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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? Or have you played the popular “phone tag&# game?

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

BMT Office Administration

The e-filing mandate applies to all information returns, including Forms 1099-DIV, which are often filed by Shareholder Services. Send independent contractors Form W-9 to capture their SSNs and addresses. Phishers count on year-end stress to trick you and your staff into responding to the “CEO’s” email asking for employees’ W-2 data.

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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. Credit Card Authorization Form: you want to get paid, right?

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4 Simple Steps to Securely Send Credit Card Information

Office Organization Success

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. Ask your VA/service provider if she has a Credit Card Authorization form that she can send to you, and you fax back to her.

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Oh No! We May Not Have Heard From You

Stephanie LH Calahan

We May Not Have Heard From You Recently a wonderful reader responded to one of our posts via email to let us know that she had filled out our contact form and had not heard from us.    I went out right away to re-test our Contact Us form and found it was no longer working -- on any of our sites! To your success!

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

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. As the majority of your communication is probably done via email with documents going back and forth, you’ll also want to create an individual client folder on your PC.

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19 Tips for Managing Your Email Even When You Don't Want To.

Stephanie LH Calahan

Productive & Organized Goes Audio in 3 Different Ways » 19 Tips for Managing Your Email Even When You Dont Want To E-mail, it is the form of communication that we love to hate and love to love.    Multiple studies on business productivity will tell you that huge amounts of time are wasted on email.

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