2 – Recordkeeping

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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? Learn more here
  • Do you have an offsite back-up of all of your records and important documents/information?

Below is a list of recordkeeping-related resources:

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