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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For many solopreneurs a large part of their business is working one-on-one with clients, and that means having a way of keeping all of their client information organized and easy to access. This file will contain things like the agreement form from your client, assessment forms, or details of any projects that you’ll be working on.

Filing 100
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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. Sending info via email is like sending a postcard via mail.

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5 things you should do now to prepare for year-end payroll reporting

BMT Office Administration

We don’t yet know whether the IRS will issue final regulations dropping the mandatory e-filing threshold down to 100 or more information returns from 250 or more returns. The e-filing mandate applies to all information returns, including Forms 1099-DIV, which are often filed by Shareholder Services.

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7 Reasons to Free Your Business from File Cabinets & 5 Tips to Help You Do It

Tips From T. Marie

Yet there they stood, housing who knows what kinds of information that was no longer pertinent to the daily running of business, but took up valuable space because no one knew what to do with it. All new information gets created electronically and then work backwards to scan older paper files.

Filing 126
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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For many solopreneurs a large part of their business is working one-on-one with clients, and that means having a way of keeping all of their client information organized and easy to access. This file will contain things like the agreement form from your client, assessment forms, or details of any projects that you’ll be working on.

Filing 100
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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. If you can, add an informal picture so your clients get to see the person, not just the business owner.

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Choose Your Method of Communication Effectively – Email, Phone, In.

The Office Professionals Place

Monday, October 19, 2009 Choose Your Method of Communication Effectively – Email, Phone, In-person, “Snail&# Mail/Memos Have you ever received an email from someone who just started at the company asking you to do something and you haven’t been introduced? DO use email for informational purposes (i.e.

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