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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 way whenever you need to access your client’s information you just flip open the file and the information is right there.

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Top 5 Tips for Making Email the Cornerstone of Your Business

The Small Business Blog

Although email has lost ground to social media and instant messaging in recent years, it is still one of the quickest ways to get hold of people. Many business people don’t check their social media profiles regularly, whereas any email sent to them will most likely go straight to their smartphone. Why do they still use it?

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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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What does it take to be a successful office manager?

Page Personnel

What does it take to be a successful office manager? simonewu 24/01/2023 Office managers are responsible for making sure everything runs smoothly in the office. Office managers are responsible for keeping businesses running smoothly. They may be the first person that team members talk to when they arrive at work each day.

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Employers need to prepare W-2 security plans

BMT Office Administration

For your staff and the C-suite Payroll pros scored a huge success when they quickly shut down the W-2 phishing scam where a phisher poses as an occupant of the C-suite and asks for employees’ W-2 information to be emailed to them. ESS portals are common now, and the trove of information that resides there is catnip to scammers.

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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. Test your systems for 2022 filing.

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Cloudy with a Chance of Files: Unlocking the Potential of Cloud-Based File Storage

Tips From T. Marie

No matter what type of home business you may be running, storing files and information are part of the package. Its impeccable file management features, such as automatic tagging and AI-powered search, make finding files a breeze. I’m currently updating this course with new information, new materials, and new videos.

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