Practically Perfect PA

FEBRUARY 17, 2014

Deciding which documents their executive should read (assistants should schedule time in the Executive’s diary for catching up on paperwork / reading etc), forwarding documents to other members of staff as appropriate or filing information for a later date. Business travel. Purchase orders, invoices and expenses.

Management 100

Management Suppliers Holidays Calendars 100

Practically Perfect PA

APRIL 1, 2014

Event Management, Project Management, Human Resources and Finance have become a big part of my job. In the past I’d be answering phones, taking memos and maintaining files – nowadays you are an extension of your Executive. ” “When I first started as an EA, I was answering phones, filing, and typing memos.

Finance 100

Finance Salary Filing Project Management 100

All Things Admin

JUNE 23, 2021

Procedures show you, step-by-step, how to perform a specific task – for example, completing an expense report or submitting a check request. Travel planning. Finance and accounting. While they do work together to save you time, effort, and stress, they are not the same. Meeting and event planning. Project management.

Agenda 90

Agenda Equipment Administrative Professionals Calendars 90

Office Dynamics

SEPTEMBER 26, 2012

Imagine your finances being strong. No texting, no travel, no security checks and long walks through airports. The coffee pot at work, the telephone, copiers, shipments, filing, computers, social media, airplanes, buses, cards, traffic. Create an emergency fund of nine months’ worth of expenses saved in an account.

Finance 100

Finance Administrative Training Social Media Clothes 100

Stephanie LH Calahan

MAY 13, 2011

You can easily track personal and business finances, quickly see the profit/loss of the business, create invoices, review financial reports, import data AND easily transfer information to Turbo Tax (another program I'd recommend!) OneNote: My Filing Cabinet In The Clouds. I travel by car to see many of my clients, in their homes.

Credit Card 100

Credit Card Google Docs Dropbox Filing 100

Musings of a High-Level Executive Assistant

MARCH 3, 2013

Surely, as executive assistants we may feel this way when we have to do all the boring stuff - filing, expenses, travel, calendaring, and phones. I graciously accepted and found out it was her random act of kindness for the day and her inspiration was from a finance course she took.

Customer Service 40

Customer Service Gifts Finance Calendars 40

The Small Business Blog

APRIL 13, 2010

While your competitors have to pay out for expensive office space that they don’t need as clients dry up, your business can continue to thrive. An ideal example of people in this category are parents, childcare is hugely expensive and allowing people the flexibility to work from home means you can gain the staff others are missing out on!

2007 100

2007 2008 2006 2009 100

Stephanie LH Calahan

DECEMBER 23, 2010

  Simplify your finances.   Make your finances automagical. Simplifying your finances greatly reduces your stress. Goals are important, but not at the expense of happiness now. It makes everything else on this list possible. Read  more about it here.     13.    Simplify your life.

Goals 100

Goals Credit Card Retirement Stress 100

The Small Business Blog

JANUARY 13, 2010

Scudamore believes his philosophy so much that he has invited another competitor, Jason Mohr who runs Any Junk in London, to come visit their offices in Vancouver and even offered to pay half of his traveling costs! It’s expensive to develop your own resources so it makes sense to share. Think of the motor industry.

Collaborate 100

Collaborate 2007 2010 2008 100