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10 Best Financial Management Tools for Personal and Professional Use

Success

Managing your business and personal finances can be a headache. We’ve put together a list of the best financial management tools for both personal and professional use. Professional money management tools tend to be extremely robust and not always suited to individuals. For this reason, we’ve separated the two categories.

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Leveraging Procedures for Effective Training and Onboarding

All Things Admin

You might be using a new phone system or dealing with new project management software. Tools of the Trade Familiarize them with the essential programs and platforms used by the company (project management, file management, internal communications, virtual meeting platforms, etc.),

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Make Procedures Development a Habit, Not a Project

All Things Admin

Or you may have set days of the week where you do certain reports or perform routine tasks like expense reporting or payroll. Report how many procedures you started to your accountability partner or your manager at the end of each week. Make it your goal to create momentum that helps you start your procedures.

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