BMT Office Administration

JUNE 22, 2022

Keeping track of paperwork can be a challenge, It’s easy to misplace a file or even spill coffee on a document on your desk. If your desk is still cluttered with paper files or documents, it’s probably time to consider switching to electronic records management (ERM). Better file retention compliance. Saving time.

Filing 98

Filing Legal Budget Policies 98

Success

MARCH 20, 2023

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. Will you collaborate with other advisors, like CPAs or attorneys?

Retirement 147

Retirement Interviewing Goals Phones 147

BMT Office Administration

MAY 13, 2022

Leaving aside the 44% of employers that would like to banish remote work altogether, issues of unplugging, loneliness and collaboration arise, he added. The process should include Payroll , the tax department and your legal department. Add identifiers or alerts to your travel and expense management system. The future of wages.

Payroll 52

Payroll Legal Stress Expenses 52

Stephanie LH Calahan

MAY 13, 2011

OneNote: My Filing Cabinet In The Clouds. create notebooks and files just like I would with paper, but now it is all organized on my computer. We were trying to figure out a way for my Associates and I to share files within my home office but also with my business partner that lives about 20 minutes away. Find here: steph.bz/EZBackup.

Credit Card 100

Credit Card Google Docs Dropbox Filing 100