Operations and Logistics Archives - The Minerva Group Your financial business partner. Thu, 24 Apr 2025 20:05:00 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.2 https://www.theminervagrp.com/wp-content/uploads/2018/08/cropped-Minerva2017Logo-32x32.png Operations and Logistics Archives - The Minerva Group 32 32 Annual Form 1099 Preparation & Submittal https://www.theminervagrp.com/knowledge-base/annual-form-1099-preparation-submittal/ Thu, 24 Apr 2025 20:00:06 +0000 https://www.theminervagrp.com/?post_type=epkb_post_type_1&p=2468 For clients whose Engagements include the preparation and submittal of Form 1099s for contractors. Collect W9 Best Practices It’s best practice to collect W9s from new vendors throughout the year. Ideally, our clients will not pay a vendor from whom we have not received a W9. The W9 tells us whether the vendor will need […]

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]]> Fireflies https://www.theminervagrp.com/knowledge-base/fireflies/ Thu, 17 Apr 2025 19:34:09 +0000 https://www.theminervagrp.com/?post_type=epkb_post_type_1&p=2451 Description The Minerva Group has implemented the use of Fireflies, a note-taker application. Fireflies is an AI tool that ‘listens’ to our meetings, transcribes and takes notes for us. We will save these notes and share them with other meeting participants, as further outlined in this SOP, to document the conversation, any decisions made and […]

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]]> Video Meeting Professionalism Guidelines https://www.theminervagrp.com/knowledge-base/video-meeting-professionalism-guidelines%ef%bf%bc/ Tue, 08 Apr 2025 19:39:49 +0000 https://www.theminervagrp.com/?post_type=epkb_post_type_1&p=2433 We all know the importance of video meetings! From simply putting faces to names, to helping everyone on the call participate fully. But like most technology, it takes some time to get used to it and there are always glitches. I’m sure we’re all guilty of throwing on a new shirt, checking the hair and/or […]

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]]> Employee Time Off Coverage SOP https://www.theminervagrp.com/knowledge-base/employee-time-off-coverage-sop/ Tue, 08 Apr 2025 19:32:42 +0000 https://www.theminervagrp.com/?post_type=epkb_post_type_1&p=2431 To ensure continuity of work and maintain client satisfaction during employee absences by establishing clear expectations for communication, handoffs, and coverage during both planned and unexpected time off. This SOP applies to all TMG employees who take time o:, whether scheduled (e.g., vacation, personal leave) or unscheduled (e.g., sick leave, emergencies). Objectives This SOP is […]

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]]> Google Drive File Names and Structure https://www.theminervagrp.com/knowledge-base/file-names-and-structure/ Tue, 08 Apr 2025 19:09:16 +0000 https://www.theminervagrp.com/?post_type=epkb_post_type_1&p=2427 Below is the preferred and recommended file structure for each client’s folder. This standard structure will help all employees identify what they need and where they can find is quickly and efficiently. Please update any folder/files you see that do not follow this structure. *No “files” should live is the root of each client’s folder, […]

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]]> Document Retention/Destruction Policy https://www.theminervagrp.com/knowledge-base/document-retention-destruction-policy%ef%bf%bc/ Tue, 08 Apr 2025 17:00:33 +0000 https://www.theminervagrp.com/?post_type=epkb_post_type_1&p=2415 This policy specifies how important documents (hardcopy, online or other media) should be retained, protected and eligible for destruction. The policy also ensures that documents are promptly provided to authorities in the course of legal investigations or lawsuits. Document Retention Schedule The following types of documents will be retained for the following periods of time. […]

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