Protecting what matters.
WHY
Financial records are among the hardest things to reconstruct.
WHAT TO BACK UP
Your bookkeeping file or system Scanned documents Invoices issued Bank statements Anything supporting a filing
WHERE
More than one place.
Not only on the device you work on.
FOR SPREADSHEETS
Cloud storage with version history, so you can recover an earlier version.
FOR ACCOUNTING SOFTWARE
Establish what backup the provider offers, and export your own copy periodically.
THE EXPORT POINT
If your subscription lapses or the provider changes, your data may become inaccessible.
Export periodically.
WHAT TO TEST
That you can actually open and use a backup.
HOW OFTEN
Whenever records change substantially.
Monthly, at minimum.
WHAT TO KEEP LONG TERM
Records for the retention period your accountant advises.
Backed up for that whole period.
WHAT PEOPLE DISCOVER
That records from three years ago are on a device that failed.
