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Record Keeping for a Small Business

Record Keeping for a Small Business Participant Guide Money Smart for a Small Business Curriculum Page 2 of 18 Table of Contents Welcome .. 3 What Do You Know? Record Keeping for a Small Business .. 4 Pre-Test .. 5 Keep Good Records .. 6 Legal Compliance .. 7 Discussion Point #1: Business Record Keeping .. 8 Record Retention .. 1 Common Record Keeping Tools .. 9 Business Software .. 11 Three Common Business Software Options .. 12 Discussion Point #2: Your Accounting System .. 13 Business Software 13 Top Three Key Points to Remember .. 15 For Further Information .. 16 17 Evaluation Form .. 18 DISCLAIMER These training materials are intended as general guidance only and may or may not apply to a particular situation based on the circumstances.

Record Keeping for a Small Business Participant Guide Money Smart for a Small Business Curriculum Page 6 of 18 Keep Good Records The term “record keeping” refers to the orderly and disciplined practice of storing business records.

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