Retention

Why a year-end document purge is a good idea for your Naples business

The end of the calendar year (or the fiscal year) is a great house-cleaning opportunity for many businesses in Naples. As office managers think about straightening the office and preparing for a new business cycle, one task may not get ...
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Document Retention and Shredding Basics for Clearwater Banks

Of course, bank documents contain the most sensitive information in business transactions. Really, their confidential data leaves banks and their customers exposed. If it lands in the wrong hands it could lead to a disastrous security breach. Thus, federal regulations ...
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Document Retention Procedures Specific to Your Sarasota Business

Generally, your business needs to retain hard copies of certain documents.  Actually, many Sarasota companies have switched to digital records. However, items like receipts, tax documents, deeds, lease agreements, contracts, employee records, etc. require hard copies.  Over time, these physical ...
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The Importance of Having A Document Retention Schedule

Of course, you’ve put lots of time and effort into establishing your new Florida business. Really, savvy management allows steady growth. Truthfully, you run a hard-working organization with company records. Yet, now those records are piling up. Hence, they’ve become ...
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