emotional well-being. So you think you’re creative? We’re going to guess you do.

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IRS releases details on how to withdraw ERC claims

BMT Office Administration

The IRS has kept its promise to provide relief to employers that filed Forms 941-X to claim the pandemic-era employee retention credit for which they aren’t eligible. 14, the day the IRS imposed a moratorium on processing Forms 941-X on which the credit is claimed, but who haven’t yet received their ERCs.

Fax 52
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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For many solopreneurs a large part of their business is working one-on-one with clients, and that means having a way of keeping all of their client information organized and easy to access. This file will contain things like the agreement form from your client, assessment forms, or details of any projects that you’ll be working on.

Filing 100
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What I Learned the Year We (Nearly) Skipped Christmas

Success

An hour later, they returned to inform us that our flight was delayed. She loathes whining in all of its forms, always emphasizing the value of dealing and doing. Jimmy Buffett’s island-inspired tunes became a staple in our house as she yearned for palm trees and warm sand. But that was fine, my mom insisted.

Learning 279