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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. 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. But first, a word of caution ….

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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.

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

Office Organization Success

If you can, add an informal picture so your clients get to see the person, not just the business owner. Enrollment Form/Project Booking Form: depending on your profession you may have an enrollment form if you’re signing up a client to one of your coaching programs, or a project booking form if you’re a VA.

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Simple Things You Can Do to Go Green in Your Business

Stephanie LH Calahan

Using less-toxic, biodegradable cleaning products not only improves the environment, but did you know that many natural cleaning products are usually sold in a concentrated form?    She was a wealth of information.   Start with something like electronic faxes.    Conserve Energy. . 

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