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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)


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