When I’m not helping clients streamline their business operations, you’ll usually find me at a pool table 🎱. I recently spent a week in Las Vegas for the APA World Pool Championship. It was a massive tournament with hundreds of teams, three giant event rooms, and a schedule changing by the hour. While that level… Continue reading From Chaos to Calm: Focusing on Actionable Steps
Category: Office Logistics
Stop The Digital Scavenger Hunt: 3 Tips For Better Filing
I recently worked with a client to prepare for an insurance certificate audit. It sounds like a straightforward administrative task—until we saw where the data was actually living. We found certificates scattered across five different cloud folders, buried in old email threads, and tucked away in “miscellaneous” downloads or “my documents”. It wasn’t a filing… Continue reading Stop The Digital Scavenger Hunt: 3 Tips For Better Filing