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Setting Up Basic Records

As you set up your office, there will be several basic sets of records you will need. Some of these will be for tax purposes, whereas others will provide you with the information you need to run your business efficiently and make intelligent business decisions.

The following sections outline only the basic record-keeping items you will need. Depending on your chosen field, you might want or need to keep additional records. Check with a professional organization, your accountant, or your attorney if you are unsure about what other records to keep.


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