Professional Assistant Blog

NOVEMBER 5, 2008

Home About Me Advertise Retrieve Your Files With Ease By The Professional Assistant on Wednesday, November 05, 2008 Filed Under: MS-Access , MS-Excel , Organize , Productivity D o you have quite a bit of filing to do? B eing able to retrieve the data is more important than an organized alphabetized file drawer.

Filing 100

Filing 2008 Cubicle 2007 100

BMT Office Administration

MARCH 16, 2022

There’s a reason the IRS rolled out some new tools and beefed up some old tools on its website this filing season—it’s still bogged down with last year’s returns! The likely effect will be delayed tax refunds for taxpayers who file even minimally complex returns. 2021 Form 1040 tax filing stats so far.

2021 52

2021 Filing Payroll 2022 52

BMT Office Administration

OCTOBER 4, 2022

The history of employee monitoring’s various forms. An example would be call centers, where employee phone calls and voicemails were recorded and closely monitored to ensure their quality and efficiency. Well, that’s a classic form of employee monitoring right there.

Filing 52

Filing 2020 Suppliers Social Media 52

BMT Office Administration

JUNE 16, 2023

Hopefully this isn’t an issue that comes up for your payroll department often, but it’s important to know what to do, and get it right, in the event that it does happen. More practically, cancel the deceased employee’s company email and security card, and retrieve their company-issued cell phone and laptop.

Payroll 52

Payroll Calendars Filing Forms 52

Stephanie LH Calahan

DECEMBER 23, 2009

Work With Stephanie « Cause and Effect - Productivity is an Action, Not a Result @QuietSpacing | Main | Organize Your Ideas and Watch Them Unfold » Planner Or Tickler (1-31) File? - Sometimes I wonder if I am duplicating my efforts by using a calendar and the tickler files. What are your thoughts in this area?

Filing 100

Filing Calendars Networking Email 100

The Office Professionals Place

OCTOBER 19, 2009

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?

Phones 100

Phones Email Filing IAAP 100

Success

JULY 20, 2021

Besides all the external factors that have essentially set them up for, well, failure (think the Great Recession and the COVID-19 pandemic), only 16% of millennials can be considered financially literate, according to George Washington University’s Global Financial Literacy Excellence Center. Trust me: I get it. The key is to start today.

Retirement 328

Retirement Finance Expenses Goals 328

Clutter Coach

DECEMBER 12, 2019

The author says what I already knew and have podcasted about before; that willpower has little to do with forming good habits, or being successful, or even having self control. The best way to form a good habit is to set up your environment to make success easy. You can sign up with my special link here: [link].

Forms 100

Forms Filing Environment Clothes 100

Office Dynamics

JULY 10, 2018

Keep the file on your desktop or easily accessible. If applicable and your manager does not ask these or similar questions you should be comfortable enough to bring them up during your meeting. Update phone extension list to ensure callers are directed to the appropriate person. Explore ways to reduce supply costs by 5% to 10%.

Goals 202

Goals Stress Filing Email 202

Clutter Coach

DECEMBER 15, 2017

You need a category of stuff to do when you’re not up for doing any of the hard stuff. Expense reports or any kind of form or report that requires you to gather information you have and compile it, just filling in the little blanks and sending it off. Do some filing. Get that pile off your desk and into the file drawer.

Filing 100

Filing Expenses 2016 AT&T 100

Office Organization Success

NOVEMBER 3, 2014

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

Filing Staples Email Fax 100

Office Organization Success

DECEMBER 15, 2012

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. Put your CC info in a Word document, and send to her via a secure file transfer service like Send This File or Dropbox. Instead use one of these options: 1. ” at [link].

Credit Card 100

Credit Card Dropbox Fax Filing 100

Clutter Coach

NOVEMBER 17, 2014

If you have a business partner but not an office manager, divide up responsibilities. I know they have fascinating and important information in them, but you don’t have time to read them and keep up with what came in today. Be careful about filing too much. Most people’s file cabinets are neglected paper graveyards.

