Skip to menu
Skip to content

Supporting Your Faith with Fiscal Accountability

Testimonials

I am so much more comfortable with how our finances are now being handled. Thanks for your help!

Dr. Randy T. Hodges, Senior Pastor
Hernando Church of the Nazarene

Sign up to receive notifications of new blog posts

Call: 904-398-4747

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 […]