How To Avoid The Top 5 Budget Busting, Stress-Inducing Mistakes When Moving Your Office

By David J. Davis of StarPoint. StarPoint is a member of the SoCalPROS San Diego Chapter.

Moving is always a pain in the rump, but it doesn’t have to be a horrific, expensive experience. The number one lament from someone who’s experienced a “bad” move is, “I didn’t know I needed to…” followed closely by “I completely forgot that…” In other words, it’s what you don’t do that makes the move a disaster.

To make your move easy and effortless, here are the 5 most common mistakes you want to avoid:

Mistake #1 — Not Using A Checklist

This may seem like a no-brainer to those who manage projects, but project management may not be a forte of someone placed in charge of your move (like an office admin). Even those who use a list typically fail to make the list detailed enough.

A Bank Is More Than Just Checking and Trust Accounts: Let Your Bank Work for You

By Sharyn R. Kohara
Vice President & Preferred Banking Advisor, City National Bank
Member of SoCalPROS OC Chapter

As legal administrators work to increase office productivity and efficiency by applying the “squeeze” to nearly every aspect of managing their firms – wringing every drop of extra cost where possible and streamlining processes like hiring and interoffice communication – a key area typically goes untouched:

Banking.

New advancements like online banking certainly catch on fast, but generally speaking law firms are missing out on a wealth of benefits simply because they don’t fully take advantage of a resource that’s already there.

A productive banking relationship can help firms save money, increase cash management efficiency, decrease concerns over potential fraud losses and gain referrals, for starters.

Here are a few tips on making your banking relationship work for you.

Choose Your Bank Wisely

Not all banks are created equal, so it pays to do your research. Look for:

• A bank that assigns your firm a specific relationship manager – an experienced professional who will serve as your primary point of contact and help you understand and utilize the full range of the bank’s resources.
• A bank that understands that the business matters of the firm are closely intertwined with those of its partners; has the experience, expertise and capabilities to create the right financial solutions for both.
• A bank that is committed to serving law firms and the legal community. Some banks specialize in law firms and dedicate significant resources to understanding the specific issues that law firms face. Your banking needs are different than those of other companies – your bank should understand that and provide services to meet those unique needs.
• A bank that offers advanced fraud prevention systems designed to reduce the occurrence of check and wire transfer fraud, coupled with training programs that help you incorporate pre-employment screening and other internal fraud-prevention techniques.