This checklist key record keeping template has 2 pages and is a MS Word file type listed under our finance & accounting documents.
Sample of our checklist key record keeping template:
CHECKLIST KEY RECORD KEEPING Good record keeping is essential to efficient business operations. It is also critical for all legal related issues. Setting up a record keeping system is not exciting and doing paperwork can be time consuming. But creating and maintaining a well-organized system is easier than fixing a poor one. Here are some ways to organize important business records. Combine one or more of these categories or break them down, depending on the nature and complexity of your business. Accounting and Bookkeeping Records Sales and expense information, inventory, ledgers, income statements, balance sheets, cash flow statements, and other financial statements should all be Archive yearly. Bank Records Bank statements, cancelled checks, bank reconciliations, notices from and to your bank, deposit slips and any loan related notices and documents. Archive yearly. Contractual Agreements Contracts, real estate leases, equipment leases, purchase agreements, sales agreements, joint venture agreements, work for hire agreements, and other contracts. Corporate Records Articles of Incorporation, Bylaws, Shareholder Minutes and Consents, Board Minutes and Consents, state filings, Action of Incorporator, and amendments to the various corporate documents
