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New Year's "To-Do's" for Notary Professionals

by the American Association of Notaries

As business owners, we are either winding down the current year or gearing up for the new year. As we do so, let's take some time out to make sure our businesses are ready for a productive 2017. Here's a list of items to review:


1- Check your business filings with your local government. Make sure your business is in good standing with the local and state authorities in your area.
2- Determine if there are any changes or updates to your state notary laws.
3- Evaluate your notary supplies. Is it time for a new business cards, notary stamps, journals, printer cartridges, or paper? Start the year off well stocked.
4- Create a marketing plan for 2017. Schedule time to promote your business at regular intervals via social media and other platforms.
5- Renew/establish your memberships with organizations related to your business.
6- Check your E & O insurance. This is a great time to consider whether or not to increase your coverage.
7- Research continuing education opportunities that will help you stay current and knowledgeable.
8- Review your goals for 2016 and set your goals for 2017. Evaluate what worked, what didn't, and what you want to accomplish in 2017. Write them down and develop a time line.
9- Take a look at your wardrobe. Make an investment if necessary to maintain your polished and professional look.
10- Take your car in for a checkup. Reliable transportation is essential for a notary. Make sure your vehicle is in good working order.
11- Review your accounting and record keeping systems. Make sure that you are prepared to properly document your revenues and expenditures. There are many online apps you can use to do this for free or at a reasonable cost. Good record keeping is critical. Stay on top it.

2017 is sure to be an awesome year for notaries, and taking a little time now to start your business off on a solid footing will be a great benefit to you in the new year. You are your most valuable asset. Continue to invest in the habits that will help you be successful.

-- Enna A. Bachelor is a Contributing Writer with the American Association of Notaries

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Legal Disclaimer: The American Association of Notaries is committed to providing accurate and up-to-date information. However, it is important to note that the information provided on this page is for general informational purposes only and should not be relied upon as legal advice. We do not claim to be attorneys and do not guarantee the accuracy, completeness, or reliability of the information provided. It is your responsibility to know the appropriate notary laws governing your state. You should always seek the advice of a licensed attorney for any legal matters. In no event shall the American Association of Notaries, its employees, or contractors be liable to you for any claims, penalties, losses, damages, or expenses, howsoever arising, including, and without limitation, direct or indirect loss, or consequential loss, out of or in connection with the use of the information contained on any of the American Association of Notaries website pages. Notaries are advised to seek the advice of their state’s notary authorities or attorneys if they have legal questions. 

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