Record Keeping Services: A Comprehensive Guide

Record keeping is essential for businesses to manage documents, evidence, and activities efficiently. It ensures data preservation, accessibility, and legal compliance.

Purpose of Record Keeping

• Legal Protection: Maintain records to protect your business from legal issues.
• Business Planning: Use records for informed decision-making and strategy development.
• Corporate Integrity: Preserve corporate actions and build trust.

Key Activities Requiring Documentation

• Annual Meetings: Document board of directors and shareholder meetings.
• Director Changes: Update registration information when directors change.
• Officer Changes: Report changes in officer positions using appropriate forms.
• Shareholder Changes: Maintain accurate shareholder records and report changes to government authorities.
• Resolutions: Document resolutions made by directors or authorized personnel.
• Vehicle Purchases or Leases: Complete the Request for Approval to Lease a Vehicle Form.
• Equipment Purchases or Leases: Use  contract or agreement application forms.
• Promissory Notes: Create negotiable documents for installment payments.
• Real Estate Leases: Maintain paper contracts for legal purposes.
• Business Travel: Document expenses and goals for business trips.

How to Order

Order online or call our support team at 775-841-1876 . We’re available Monday-Friday.