Microsoft Small Business Kit

by ;
Edition: 1st
Format: Paperback
Pub. Date: 2004-08-25
Publisher(s): Microsoft Press
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Summary

Whether you're planning a start-up or already running your own shop, get the expert guidance and tools you need for small business success! This book offers practical advice on how to work with the Microsoft Office System and other software as you plan, launch, and manage your business. Step through the key decisions and day-to-day details on everything from drafting a business plan to finding customers, managing finances, and building your brand. You also get a toolkit packed with timesaving templates and references on CD'”all the resources you need to grow your small business with confidence! Discover how to: Focus your dream'”learn how to do the research, define your goals, and develop your business plan. Find financing'”where to get it, when you'll need it, and how much you'll need. Manage your money'”know the essentials of forecasting, budgeting, data analysis, goal-setting, taxes, and more. Tap the right talent'”recruit and hire the right people at the right time, and nurture great performance. Build your brand'”gain recognition, credibility, and trust by managing your image and brand. Go to market'”build effective strategies for customer relations and marketing'”and make them pay off! Make technology work for you'”from managing e-mail to setting up security-enhanced networks and servers, learn best technology practices for small businesses. Get the tools for success! CD includes: A directory of hundreds of key resources and references for small businesses Dozens of files, templates, and articles for business planning, payroll, taxes, marketing, and more

Author Biography

Joanna L. Krotz, a business editor and journalist, is the founder of Muse2Muse Productions John Pierce is a writer with Microsoft's Information Worker New Markets group From his teenage neighborhood newspaper to running a bookstore and starting a freelance writing and editing business, Ben Ryan has made a career of words and commerce

