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Quickbooks Pro: How-to Track Retainer Client Deposits

Quickbooks Pro: How-to Track Retainer Client Deposits

by Tawnya Sutherland | Oct 12, 2014 | Administrative | 1 comment

If you use Quickbooks Pro and have retainer clients you need to track how much they deposited and how much you have used.  Need to know how?  Start by creating a “Sales Receipt” to record the client’s deposit to their account.  Click on “Create Sales Receipt” on the...
Should You Worry About Your Online Reputation?

Should You Worry About Your Online Reputation?

by Tawnya Sutherland | Apr 7, 2014 | Administrative | 2 comments

The short answer is yes you should. Here’s the long answer: The internet is one of the most powerful tools we have today. It has changed the way we pay our bills, shop for things, make reservations, talk to relatives and send correspondence. Our children are playing...

Managing Our 24 Hours as a Virtual Assistant

by Tawnya Sutherland | Mar 31, 2014 | Administrative, Starting Out | 1 comment

We all have the same amount of time to expend each and every day, so why does it seem like some people have mastered their time better than others? As Virtual Assistants I think we struggle with this quite a bit. I don’t think it’s about the time at all, I...
Becoming Your Most Productive Self

Becoming Your Most Productive Self

by Tawnya Sutherland | Nov 6, 2013 | Administrative, Starting Out | 1 comment

Have you ever had those days were you leave the office feeling like you have gotten absolutely nothing done? You worked through lunch, randomly checking email and chasing your to-do list with no real sense of accomplishment in your day. We have all had them but there...
4 Tips to Thrust Your Career as a Financial Services Virtual Assistant into Motion!

4 Tips to Thrust Your Career as a Financial Services Virtual Assistant into Motion!

by Tawnya Sutherland | Sep 24, 2013 | Administrative, Specializing | 4 comments

When we speak with Financial Planners, we often ask them to consider this:  sell more, earn more.  If you are spending your valuable client time on paperwork, tracking down requirements, and dealing with administrative issues, what opportunities are you missing?Enter...
Amp up Your Virtual Assistant Business with Transcription

Amp up Your Virtual Assistant Business with Transcription

by Tawnya Sutherland | Apr 8, 2013 | Administrative | 0 comments

We all know that audio and video are huge in the online business world right now. Your clients are adding video posts to their websites. They are holding webinars and teleseminars. They’re posting audio and video messages to sales pages. Did you know that you can...
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