--- title: Financial Records Storage Guidelines for Business description: Use our fill-in-the-blanks worksheet to create a cashflow forecast. --- [![Myrick CPA](https://info.myrickcpa.com/hubfs/images/myrick-logo-orange-trans-cropped1.png)](http://blog.myrickcpa.com/advice?hsLang=en-us) [![Let\\'s connect on LinkedIn](https://info.myrickcpa.com/hubfs/images/linkedin.png)](https://www.linkedin.com/profile/view?id=31745295) [![LIKE us on Facebook](https://info.myrickcpa.com/hubfs/images/facebook.png)](https://www.facebook.com/pages/Myrick-CPA/277973642310933) [![Don\\'t miss a Tweet!](https://info.myrickcpa.com/hubfs/images/twitter.png)](https://twitter.com/myrickcpa) [![Subscribe to our blog via RSS](https://info.myrickcpa.com/hubfs/images/rss.png)](https://info.myrickcpa.com/advice/rss.xml?hsLang=en-us) [![Contact us via email](https://info.myrickcpa.com/hubfs/images/email.png)](mailto:info@myrickcpa.com?subject=Website Inquiry) Call Today: [(202) 789 - 8898](tel:202-789-8898) ## What Financial Records Should You Keep ... And For How Long? ![myrick-cpa-business-process-improvement-tools-002](https://info.myrickcpa.com/hs-fs/file-2406530164-gif/Offers/Process_Improvement_Tools/myrick-cpa-business-process-improvement-tools-002.gif?width=225&name=myrick-cpa-business-process-improvement-tools-002.gif) In today's business world it's tough to know what records you should hang onto — never mind how long you should keep them. We have a set of guidelines that just might help. Simply look up the record type in our **Financial Records Storage Guidelines** table to see the commonly recommended time it should be kept. Our list includes common record types you've probably thought of ... and maybe even a few you haven't: - Monthly financial statements - Cancelled checks - Travel and entertainment records - Corporate documents like retirement and pension records ... and more. Guess no more; now you'll know! **Download the free Financial Records Storage Guidelines today.**     Share With Friends And Colleagues [![Share on Facebook](https://static.hubspot.com/final/img/common/icons/social/facebook-24x24.png)](http://www.facebook.com/share.php?u=https%3A%2F%2Finfo.myrickcpa.com%2Ffinancial-records-storage-guidelines-for-business-0-0-0-0%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on LinkedIn](https://static.hubspot.com/final/img/common/icons/social/linkedin-24x24.png)](http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Finfo.myrickcpa.com%2Ffinancial-records-storage-guidelines-for-business-0-0-0-0%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on Twitter](https://static.hubspot.com/final/img/common/icons/social/twitter-24x24.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Finfo.myrickcpa.com%2Ffinancial-records-storage-guidelines-for-business-0-0-0-0%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Finfo.myrickcpa.com%2Ffinancial-records-storage-guidelines-for-business-0-0-0-0%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=Financial%20Records%20Storage%20Guidelines%20for%20Business) ### Access the Free Guidelines Now ### Charles P Myrick CPA 805 15th Street NW, Suite 805 Washington, DC 20005 Phone: [(202) 789 - 8898](tel:202-789-8898) · Fax: (202) 513 - 8255 Email: [info@myrickcpa.com](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=info@myrickcpa.com) Any accounting, business or tax advice contained here is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, Charles P Myrick CPA would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services. © 2026 • Charles P Myrick CPA. All rights reserved.