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My grandson is visiting and was surprised at how easy it was to purchase groceries the last couple of times that he was here.  Following are tips that will make the job fun and easy;

1.  Have a list – I always write Continue Reading »

There are several different types of contracts that can be negotiated in your private practise.  In order to incorporate them into your business you will need to ensure that you understand the options and details of each contract..

There are several advantages to providing contracted services as follows:

1.  You will have a steady stream Continue Reading »

Certain tasks need to be done on daily, weekly, monthly, quarterly and yearly schedules.  When you have customized your list and operationalize it, you will find that you reach the end of the year and everything is done!  Following is a listing of things that I do on a regular basis as part of my SUCCESS system.

DAILY

1.  Answer and return all telephone calls

2.  See the clients who are booked for the day Continue Reading »

One of the most important aspects of providing service is to ensure that proper and complete documentation is done.  Besides promoting efficiency in your business and being able to trace the work you have done with and for the client, you may need to produce information at a later date for government audit, to resolve complaints or to measure progress.

Each contact you have with the client, whether it is by Continue Reading »

Once your prospect has asked for an appointment and you have gathered the necessary information, there are some administrative tasks you need to complete as follows:

1.  Enter the appointment Continue Reading »

Before you ever have the first appointment, you will need to ensure that you can provide appropriate services to match the needs and then ask a number of questions to gather information for your file.

Following are the things that need to be asked when the prospect initially contacts the office:

1.  Who referred you?  This will help to determine Continue Reading »

If you do not have a good bookkeeping system it is very easy to lose money and not know that this has happened.  You will also waste a great deal of time trying to figure things out when it comes to month end or income tax time.  You can either use a manual or computerized system but will likely find that a good computerized system will soon pay for itself in the time that it saves you and the efficiency it provides.

Following are the basic functions that you Continue Reading »

There are several different types of filing systems that can be used in your business to keep things organized and easy to find.  Of course, the more paper you use, the more filing cabinets you will need  I recommend that you choose a different colour for each filing system.  This provides you with a visual reminder of where the file belongs..

Following are some of the systems which I have found are helpful in my private practice:

Client Filing System – We have tried a number Continue Reading »

Many people are fascinated with technology and invest a great deal of time and money into buying more “toys”.  This can not only drain the company of capital but also steal hours of time that might otherwise be used to increase income and profits.  Technology, when used as a tool to help you can make your life much easier and save a great deal of time and effort.

Consider how the following items might be help Continue Reading »

Think about your body.  It consists of a number of parts that all work together in a very intricate and efficient manner.  Each part is absolutely necessary for health and life.  You do not have more parts than you need.  If there is a problem with one part, the whole suffers.  That is the same with systems that you will need in your business in order to do well.

The Merriam-Webster Online Dictionary has several definitions f Continue Reading »

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