Money Smart (Session 3 of 4) - Record Keeping

Date and time

-

Location

Online

Organizer

Neil Subhash - Outreach and Marketing Specialist
neil.subhash@sba.gov

Host organization

SBA Seattle District Office

Type of event

SBA event

Event description

Record keeping is one of your most important responsibilities as a small business owner. The success of your business depends on creating and maintaining an effective record system, whether your business is a sole proprietorship, partnership, or corporation. 

Record keeping ranges from simple filing systems to complex on-line electronic systems. Whether simple or complex, a record keeping system must be easy to use and provide adequate storage and retrieval of records. Most importantly, the record keeping system you choose must be suited to your particular business needs. The type, size, and complexity of your business, as well as your business’ available resources, will help to determine the record keeping system best suited to you and your business.

In this session we will cover:

  • Importance and benefits of keeping good records
  • Legal compliance
  • Common business record keeping tools
  • Business software tools
Register