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10 Best Financial Management Tools for Personal and Professional Use

Success

Empower also features calculators for education savings, net worth, personal budgets and investments, among others. When you connect your credit cards to the YNAB app, you can set a payoff date goal or schedule your card’s balance to be paid in full monthly.

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Making Taxes Less Taxing

Success

It’s so much easier than dumping receipts and bank and credit card statements in a box and manually going through each piece of paper every quarter. Business Credit Card Using a business credit card for all or most of your expenses is an easy way to capture all of your deductions in one place.

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

BMT Office Administration

Educational transcript. Agreements related to the use of a company car or business credit card. Payroll records for money or pay-related information such as: Timesheets. Payroll deduction forms. You must keep a completed Form I-9 on file for each employee on your payroll. Cover letter. Training records.

Filing 121
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How to Launch (and Maintain) a Successful E-Commerce Business

Success

When selecting a platform , you’ll want to ask: What are the monthly subscription fees and credit card processing fees? To that end, your website should also: Educate or entertain potential customers. Educational courses and delivery of content. How user-friendly is the back-end? Buy my stuff!”. Learn to delegate.

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

BMT Office Administration

Personal information You’ll mainly want to include an employee’s contact information here, such as: Full name Date of birth Address Phone number (mobile and landline) Education Job description Qualifications Other employee information, like their social security number and banking information, should NOT be stored in your personnel files.

Filing 52