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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. Beef up computer security. And employees are going to want to access their W-2s on their phones. With this in mind: 3.

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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

Sign Up NOW For Free. 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. Sign Up NOW For Free. Live GET CLIENTS NOW! Live GET CLIENTS NOW!

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4 Simple Steps to Securely Send Credit Card Information

Office Organization Success

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. Find out if your business is on the right track with the free quiz, “Is Your Business Set Up To Fail?” Sending info via email is like sending a postcard via mail. ” at [link].

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Simple Things You Can Do to Go Green in Your Business

Stephanie LH Calahan

  Change Up Your Cleaning Products. 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?    As a part of our Earth Day pledge, we decided to green-up our cleaning. 

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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. This confirms the arrangement you’ve both made, and both parties know exactly what they’re signing up for.

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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. By setting up a client tracking spreadsheet that shows you at a glance exactly where your clients are in your programs will give you a ‘big picture’ view of your business.

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