Medical 100

Medical Filing Credit Card Legal 100

Laughing all the Way to Work

DECEMBER 17, 2015

You have to learn a whole new way of doing things, from how to log onto the computer to filling out a purchase order form. Even though they can seem like small things, at the beginning you are trying to do your best to impress and can feel a bit helpless when the phone rings and you realize you don't know how to answer it.

Agenda 100

Agenda Sprint 2015 Medical 100

All Things Admin

DECEMBER 18, 2020

The reason why is summed up perfectly by one of my favorite quotes from Joan Burge, founder, and CEO of Office Dynamics, Inc. Go to your human resources department and ask to see your employee file so you can write down all of the job titles, dates, and salary details for each position you’ve held with your current company. Procedures.

Cover Letter 98

Cover Letter Resume Business Cards Networking 98

BMT Office Administration

OCTOBER 10, 2022

Technology-related procrastination is relatively easy to stop by implementing a no-phone policy during the workday. If managers catch employees constantly playing on their phones instead of working, they can take disciplinary action. Another form of procrastination at work is presenteeism, which often gets misunderstood.

Management 125

Management Self Esteem Social Media AT&T 125

Stephanie LH Calahan

SEPTEMBER 10, 2011

  Click this link to be taken to my contact form and let me know you would like to explore the possibility of working together.    I'll contact you via phone (no charge) and we'll talk about what your current challenges are.  Find anything you file or store in 5 seconds or less.

Filing 100

Filing Legal Customer Service Stress 100

Stephanie LH Calahan

APRIL 1, 2011

.  By writing down the action you need to take, you will save yourself loads of time later when you pick up the paper again!    He picked up a piece of paper that contained a name and phone number of a contact.    So, the next action was not the phone call, it was the research. . 

Filing 100

Filing Phones AT&T Email 100

Step It Up VA Coaching

FEBRUARY 6, 2014

” There are several things that could cause you to come up short when it comes to checking things off your to-do list at the end of the day. Perhaps you spend too much time recreating every proposal or contract, every form, every letter or email each time you need it. Review every task that you perform on a regular basis.

Social Media 100

Social Media Equipment Forms Email 100

Office Organization Success

FEBRUARY 26, 2010

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. Digital: Create Client Folders.

Filing 100

Filing Staples Fax Email 100

The Small Business Blog

NOVEMBER 16, 2009

Business Telephone Systems & Phone Lines For Your Business techdepot.co.uk » « Previous Entries This entry was posted on Tuesday, November 17th, 2009 at 8:00 am and is filed under SME News Round-up. OnlineOffice: Overview Get the Flash Player to see this player. External Links External Links SynergyOne.co.uk

2009 100

2009 UPS 2007 2008 100

The Small Business Blog

NOVEMBER 30, 2009

Business Telephone Systems & Phone Lines For Your Business techdepot.co.uk Many India SMBs are turning to SaaS CIOL News Reports : KOLKATA, INDIA: India SMBs (Small and medium business or companies with up to 999 employees) are on track to spend US$30 million on accounting software in 2009, showing a 5 per cent growth over 2008.

2009 100

2009 UPS 2008 2007 100

Step It Up VA Coaching

APRIL 11, 2013

” There are several things that could cause you to come up short when it comes to checking things off your to-do list at the end of the day. Perhaps you spend too much time recreating every proposal or contract, every form, every letter or email each time you need it. Review every task that you perform on a regular basis.

Social Media 100

Social Media Equipment Forms Email 100

Stephanie LH Calahan

MAY 13, 2011

" That is what I heard from her as we were talking on the phone.    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.  Do You Have A Pain In Your Back-up? Everything is backed up on the web automatically.   OK! 

Credit Card 100

Credit Card Google Docs Dropbox Filing 100

The Small Business Blog

JULY 14, 2006

Business Telephone Systems & Phone Lines For Your Business techdepot.co.uk The aim of this part of the start up guides is to help you get over this initial hurdle, and by doing so save you money, failure to register within given time limits carries a fine. If you are operating through a limited company the form you use is CT41G.

