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Quick Tips When Managing Emails

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The other day, I spoke with my client, and we got on a topic about making email retrieval and organizing easier to manage. While using the search bar in your email management app when looking for emails is helpful, having an effective managing emails system will get rid of your unwanted emails quickly and allow you to see what needs to be focused on.  But, you may ask, "why do I need to determine an email management system?" Having an effective system when emailing will help in several … [Read more...] about Quick Tips When Managing Emails

How to Track Social Media Followers Engagement in Your Business

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I work with several clients that need help managing their social media marketing.  I had to create a way to track social media followers' engagement that would make it easy for clients to see the progress for them. Follow along and create your own tracking sheet for your business. Tracking Social Media Followers Tips Gather the list of social media accounts you want to gather data. Make a list of all your social media accounts that you want to track. You can even add the username … [Read more...] about How to Track Social Media Followers Engagement in Your Business

7 Areas to Organize in Your Office Files

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Many owners view filing systems as a necessary evil since by taking the time to set it up and maintain it doesn't help make money for their business. So, they quickly file papers in groups that may or may not be appropriate just to get it out of the way and give them more time to do things that help them make money. But, then they get frustrated when they can't find what they were looking for in the future. The reality is all businesses need to keep retrievable files and need to have systems in … [Read more...] about 7 Areas to Organize in Your Office Files

Seven Backup Systems To Have In Place

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As I mentioned in an earlier post,  September is National Preparedness Month. This month is a perfect time to remind you to review your office procedures and backup plans for emergencies. Doing these tasks tells employees what to do in case of an emergency like a hurricane or other natural disasters. It also shows your customers that you are thinking about their well-being. The clients who have concerns and issues and reach out to you for help or guidance will be your advocate when … [Read more...] about Seven Backup Systems To Have In Place

6 Steps to Find Missing Papers in Your Small Office

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Ever look for missing papers that need your immediate attention. Going through pile after pile of paper, you think to yourself, "What did I do with that … file?" Lucky for you, below are six steps to find missing papers documents in your small business. How to find your missing office papers Think back, when was the last time you saw the file? Any ideas? Check where you usually file the document. Check the folders near where you filed the paper. Check in front, then behind and … [Read more...] about 6 Steps to Find Missing Papers in Your Small Office

How to create checklist or procedure lists to improve productivity in your business

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Do you have issues remembering every step to your business process? Get frustrated when you forgot a step? Do you feel like you can't delegate a project because you are afraid that the other person will miss a crucial step? Well, you are not alone. All small business owners have these worries. For a small business to succeed, the company needs to have structure. Step by step instructions documented will help not only the person who is doing the task but also allow another to do the duties if … [Read more...] about How to create checklist or procedure lists to improve productivity in your business

The Pros for Using Templates and Checklists

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A lot of self-employed small business owners are sole proprietors that work by themselves or with clients and don't feel the need to make a checklist or template of what they on a regular basis since they are the only one doing the tasks.  Though, if they get sick or busy, the tasks are not completed.  Then, they feel overwhelmed and anxious, frustrated that they can't finish their projects. I am here to convince you that making templates and checklists are critical to your small … [Read more...] about The Pros for Using Templates and Checklists

How Long Should I Keep Business Records

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How long do you keep your business files? Do you keep them forever or do you get rid of them after a certain length of time?  Keeping files for a business is different from keeping your personal files. There are many different types of business files that need to be kept at different lengths of time. Over the years small business owners have asked me these questions. To be honest, the IRS doesn't have a clear, across the board answer to this question so here is what I suggest.  If you wish to … [Read more...] about How Long Should I Keep Business Records

8 Tips on Preparing your Office for an Emergency

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With national disasters and the recent Coronavirus outbreak, small businesses need to be prepared for anything.  How ready is your office? Here are 8 tips on Preparing your Office for a hurricane or emergency. Small Business Preparedness Tips Do a full back-up of all your computer files when you first hear of the hurricane or emergency.  This will minimize the amount of missing information. Having at least two places where your stored files will help you. It can be an … [Read more...] about 8 Tips on Preparing your Office for an Emergency