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Using a Financial Planning Checklist Can Help You Meet Your Goals

Success

Review your bank and credit card statements Even if you check on your bank accounts daily, pulling your bank and credit card statements can help you understand how the first quarter of the year has gone. Use the topics below to help you start your financial planning checklist and make the most of your money.

Goals 306
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Even Processing Credit Cards Can Be Paperless

Eco-Office Gals

Not having a method to accept payments from these cards could cost you sales. However, you don’t have to be drawn into a merchant account for credit card processing that uses paper receipts, a bulky device at the register and paper monthly reports sent to you in the mail. photo by: 401(K) 2013.

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Entrepreneur Jason Tartick on Making the Most of Unexpected Opportunities

Success

It was [like] the fire hose, full-speed coming at you, trying to drink out of it and just thinking, ‘I don’t know what’s hitting me in the face right now, but I like it and I need to figure it out,’” Tartick says. And if we weren’t taught how to understand them, we really need to explore: Do we know how to talk about them?”

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4 Simple Steps to Securely Send Credit Card Information

Office Organization Success

Many business owners find themselves in a situation where they are asked to send their credit card information in order to finalize a business transaction. Don’t EVER send sensitive financial data via email – even if it is split across two emails. But first, a word of caution …. ” at [link].

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How To Make Traditional Business Cards Work For You In The Digital Age.

Tips From T. Marie

Purchasing traditional business cards used to be one of the first official things you did when you started your own business. Today, with everything from file storage to forms being offered electronically, many business startups are abandoning the traditional business card altogether. And keep the back side of your card blank.

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The Technology Wave In The Service Industry | Joseph Pascaretta COO at WORKWAVE

Allwork

We’re seeing that in every way, shape and form in all the industries that we serve. Joe Pascaretta Joseph Pascaretta, the Chief Operating Officer at WorkWave, is a seasoned professional known for his expertise in business operations, program management, and customer service. Technology adoption is one of those key elements.

Finance 304
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How Financial Wellness Programs Can Benefit Employees and Employers

Success

We want them to be productive and happy and creative and we don’t want money stress to get in the way.” There are a lot of hours spent every week by employees managing their financial stress , juggling bills, doing all kinds of things that don’t add value—and they’re doing it on the employer’s time,” he says.