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Supporting Your Faith with Fiscal Accountability

Testimonials

I am pleased to recommend Mark and his firm. He has helped us to become a better organization and better people as well.

Rev. Louis R. Lothman, Th.D., Director, Pastoral Counseling Services, Presbyterian Minister, Presbyterian Church (U.S.A.)

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RECOMMENDED DOCUMENT RETENTION

We often work with clients and friends who inquire, “How long should I keep my records?”  Although some businesses such as banks may be governed by regulatory requirements to retain certain account information and financial records, no universal rules exist for all businesses. So we offer the following record retention guidelines only as a suggestion—base […]