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Using a Financial Planning Checklist Can Help You Meet Your Goals

Success

Review your bank and credit card statements Even if you check on your bank accounts daily, pulling your bank and credit card statements can help you understand how the first quarter of the year has gone. Use the topics below to help you start your financial planning checklist and make the most of your money.

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Even Processing Credit Cards Can Be Paperless

Eco-Office Gals

Not having a method to accept payments from these cards could cost you sales. However, you don’t have to be drawn into a merchant account for credit card processing that uses paper receipts, a bulky device at the register and paper monthly reports sent to you in the mail. photo by: 401(K) 2013.

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4 Simple Steps to Securely Send Credit Card Information

Office Organization Success

Many business owners find themselves in a situation where they are asked to send their credit card information in order to finalize a business transaction. Don’t EVER send sensitive financial data via email – even if it is split across two emails. But first, a word of caution …. ” at [link].

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How To Make Traditional Business Cards Work For You In The Digital Age.

Tips From T. Marie

Purchasing traditional business cards used to be one of the first official things you did when you started your own business. Today, with everything from file storage to forms being offered electronically, many business startups are abandoning the traditional business card altogether. And keep the back side of your card blank.

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How Financial Wellness Programs Can Benefit Employees and Employers

Success

We want them to be productive and happy and creative and we don’t want money stress to get in the way.” There are a lot of hours spent every week by employees managing their financial stress , juggling bills, doing all kinds of things that don’t add value—and they’re doing it on the employer’s time,” he says.

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How credit card companies offer different levels of customer service

Service Untitled

Credit cards are an important way of life for most Americans. According to CreditCards.com , the average consumer has nearly $16,000 in credit card debt, and the average interest rates of credit cards range from 10.37% for those with excellent credit to 28% for instant approval credit cards.

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Employee personnel files — what should and shouldn’t be included

BMT Office Administration

Agreements related to the use of a company car or business credit card. Health insurance forms. Pay authorization forms. Payroll deduction forms. Keep I-9 forms in a separate file. You must keep a completed Form I-9 on file for each employee on your payroll. PIPs (Performance Improvement Plans).

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