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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. Don’t beat yourself up if you had to put a repair or unexpected expense on a credit card.

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5 Tools to Help You Automate Your Work

Office Dynamics

For instance, you can post a photo on Instagram and in turn, it is downloaded in Dropbox. IFTTT has the ability to connect to just about any application and even has a platform that allows app developers to integrate new apps with the IFTTT system, making it easier for clients to see the new app, download and use it.

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6-Step Checklist for a Successful Sales System

Office Organization Success

You’ve done all the hard work in creating it and getting it ready to sell on your website; the one job that remains to be done is to actually get it out there so your clients can purchase it … you need a Sales System! Thank You/Download Page. Ideally you would want a merchant account so that a client can pay by credit card.

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Give Your Clients Options

Step It Up VA Coaching

Having downloadable MP3s allows folks to take it with them on an ipod, iphone or other MP3 device and listen to it on the go. You must offer a credit card payment option, easily implemented through an online service such as 1ShoppingCart, or PayPal. Audio podcasts appeal to folks who learn by listening.

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Steps for Creating a Paperless Home Office

Productivity Bits

The first part is building your paperless system , while the second is all about how you maintain your paperless office. In addition to scanners, cables, and cable management systems, other items you will want to consider purchasing are a shredder, an external hard drive, and document storage software. all provide paperless statements.

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Give Your Clients Options

Step It Up VA Coaching

Having downloadable MP3s allows folks to take it with them on an ipod, iphone or other MP3 device and listen to it on the go. You must offer a credit card payment option, easily implemented through an online service such as 1ShoppingCart, or PayPal. Audio podcasts appeal to folks who learn by listening.

article thumbnail

Give Your Clients Options

Step It Up VA Coaching

Having downloadable MP3′s allows folks to take it with them on an ipod, iphone or other MP3 device and listen to it on the go. You must offer a credit card payment option, easily implemented through an online service such as 1ShoppingCart, or PayPal. Audio podcasts appeal to folks who learn by listening.