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Recover - 2 – Recordkeeping

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Recordkeeping is always important, but current factors - like loan forgiveness - make it that much more important to stay on top of. Begin by reviewing the questions below and then the topic-specific resources.
  • Have you considered what accounting system you are going to use to continue to keep your financial records up-to-date? Do you need to upgrade to QuickBooks or a similar platform?
  • If you have accepted either a grant or forgivable loan funding, do you have a full understanding of the documentation and reporting guidelines?
  • Do you have an offsite back-up of all of your records and important documents/information?

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To help sort out your responses, reach out to the New York SBDC nearest you in order to schedule a confidential, one-on-one session with an advisor.