Remove Credit Card Remove Expenses Remove Forms Remove Review
article thumbnail

Using a Financial Planning Checklist Can Help You Meet Your Goals

Success

Although it might sound tedious, dedicating a little time to checking in on your bank statements, confirming you’re saving enough for retirement and reviewing the financial goals from the beginning of the year can help ensure you are on the right track. It also gives you time to make corrections if needed.

Goals 302
article thumbnail

Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

Essential documents like performance evaluations and performance reviews will help you gauge employee productivity , and they’re both necessary to include in your personnel files. Besides the EEOC, the IRS also has requirements for employee documents, including which forms you need to have for each employee, such as W-4s.

Filing 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Etch Moleskine Cover And Twist Precision Pen by Allegory

Productivity Bits

Disclaimer: I received these items from Allegory in exchange for my review. The art borne out of the palm’s creative touch echoes a form of poetry that is mute and solemn. An expensive kangaroo leather cover for a simple notebook (Moleskine notebooks are expensive also) could be an overkill for some people.

article thumbnail

Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

  Even if you are not the most technical person on your block, you probably have some form of technology in your life that you love.  The unique combination of electronic notebooks, stacks and tags allows anything that is stored to be easily recalled and reviewed. Accept Credit Cards Anywhere, Any Time.

article thumbnail

Reduce The Risk Of Employee Fraud

Small Business CEO

One of the easiest ways for employees to steal from a company is through the use of Expense Report Fraud. Expense report fraud can occur in many ways, but one of the most common forms is to cheat on lodging, meals, airfare and fuel expenses. Meals expenses are also easy to fudge. Measures to Reduce Employee Fraud.

article thumbnail

Grow Your Business With These Eight Processes Every Business Should Have

Stephanie LH Calahan

  As you review this list, think about the impact and implications of each item to your business.  Have a reliable way to understand the expenses and assets that your business has.    Co-mingling is when your personal and business finances are mixed--either through a bank account or credit card

article thumbnail

The 10 Best Goal Setting Apps to Help You Stay on Track

Success

Some apps require monthly subscriptions, which can get expensive. Make sure you know what you’re signing up for and read the cancellation policy before entering your credit card information. While many apps are free to download, you may have to pay for a premium version that unlocks all the features.

Goals 282