Many small businesses need help in setting up new equipment or have problems with other purchases, prompting them to contact customer service. This could be issues with computers, software, or assembling furniture.
The idea is for customer service to provide guidance or solutions to the problem, which seems simple, but oftentimes customer service representatives don’t meet expectations. The customer service representatives can be pleasant and patient, but the experience can be exasperating with employees and small business owners spending hours or even days trying to resolve a problem, creating stress and possible loss of income.
So what can you as a small business owner, office manager or administrative assistant do to make sure you get the needed information or help you need? We all know about documenting the time of contact and name of the customer service representative, but what else can you do?
Here are some ideas you may consider when you contact customer service:
Have you ever found yourself with a pre-printed form that needs to be filled in?
Using a typewriter is out of the question. One solution is a template that you can use and reuse to print the required information on the forms properly. Following are specific steps on how to print on pre-printed forms by creating a template in Excel and using the columns and rows as guidelines.
To print a pre-printed form using Excel, you’ll use the following:
Excel guide worksheet – includes a grid
Excel template – includes text boxes
You will then follow these steps to print on your pre-printed form using Excel — see link
Businesses of all sizes need to pay their bills on a regular basis to maintain a good reputation in the marketplace and stay afloat. A small business needs to be savvy in paying bills, even with a computerized system. You don’t want to pay too slow or too fast — the idea is to pay right.
For specific solutions for:
-Paying the same bill twice
– Paying late
– Paying for damaged or never received items or services
– Paying online
Stuck with a preprinted form that needs to be filled out but your handwriting may not be that clear? Yes, we still get those once in a while, like the red 1099 form. Strangely enough, these forms may be scanned, and if the letters are not that clear, the information may not transfer properly and it can be a pain. The IRS may send a letter saying that the name and social security or employer ID don’t match, for example, because the 1099 scanned changed a letter in the person’s name.
Using a typewriter is out of the question, so, what can you do? You could use Excel to be able to print on the form properly. Here is a quick tutorial with screenshots and pictures about how you can fill these forms using Excel —
Nonprofits may be exempt from paying income taxes, but they still need to pay payroll taxes. Taxes withheld must be remitted to the government and 1099 must be filed for contractors.
When payroll taxes are not paid up, people working for the nonprofit may be personally liable for the money. Yikes! Read more about this at:
Look at ALL requirements of such grants, or you can get in trouble and may need to return the funds. This can get really sticky.
The idea of separation of duties is not that obvious for many organizations, specially the ones with tight budgets, having one person handle too many functions because it seems simple and straightforward. It’s usually a mistake.
The overall goal of separating duties is to have a system osf checks and balances to prevent losses and mistakes.
See the following articles about this topic: