Safeguarding your Financial Records

No one likes to think about worst-case scenarios, but when it comes to your business records, preparation makes all the difference. The IRS emphasizes

and tax documentation to avoid devastating losses in the event of fire, flood, or other disasters.

Best practices include:

• Using digital storage for financial records, with secure cloud backups.

• Keeping critical paperwork in waterproof, fireproof containers.

• Storing duplicates at an off-site location.

• Documenting your firm’s assets (photos, videos, or written lists) and storing that record securely elsewhere.

Taking these steps now makes recovery far easier if the unexpected occurs. We can also advise on recordkeeping systems that simplify backups and compliance.