Keeping Good Records is Good Business
Maintaining good records is important to help meet your tax and legal obligations. The right record keeping system not only helps satisfy these obligations, but it may save you money and time. Here’s what to consider for your record-keeping system.
你需要保存哪些记录?
The first step is identifying the records you need to maintain. The obvious examples include leases, 合同, payroll and personnel records and a range of accounting and finance information, 比如发票, 收据, 检查, 应付款项, 和库存. Please consult a professional with tax expertise regarding your individual situation.1
你想如何留住他们?
Record maintenance can take three basic forms:
- 基于纸张的-这是老派的, but maintaining records in file folders stored in a metal cabinet may be sufficient, though at the risk of files being damaged or destroyed with no back-up.
- 基于计算机的—Maintaining records on computers save space and make records management easier. Consider backing up files and keeping them off-site.
- 云计算—Records are stored and managed on the internet, offering possible savings on software, reducing the risk of lost data and providing access from any location.
你应该使用什么软件?
The right software can make life more productive; the wrong software may cost you time and money.
When shopping for software, consider:
- 组织的规模. 你想要一个易于使用的包装吗, or are you able to hire a dedicated employee to take advantage of a more sophisticated alternative?
- What sort of training and support is provided? Without the right measure of either, your software may not be productivity tool you envisioned.
- 有专门的软件吗?? The needs of different professions can vary greatly. Specialized software may have capabilities not available with more generic software.
- 它的移动功能如何? If you operate your business from the road, you may want your software to have robust mobile features.
1. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by 消费品套件 to provide information on a topic that may be of interest. 消费品, 有限责任公司, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. 所表达的意见和 material provided are for general information, and should not be considered a solicitation for the purchase or 出售任何证券. 版权 消费品套件.
