article thumbnail

Using a Financial Planning Checklist Can Help You Meet Your Goals

Success

Although it might sound tedious, dedicating a little time to checking in on your bank statements, confirming you’re saving enough for retirement and reviewing the financial goals from the beginning of the year can help ensure you are on the right track. It also gives you time to make corrections if needed.

Goals 307
article thumbnail

Employee personnel files — what should and shouldn’t be included

BMT Office Administration

When thinking about what belongs in there, the Society for Human Resource Management suggests the following: “Consider whether the document would be relevant to a supervisor who may review this file when making employment decisions. Agreements related to the use of a company car or business credit card. Health insurance forms.

Filing 121
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How credit card companies offer different levels of customer service

Service Untitled

Credit cards are an important way of life for most Americans. According to CreditCards.com , the average consumer has nearly $16,000 in credit card debt, and the average interest rates of credit cards range from 10.37% for those with excellent credit to 28% for instant approval credit cards.

article thumbnail

Payment Processing "On Location" Just Got a Whole Lot Easier (App How-To and Review)

Stephanie LH Calahan

  When I set up my account to use PayPal Here I used their online form to get signed up, but found when I was helping my client that calling PayPal was a much faster way. Today, I'm going to walk you though processing a credit card, but as you can see, you could use this app as a general cash register if you wanted to.

article thumbnail

Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

Essential documents like performance evaluations and performance reviews will help you gauge employee productivity , and they’re both necessary to include in your personnel files. Besides the EEOC, the IRS also has requirements for employee documents, including which forms you need to have for each employee, such as W-4s.

Filing 52
article thumbnail

Give Your Clients Options

Step It Up VA Coaching

Make sure your website copy is concise, the navigation is intuitive, and information is available immediately and easily, in more than one form. E-books are great for people who prefer to review your products, services, or information in writing, and want to do so at their own pace. Acknowledge that everyone learns differently.

article thumbnail

Give Your Clients Options

Step It Up VA Coaching

Make sure your website copy is concise, the navigation is intuitive, and information is available immediately and easily, in more than one form. E-books are great for people who prefer to review your products, services, or information in writing, and want to do so at their own pace. Acknowledge that everyone learns differently.