When you own your own business, you know how quickly the paperwork can start to pile up. It’s great to have processes in place to make sure you are handling all the day to day tasks, but once you tackle those obligations, what do you need to do with the documentation? This is where record retention policies for your small business are valuable. Once you set up these policies, you as a solopreneur, small business owner, virtual online bookkeeping business owner or virtual assistant can easily find the answers you are looking for. Should you keep a particular document, or is it okay to destroy it? How long do you need to keep documents? Are some documents more important to your small business than others? Is there a way to retain documents in QuickBooks? And, does it matter if you store your records electronically or in hard copy? In today’s episode, we are diving into each of these questions and more. If you feel like you are swimming in an ocean of paperwork and want to finally find out what you should be doing to get in control of all of it, listen in and before you know it, you’ll have your policies set up and you’ll know exactly where to put your documents so you can find them easily and how long you need to keep them.
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