Université de Moundou – Et ipsa scientia sit mysterium

In the excitement of starting a home-based business there’s a temptation to overlook setting up a system for keeping good financial records and bookkeeping is not a consideration. Many people treat their home-based business rather like a hobby, and get...

If we are talking about personal finance, it is still manageable. However, for business records, financial data is very important due to audit references, credit purchases that have extensive pay period.
Normally, business related financial data should be stored for a period of 2 years minimum. This way it provides enough references to track back and correct any errors or settle outstanding financial matters. 2 tax filing periods is a safe time zone...

With spring around the corner and tax season upon us, now is a great time to de-clutter some of your financial records. But, you may be asking yourself, “How long do I need to keep my financial records?” Good question and one that my clients ask me all...

Some families suffer tragic losses because they lose track of assets. Your hard earned wealth can languish in limbo if no one knows where it is, or that it even exists. It’s not enough for you to know. Your family, your caregivers, your advisors and...