How Can We Help?

Main Menu

2 – Recordkeeping

Recordkeeping is always important, but current factors – like loan forgiveness – make it that much more important to stay on top of. Begin by reviewing the questions below and then the topic-specific resources.
  • Have you considered what accounting system you are going to use to continue to keep your financial records up-to-date? Do you need to upgrade to QuickBooks or a similar platform?
  • If you have accepted either a grant or forgivable loan funding, do you have a full understanding of the documentation and reporting guidelines? Check out the webinars listed below.
  • Do you have an offsite back-up of all of your records and important documents/information?
Record Keeping


Business Now: Recordkeeping for Loans and Awards Webinar-Central Virginia SBDC

Introduction - (1 min)

Why is record keeping for loans and awards important? – 1:07 (4 min)

Things you need to do to make your business creditworthy – (2 min)

Documents you will need to keep on file for your digital records - (5 min (Financial documents, Payroll documents, PPP Loan Forgiveness/other award documents)

Resources – (1 min)


Request Advising

The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.