Your Financial Records

Your financial records are an important business asset and in this video you’ll learn the types of financial records to keep and why you need to make this a monthly habit. This is part of your ‘business housekeeping’ and if you ever need this information, you should be able to find it quickly and easily.

In the second video I show you how I keep my financial records in my business and have for the last 15 years. I can find any financial document for any year in less than 5 minutes and you should be able to do that in your business too.

CLICK HERE for worksheet 1 of Financial Records & Record Keeping


To download the worksheet, RIGHT mouse click the link and choose ‘save link as’, then save it to a folder on your hard drive. MAC users control+click. If you’re on non-computer device, use your device-specific instructions for downloads.

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