Delor Advisory

Tax season is not too far into the horizon.

What records should I keep?

Keeping records correctly and organized is the best way to maintain a healthy business and a great relationship with your accountant.

Here are some of the documents you want to keep in order...

➡ Business tax returns
➡ Income statements
➡ Balance sheets
➡ Cash flow statements
➡ Statement of retained earnings
➡ Receipts
➡ Contracts
➡ Business agreements
➡ Business licenses and permits
➡ Insurance documents
➡ Payroll records

For more advice on record-keeping systems or how we can help you, contact us today.

“Beware of little expenses, a small leak will sink a great ship.”

This quote is from one of the founding fathers of the United States and still rings true.

It doesn't take much to derail you.

It is true that “little” expenses eventually sink your budget. Especially when those “little” expenses add up to a significant amount of money you didn’t budget for.

Want help making sure you don't derail your financial goals? Let’s chat.