by Donna D. McMillan, Island Organizers

What would you do if yours was lost or stolen?  According to the FBI, “a wallet or purse is the most concentrated place that your personal identification is stored and therefore is the most vulnerable asset that you have.” Read more.  

Don't panic, it’s easier to deal with when you're prepared for any disaster. 

What's in your wallet?

Cash, checks, driver's license, debit/credit cards, insurance and membership cards and more. Photocopy/scan front and back of all cards. Seniors, protect your identity on Medicare cards.

What's in your purse or briefcase? 

Checkbook, keys, glasses, cell, iPod, laptop, flash drives.  Anything else?

Do Now

• In a secure location, keep copies of cards and papers you carry with you, plus an up-to-date inventory and photos of all valued possessions. 
• Keep a current list of credit cards, contact info, account numbers, pin numbers.
• Do NOT carry social security card or number. Protect your identity!
• Label keys and tech tools with business phone number and address not home address.
• Back-up all data often. Replacing valuable information is overwhelming!

If Loss Or Theft Happens

Report to Lost and Found, Police, DMV, bank, insurance companies, credit reporting agencies, credit card companies and any other agencies.

Police Department websites can help.  

Declutter your wallet, purse and briefcase often. Have you ever lost these possessions?

Your Disaster Plan Is Not Just A Kit

Discount on SafelyFiled

     If you are a solopreneur or small business owner, you wear many hats when it comes to your business. Being able to "take the temperature of your business" when you're wearing each hat helps you to make key decisions.

     For example, when you're wearing your Marketing Hat you might ask, "Which one of my marketing efforts brings in the biggest bang for the buck? Which strategy is working and which one isn't?" Armed with the right financial report(s), you'll be able to answer these questions in a flash! You can then make decisions about whether to continue with a particular strategy, where it may need tweaking, or choose to do away with it completely.

     While wearing your Sales Manager Hat, can you tell which product or service sells best during a particular season? How do you know when to risk raising prices and which product or service could withstand the increase?

     Most small businesses set up their accounting software to track expenses and income from a tax perspective. Therefore, they can only get information from it that lets them see how much they make and spend. Setting it up to help analyze the business from various viewpoints enables you to make decisions that keep your business thriving and growing. It allows you to adapt to changing trends in your industry and keep your business successful!

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Want some How-To's?

Consider a webinar or session: Beyond Profit & Loss

More info at www.IslandOrganizers.com/speakingtraining.htm

Contact Us:  808-943-2053 & 310-391-7392