This episode covered spring cleaning your accounts, who has access, recurring payments and stored information.

Review these types of sites to check for stored credit cards and recurring payments.
• Stock photography sites and Theme sites
• Printing sites like Shutterfly & VistaPrint
• Video clip sites
• Podcast hosting sites
• Web site hosting
• Domain hosting
• Banks
• PayPal and related
• Amazon
• QuickBooks Payment Gateway
• Airline & Travel sites
• Pubs & Subs
• eBay, Etsy
• Google for Adwords
• Membership sites including professional organizations
• Training Sites

 

 

Look for these items:

1. Any place you have credit cards listed in accounts - make sure they are current.
2. Review recurring charges and fees - monthly and annual.
3. Clean out old addresses, old credit cards.
4. Check who has access to these accounts and clean them out.

Create a document on Google Drive that you can regularly edit with a list of all the places you have recurring payments set up. Update your passwords to these sites if you have recently changed a service provider or team member who previously had access.
If you do, you'll have to also update your devices with new logins and perhaps update your password managers if you use tools like LastPass.

 

00:24 Why is it so important to clean up recurung payments?
01:07 PayPal
after you log in, go to https://www.paypal.com/cgi-bin/customerprofileweb?cmd=_merchant-hub (https://www.paypal.com/cgi-bin/customerprofileweb?cmd=_merchant-hub)
to see your subscriptions
03:36 Tax Tip!
04:20 Who has access to your PayPal?
05:11 Your Bank account
Who has access?
Automated payments
Notifications
Check you Bill Pay Nicknames!
08:40 Amazon
Which Credit cards are used?
09:18 Tip: Which Credit Card to use
10:10 Quickbooks
10:40 What if you move?
11:00 How many addresses do you have in your accounts?
11:42 Web hosting and Domain registrar
Who is the contact person?
How to make sure you will see your bill in your inbox
Check your Credit Cards
Who has access? Who is named?
Do you need to change your Pin?
Do you need to change your password?
17:50 To Do List
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