Table of Contents

Acknowledgments xiii
About the CD xv
Introduction xvii
Part One Fun & Fundamentals: Control What You Can
Chapter One Thinking It Through
2(18)
How to Begin
4(1)
Small Biz Profile
5(1)
Some Ideas for Start-Ups
6(3)
Learning from Experience
9(2)
Meeting Tomorrow's Customer
11(4)
What It Takes: A Woman Who Can't Hear "No"
15(3)
Ready, Set, Go
18(1)
For More Information
18(2)
Chapter Two Developing a Business Plan
20(32)
Who Needs a Plan?
22(1)
Getting a Reality Check
22(2)
Planning Affordable Market Research
24(5)
How to Find Your Best Customer
25(2)
Consider Your Product Price Tag
27(2)
Choosing a Business Structure
29(7)
Sole Proprietorship
30(1)
DBA, or Doing Business As
31(1)
C Corporation
32(1)
Subchapter S Corporation
33(1)
General Partnerships
34(2)
Limited Liability Corporation (LLC)
36(1)
Guidelines for Creating Your Plan
36(5)
Tone Will Tell
40(1)
Doing It with Office: Online Business Plan Templates
41(8)
Basic Training
42(2)
Doing Your Homework in Word
44(1)
Doing It with Styles
45(3)
A Few Extras: More Tips for Your Professional Documents
48(1)
For More Information
49(3)
Chapter Three How to Find Backing
52(24)
Financing Basics
54(10)
Growing in Stages
54(2)
Preparing for the Unexpected
56(2)
Savings and Credit Cards
58(2)
Tapping Family, Friends, and Generous Relatives
60(2)
Bootstrapping-Lean and Mean Financing
62(2)
Angels Who Help You Fly
64(3)
Approaching an Angel
66(1)
Loans and Venture Capitalists
67(7)
Working with a Commercial Bank
67(3)
Factoring or Commercial Finance Companies
70(1)
Government Loans and Programs
70(3)
Accessing Venture Capital
73(1)
For More Information
74(2)
Chapter Four Self-Preservation
76(24)
Investigating Licenses and Permits
78(3)
Applying for a Federal Taxpayer ID
80(1)
Finding Insurance and Reassurance
81(5)
Why Insurance Matters
81(1)
What Is Business Insurance?
82(1)
Choosing Coverage
83(1)
Reviewing Life Insurance Needs
84(1)
Protecting Your Home Business
85(1)
Renting Space and Signing Leases
86(2)
Signing a Lease
87(1)
Tackling Contract Concerns
88(1)
Recordkeeping Counts
89(2)
Paying Yourself
91(2)
Creating the Right impression
93(2)
Forming an Advisory Board
95(2)
For More Information
97(3)
Part Two Profit and Loss: Getting the Facts on Figures
Chapter Five Follow the Money
100(26)
Accounting Essentials
103(3)
Choosing the Cash Method or the Accrual Method
103(2)
Double-Entry Accounting
105(1)
Preparing Financial Statements: The Balance Sheet and the Income Statement
106(2)
Using a Chart of Accounts
108(6)
Accounts Receivable
109(1)
Inventory
110(1)
Fixed Assets
111(1)
Liabilities
112(2)
Net Worth
114(1)
Cutting Paychecks
114(2)
Preparing and Managing a Budget
116(5)
Managing Cash Flow
121(2)
List of Resources
123(1)
For More Information
124(2)
Chapter Six Tax Tactics
126(18)
Tax Strategies for Major Business Expenses
128(3)
Exceptions to the Rules
129(2)
How to Interview a Tax Pro
131(3)
Secrets Tax Pros Never Share
134(2)
Frequent Tax and Bookkeeping Mistakes
136(2)
Travel Expense Deduction Strategies
138(2)
When a PC at Home Isn't a Home PC
140(3)
For More Information
143(1)
Chapter Seven By the Numbers: Analyzing Your Business with Excel
144(38)
Excel Training and Assistance
146(1)
What Data Should I Collect?
147(1)
"What If I...?": Tools for Analyzing Common Business Questions
148(17)
Knowing What You Need to Meet Your Goals: Using the Goal Seek Command
149(5)
A Little Change Can Make a Difference: Sensitivity Analysis with Data Tables
154(7)
Managing Business Scenarios
161(4)
Spotting Trends: Sorting, Filtering, and Charting Information
165(8)
Sorting to See Groups and Patterns
166(1)
Filtering Information to View Selected Records
167(4)
Charting Data
171(2)
Slicing and Dicing Your Business Data: Why You Should Use a PivotTable
173(5)
Two Important Excel Functions
178(2)
For More Information
180(2)
Part Three Makes and Models: How to Stand Out in a Crowd
Chapter Eight Branding Basics
182(26)
Developing Brand Personality
184(2)
Image Counts
184(2)
What Is the Mission of Your Business?
186(2)
Focusing on Your Point of Difference (POD)
188(2)
Finding the Right Image: Logos and Icons
190(2)
Mastering Your Domains: Two Steps for Building a Presence on the Web
192(6)
Domain name registration scams
194(2)
Free Web site hosting
196(1)
Web site forwarding
196(2)
Building Credibility
198(1)
Protecting Your Intellectual Property: Trademarks, Copyrights, and Patents
199(7)
Search and protect
201(3)
The limits of protection
204(1)
Hire an experienced pro
205(1)
List of Resources
206(1)
For More Information
206(2)
Chapter Nine Crafting Your Message
208(36)
Disciplined Messaging and the Seamless Sell
210(2)
Marketing mandate
211(1)
Developing a Marketing Strategy
212(1)
Selling Benefits, Not Features
213(3)
Making Messages Work Across Channels
216(1)
Marketing Return on Investment (ROI)
217(3)
Calculate the NPV of your marketing
218(2)
Low-Cost, High-Impact Marketing Ideas
220(16)
Consider marketing with a cause
224(10)
Keyword power
234(2)
Generating Sales Leads
236(6)
For More Information
