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IRS releases details on how to withdraw ERC claims

BMT Office Administration

The IRS has kept its promise to provide relief to employers that filed Forms 941-X to claim the pandemic-era employee retention credit for which they aren’t eligible. 14, the day the IRS imposed a moratorium on processing Forms 941-X on which the credit is claimed, but who haven’t yet received their ERCs.

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. You simply print it out and fill it in each time you take on new client. In your main client folder.

Filing 100
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To do or not to-do? Managing with the to-do list

Laughing all the Way to Work

My sister told me she once worked with a manager whose first question when meeting with her staff was, "What does everyone have on their plate?" The manager then told each member of the team to go back to their desks and type up a to-do list of everything they were doing and the status of each item.

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Interview Questions and Answers for PAs, EAs and Admins Part 6

Practically Perfect PA

He was very self reliant so he didn’t want me to touch his unique filing system. I would pop the file on his desk so that he had everything he needed for the following morning. During every competency based interview I have been asked about my people management skills. Can you give me an example of great customer service?

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. You simply print it out and fill it in each time you take on new client. In your main client folder.

Filing 100
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Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

  Even if you are not the most technical person on your block, you probably have some form of technology in your life that you love.  Wordpress is not just a software, but a platform for managing, creating and publishing information on the Internet without having any technical and programming skills. It is FREE to use!

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Productive Networking: 22 Ideas to Organize Business Cards for Effective Followup

Stephanie LH Calahan

Collecting business cards or other forms of contact information is only the first step in networking.  The most effective networkers have a system to manage/organize business cards and their contacts.  They are then placed in a reference (Rolodex) file by type of business and not the name.   :-).