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Supporting Your Faith with Fiscal Accountability


I have been the treasurer for my church for the better part of 10 years. It is an important job but one that requires a certain amount of specialized knowledge to do it properly which makes it very difficult to ever move out of the position. Having a firm like OSA&C to step in and do the detailed work allows our church finance committee to focus on making the decisions that are best for the church and not be concerned with the details of the books. What a relief!

William S. Hart, CFP, MBA
Retirement Strategies, Inc.

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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 […]