Records Management

Businesswoman with a Lot of Paperwork

Some of our customers come to us with a shoebox or shopping bag full of receipts, invoices, tax reports, etc. We take great pride in our records management service. Sierra Financial Center will organize the company's receipts and records so that you are able to access past transactions, to understand your vendors' monthly statements, and to build a bookkeeping history.

Legally, should you ever be audited, you will need to be able to provide copies for the expenses you have paid. So, proper records management is critical to being prepared for an audit, maximizing deductions, saving money on taxes, and understanding your current financial situation.

For more information or to get started, call us at (888) 838-6682.