article thumbnail

30 New Year’s Resolution Ideas to Make 2024 Healthier, Happier & More Secure

Success

Empower yourself to live debt-free by paying down high-interest debts such as credit cards. Improve your credit score. Doing small things like paying bills on time and making multiple credit card payments each month (if you’re able) can boost your credit score and improve future financial benefits.

2024 300
article thumbnail

How to Create a Sales Policy That is Fair to ALL of Your Clients

Office Organization Success

When you start developing your multiple streams of income business by adding products and programs which are available on your website, there’s a very specific policy you need to have in place … and that is a clearly defined Sales Policy. Part way through the payment plan one of your client’s credit cards gets declined.

Policies 100
Insiders

Sign Up for our Newsletter

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

article thumbnail

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

BMT Office Administration

Included material spans from initial application through leaving the organization. Agreements related to the use of a company car or business credit card. Again, note that all companies will not organize their various types of files in the same way. This policy clarifies what needs to be saved, where, and for how long.

Filing 121
article thumbnail

How to Get Organized Using Lists

Ian's Messy Desk

She has lists of gift ideas, quotes for greeting cards, honey-do’s and much more. Organized people don’t rely on their memory — they rely on their lists. These are a few of the lists he keeps on his handheld device: Account and $ numbers - credit card #s, PIN #s, etc. ( Be careful with this list.

article thumbnail

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

BMT Office Administration

While dealing with lots of paperwork doesn’t rank as most HR professionals’ favorite task, proper recordkeeping for employee personnel files is a must for any organization. However, besides simply staying organized and complying with federal laws, personnel files provide a whole host of other benefits, so let’s take a look at them.

Filing 52
article thumbnail

The 12 Privacy Tips of Christmas

Ian's Messy Desk

Minimize the number of identification and credit cards carried. Tear/shred receipts, copies of credit applications, other documentation containing personal information, don’t just throw it in the garbage. Obscure credit card numbers on customer receipts. name, address, phone number) will be used.

article thumbnail

How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

It sets out specifically what your terms and conditions are, i.e. payment policies, payment methods, confidentiality etc. Credit Card Authorization Form: you want to get paid, right? Be sure to include this form on a separate page so that your client can fax back their credit card details to you.