UPS 100

UPS 2006 2007 2008 100

The Small Business Blog

MAY 20, 2008

Business Telephone Systems & Phone Lines For Your Business techdepot.co.uk Small Business Start-Up Idea – C.V. You will operate through your website and have a number of options (e-mail, fax or phone) about the way you collate personal data (such work experience and qualifications) from your client.

UPS 100

UPS 2008 2007 2009 100

Laughing all the Way to Work

JULY 15, 2008

My mind is already planning the next Board meeting and how I will organize my desk and the filing at the new place. I want all my filing to be up to date and my desk to be neat and tidy. I want to tie up any loose ends. Filing - We all have filing to do and when you are leaving it is even more important to get it done.

Filing 100

Filing Calendars Staples Forms 100

Practically Perfect PA

SEPTEMBER 5, 2012

Both times I’ve replaced my phone as quickly as is humanly possible because I am just lost without it (sometimes I am literally lost without it thanks to my dependence on Google maps to get me about London!). Although I still do print everything off this is a great app to have on your phone so you can check your details on the go.

Restaurants 100

Restaurants Travel Phones Calendars 100

Practically Perfect PA

SEPTEMBER 5, 2012

Both times I’ve replaced my phone as quickly as is humanly possible because I am just lost without it (sometimes I am literally lost without it thanks to my dependence on Google maps to get me about London!). Although I still do print everything off this is a great app to have on your phone so you can check your details on the go.

Restaurants 100

Restaurants Travel Phones Calendars 100

Stephanie LH Calahan

DECEMBER 29, 2010

Work With Stephanie « Save Time Doing Simple Things that ADD UP to Major Time Savers | Main | 5 Tips for Productivity, Organizing and Changing Your Life » Tips to Go Almost Paperless "Steph, do you have some ideas for how I can go paperless?    I have so many piles and I don't want to file it all."

Credit Card 100

Credit Card Filing Email Networking 100

The Small Business Blog

APRIL 8, 2008

Business Telephone Systems & Phone Lines For Your Business techdepot.co.uk Small Business Start-Up Idea – Sign-Making Service by Stefan Töpfer on Apr 09, 2008 Sign manufacture is a fun way for you to earn some extra income. The overall set-up cost could be from five to ten thousand pounds. 10% off on orders over £50).

UPS 100

UPS 2008 2007 2006 100

Practically Perfect PA

NOVEMBER 28, 2012

If the email was a bit vague I either deleted it, filed it or well I probably did just deleted it. If the FYI is urgent perhaps a phone call would be better. Who is the email going to know, do they need it to clog up their inbox or will a phone call do or even walking over to talk to them (eek?!)

Email 100

Email AT&T Equipment Phones 100

Stephanie LH Calahan

FEBRUARY 18, 2011

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.  I'll read and delete and save those of interest in a file. What remains in your in-box is actionable items, not filing.

Email 100

Email Management Filing Monster 100

Stephanie LH Calahan

JANUARY 3, 2011

  Here are a few tips to get started: Set up a filing system to store and manage your paperwork Your paperwork likely consists of three types of paper:  1) stuff you need to take action on 2) stuff you are saving for reference and 3) stuff that you should have tossed a long time ago, but haven't. 

Filing 100

Filing Medical Finance Health 100

Stephanie LH Calahan

JUNE 8, 2011

  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. 

Fax 100

Fax Environment Purchasing Filing 100

Stephanie LH Calahan

FEBRUARY 25, 2011

» 6 Tips to Save You Time and Wasted Effort We are really close to wrapping up time management month!  It's a great way to save files and photos on the "cloud." If you don't know about Roboform ( [link] ) you're spending unnecessary time looking up passwords for regularly used websites.

Dropbox 100

Dropbox Filing Networking Fax 100

Productivityist

MARCH 10, 2016

Even things that don’t seem efficient at first, such as forming security procedures and establishing a security schedule, can be made efficient with the right tweaking. But keep in mind that you should only use apps that you actually need or you’ll end up wasting your time. This means that you need to create a plan to protect yourself.

Calendars 40

Calendars Filing Stress Forms 40