242(2)
Chapter Ten Go to Market with Publisher, Make a Pitch with PowerPoint
244(42)
Business Communications and Microsoft Publisher
246(23)
A personal touch
247(7)
Don't forget your Web host
254(10)
Publisher doesn't provide a shopping cart Stay on message
264(1)
Saving Publisher 2003 files for earlier versions of Publisher
265
Page Preparedness
259(10)
The Pitch and the Presentation: Using Microsoft PowerPoint 2003
269(15)
Room for disagreement
210(63)
The PowerPoint task pane
273(11)
For More Information
284(2)
Part Four Connect and Conquer: Building the Company
Chapter Eleven The Customer Comes First
286(20)
Identifying Your Best Customers: The 80/20 Rule
288(6)
Creating a Customer Database
289(2)
Leveraging Customer Intelligence
291(3)
Rewarding Return Customers
294(5)
Timing Your Marketing Message
296(2)
When Good Customers Go Bad
298(1)
Protecting Customer Trust and Privacy
299(2)
Understanding When to Expand
301(2)
Planning for Growing Pains
302(1)
Forging Strategic Alliances
303(2)
For More Information
305(1)
Chapter 12 Managing Customer Contacts: Business Contact Manager
306(40)
Understanding What Business Contact Manager (BCM) Can Do
309(4)
BCM doesn't work with Exchange
310(2)
More assistance for using BCM
312(1)
Installing and Running BCM
313(4)
BCM installation locations
314(3)
Working with Business Contacts
317(4)
Importing contact data
317(4)
Creating and Using Accounts
321(3)
The useful Account History list
322(2)
Creating and Using Opportunities
324(3)
Importing a product list
326(1)
Tracking Item History
327(2)
View the history of an item
329(1)
Attaching Items
329(1)
Creating Reports
330(6)
Use AND and OR logic
334(2)
Importing and Exporting Information
336(5)
What's the Default Quantity field?
339(2)
Managing Your BCM Data
341(3)
Keep your backup copies in a safe place
342(1)
Remove a database associated with the current profile
343(1)
For More Information
344(2)
Part Five Gurus, Guides, and Staff: Employment Dos and Don'ts
Chapter Thirteen Hiring and Firing
346(32)
When to Hire
348(3)
Your Very First Employee
345(5)
Hiring for Next-Level Growth
350(1)
Where to Find Talent
351(2)
Conducting Interviews and Background Checks
353(4)
Find Out Who You're Really Hiring
355(1)
Consider Professional Screening
356(1)
Recruiting the 21st-Century Team
357(10)
Be Careful About Hiring Friends
360(1)
Why Drafting a Company Handbook Is a Smart Use of Precious Time
361(6)
Figuring Out How Much to Pay
367(3)
Providing Benefits You Can Afford
370(4)
Healthcare Innovations
Deciding When to Call It Quits
374(2)
For More Information
376(2)
Chapter Fourteen Managing Like a Coach
378(26)
The Bossing Thing
380
Delegating: Dos and Don'ts
358(26)
Making Employees Feel Valued
384(2)
Saying Thanks with Low-Cost Rewards
385(1)
Measuring Performance
386(4)
Reviewing the Review
387(2)
Tough Love and Accountability
389(1)
Training Staff Pays Off
390(5)
E-Learning Options
392(3)
Managing the New Work Force
395(4)
Getting Return on Investment (ROI) from On-Staff Telecommuters
395(2)
Harnessing the Power of Free Agents
397(2)
For More Information
399(5)
Part Six The Electronic Desk, The Digital Business
Chapter Fifteen The Outlook Is Bright: E-Mail and Your Business
404(38)
E-mail facts and figures
406(1)
E-Mail Decisions: What Do You and Your Business Need?
407(1)
Web hosting options
407(3)
E-mail signatures as a simple marketing tool
410(1)
Separate personal and business e-mail
411(1)
Implementing Small Business Server
412(6)
Online Training and Assistance for Outlook
412(1)
E-Mail Security and Protecting E-Mail Data
413(5)
Beware the messenger
418(6)
Taking Care of the Messages You Need and Those You Don't
421(3)
Flags in Outlook Express
424(10)
Retaining records
434(5)
Simple E-Mail Marketing: Adding a Signature
435(3)
Scheduling Appointments and Tasks
438(1)
Synchronizing Outlook and a PocketPC
439(3)
For More Information
Chapter Sixteen Small Business Networks and Servers
442(16)
Determining Needs and Available Choices
444(5)
Assessing Your Location
444(1)
Determining Service Types and
445(2)
Planning Your Local Area Network (LAN)
447(2)
Selecting Network Types
449(2)
Wired Networks: Ethernet
449(1)
Wireless Networks: Wi-Fi
450(1)
Mixed Network Types
451(1)
Other Networking Methods
451(1)
Choosing Networking Equipment
451(7)
Routers and Hubs and Servers, Oh My!
452(4)
Enabling Mobile Computing
456(1)
Securing Your Network
457(1)
For More Information
457(1)
Chapter Seventeen Computer Security Basics
458(20)
Considering Access Requirements
460(7)
Planning to Share Data
460(1)
Controlling Data
461(6)
Planning Physical Security
467(2)
Avoiding Hardware Theft
468(1)
Guarding Against Data Loss
468(1)
Backing Up Your Data
469(3)
Developing a Backup Strategy
469(1)
Implementing a Backup Plan
470(2)
Protecting Against Viruses
472(2)
Choosing an Antivirus Program
473(1)
Maintaining Virus Protection
474(1)
Choosing and Using Firewalls
474(1)
Dealing with Spyware and Adware
475(1)
For More Information
476(2)
Index 478

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