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Resources

Two Branches Consulting, LLC, offers a range of resources to meet your business needs. Please take a look at the list below. If you find any items, you'd like that aren't included, feel free to reach out to us, and we’ll do our best to help you.

Accountant at Work

Resources

Record Retention Schedule

Record retention is crucial for any organization as it ensures compliance with legal regulations and protects important information. By systematically managing records, businesses can enhance their operational efficiency, reduce risks, and streamline processes. Additionally, retaining records allows for better decision-making, as historical data can provide valuable insights. Overall, a robust record retention strategy is essential for safeguarding an organization's integrity and promoting accountability.

Click here to download your copy.

Business Software Training Options

When you choose to use business software, be sure to get trained in its use. You want to make sure that you can use all its capabilities.  Training will make you more efficient and more effective in the use in the software, both of which will save you time and money.  Take advantage of the options available for training, such as tutorials, free trials, or online training.  Here are some ideas for learning how to use accounting software.

Click here to download you copy

Compliance/Legal Checklists

Remaining compliant with local, state, and federal is crucial for the success and longevity of your business. Compliance ensures that you adhere to the laws and regulations that govern your industry, which helps avoid legal penalties and fosters trust with customers. By understanding and fulfilling your legal responsibilities, you create a stable foundation for your business, enabling sustainable growth and a positive reputation in the marketplace. Ultimately, prioritizing compliance not only protects your business but also contributes to the overall integrity of your industry.

Click here to download your compliance checklist copy

Click here to download your legal checklist copy.

Additional Needs

If you have any questions or require further assistance, please don't hesitate to reach out to us. We’re here to help and can provide additional resources to ensure you have everything you need. Whether you need information or specific guidance, our team is ready to support you. Your satisfaction is our priority, so feel to contact us anytime!

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