General Inquiries

Record Retention

  • 1.  Record Retention

    Posted 04-25-2019 09:05

    Hello, Does anyone have a Record Retention Policy they are willing to share?  One that includes not just typical financial/accounting records, but also for contracts, pay apps, etc.  If so, thanks in advance!

     

    Carmen Agra-Boitnott, CPA

    Controller

    P | 540-283-3090  C | 540-682-3990            

     

    BRANCH GROUP

    BRANCH CIVIL  |  BRANCH BUILDS  |  G.J. HOPKINS  L.A. LACY

    VIRGINIA  |  NORTH CAROLINA

    branchgroup.com  |  facebook  |  linkedin

     



  • 2.  RE: Record Retention

    Posted 30 days ago
      |   view attached
    Good morning Carmen,  Attached is the document retention policy we have in place.  This was created in 2008 based on some guidance from our CPA.  We haven't updated it since that time but I'm not sure much has changed as far as the requirements go.

    ------------------------------
    Samantha Hutchison CPA, CCIFP
    Chief Financial Officer
    Brookstone, L.P.
    Houston TX
    (713) 425-0720
    ------------------------------

    Attachment(s)

    doc
    BLP Doc Retention.doc   45K 1 version


  • 3.  RE: Record Retention

    Posted 30 days ago
      |   view attached
    Carmen:

    Attached, please find our records retention policy. Be cautious. Each state may have a different statute of repose, which may affect the length of time one must retain a particular document. I noticed several differences between our policy and Samantha's. Best wishes!

    ------------------------------
    Doug Hutchison
    Chairman & CEO
    Meisner Electric, Inc.
    Delray Beach FL
    ------------------------------

    Attachment(s)



  • 4.  RE: Record Retention

    Posted 30 days ago
    ​Thanks all for sharing your polices !!

    ------------------------------
    Stephen Hadley
    Controller
    Quigg Brothers, Inc.
    Aberdeen WA
    (360) 533-1530
    ------------------------------